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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1426
StoneX Group
New York
$274K +$249K +5,474 New
SGCA
1427
Steel Grove Capital Advisors
Tennessee
$271K -$35.5K -780 -13%
EHC
1428
Everett Harris & Co
California
$271K -$9.12K -200 -4%
DAC
1429
Dividend Assets Capital
South Carolina
$271K
KP
1430
Keel Point
Alabama
$268K +$638 +14 +0.3%
LCM
1431
Lucas Capital Management
New Jersey
$267K -$139K -3,050 -36%
BWA
1432
BDO Wealth Advisors
Florida
$267K +$243K +5,325 New
CM
1433
Capital Management
Virginia
$266K -$59.2K -1,300 -20%
BFIM
1434
Beese Fulmer Investment Management
Ohio
$265K -$22.2K -488 -8%
TWA
1435
TCI Wealth Advisors
Arizona
$259K -$7.57K -166 -3%
BIM
1436
Baldwin Investment Management
Pennsylvania
$258K -$13.7K -300 -6%
JCM
1437
Janney Capital Management
Pennsylvania
$258K
HWA
1438
Heritage Wealth Advisors
Virginia
$258K +$11.4K +250 +5%
CCM
1439
Condor Capital Management
New Jersey
$257K -$19.6K -430 -8%
CPIG
1440
Chicago Partners Investment Group
Illinois
$254K -$17.2K -378 -6%
MLL
1441
Moody Lynn & Lieberson
Massachusetts
$254K +$231K +5,075 New
UBWV
1442
United Bank (West Virginia)
West Virginia
$253K
NAM
1443
NTV Asset Management
West Virginia
$252K
TG
1444
TLP Group
Illinois
$252K +$229K +5,024 New
CCA
1445
Covey Capital Advisors
Georgia
$251K
RCM
1446
Radnor Capital Management
Pennsylvania
$251K
RP
1447
Riverbridge Partners
Minnesota
$251K
IAMOG
1448
Investors Asset Management of Georgia
Georgia
$250K -$9.12K -200 -4%
SGK
1449
Steigerwald Gordon & Koch
Virginia
$250K -$6.75K -148 -3%
BCA
1450
Bray Capital Advisors
Florida
$250K

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.