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Oracle

1,804 hedge funds and large institutions have $99.1B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 516 increasing their positions, 900 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 102

12% more capital invested

Capital invested by funds: $88.2B → $99.1B (+$10.9B)

2% more funds holding

Funds holding: 1,7711,804 (+33)

0.84% less ownership

Funds ownership: 54.92%54.08% (-0.84%)

11% less call options, than puts

Call options by funds: $820M | Put options by funds: $923M

18% less funds holding in top 10

Funds holding in top 10: 8469 (-15)

43% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 900

Holders
1,804
Holders Change
+33
Holders Change %
+1.86%
% of All Funds
39.04%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.49%
New
154
Increased
516
Reduced
900
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1401
North American Management
Massachusetts
$362K
FWCM
1402
Ferguson Wellman Capital Management
Oregon
$361K +$4.28K +84 +1%
WG
1403
Welch Group
Alabama
$361K +$9.32K +183 +3%
EF
1404
Empirical Finance
Pennsylvania
$361K +$70.3K +1,379 +26%
BIC
1405
Beach Investment Counsel
Pennsylvania
$360K
VIM
1406
Veritas Investment Management
United Kingdom
$360K
VCWA
1407
Vanguard Capital Wealth Advisors
Colorado
$359K
FI
1408
FormulaFolio Investments
Michigan
$357K +$72.1K +1,416 +27%
RCM
1409
RB Capital Management
Nevada
$356K +$337K +6,623 New
EDRH
1410
Edmond de Rothschild Holding
Switzerland
$355K -$88.5K -1,737 -21%
BST
1411
Bath Savings Trust
Maine
$355K -$3.46K -68 -1%
PO
1412
Private Ocean
California
$355K +$120K +2,363 +56%
KFGK
1413
Keystone Financial Group (Kentucky)
Kentucky
$355K +$337K +6,613 New
AFM
1414
Andesa Financial Management
Pennsylvania
$354K +$334K +6,552 New
VCAM
1415
Van Cleef Asset Management
Ohio
$353K -$44.2K -867 -12%
LF
1416
Lee Financial
Texas
$351K -$102 -2 -0%
BRWM
1417
B. Riley Wealth Management
Tennessee
$351K +$29.4K +578 +10%
ATPW
1418
Ashton Thomas Private Wealth
Arizona
$350K +$332K +6,520 New
AW
1419
ACG Wealth
Georgia
$348K -$49.6K -974 -13%
GD
1420
Grandfield & Dodd
New York
$348K -$20.4K -400 -6%
FWM
1421
Focused Wealth Management
New York
$348K -$10.1K -199 -3%
HHGA
1422
Halbert Hargrove Global Advisors
California
$348K -$3.41K -67 -1%
BI
1423
Ballast Inc
Kentucky
$347K
WSCM
1424
Wellington Shields Capital Management
New York
$346K -$12.7K -250 -4%
CWS
1425
Cypress Wealth Services
California
$344K -$7.18K -141 -2%

ORCL Hedge Fund Activity: Q1 2019 in Review

1,804 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2019, worth a combined $99.1B — up 12% from $88.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new ORCL positions and 102 closed out — a net gain of 52 holders — while 516 added to existing stakes and 900 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $242M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $340M sold.

  • 1,804 institutional investors held Oracle (ORCL) as of Q1 2019, up from 1,771 in Q4 2018.
  • Funds reported $99.1B of Oracle stock for Q1 2019, up 12% quarter-over-quarter.
  • 154 funds opened new Oracle positions in Q1 2019 and 102 closed out, a net change of +52 holders.
  • The largest Oracle buyer in Q1 2019 was Geode Capital Management, an estimated $242M added.
  • The largest Oracle seller in Q1 2019 was Veritas Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2019.