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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
IBOK
1426
Independence Bank of Kentucky
Kentucky
$343K -$67.5K -1,325 -17%
TMAM
1427
Tokio Marine Asset Management
Japan
$342K +$5.35K +105 +2%
CCP
1428
Clarkston Capital Partners
Michigan
$341K -$61.2K -1,201 -16%
WA
1429
Wheatland Advisors
Pennsylvania
$341K
CFGS
1430
Concourse Financial Group Securities
Alabama
$340K -$54.2K -1,064 -14%
MWM
1431
Modera Wealth Management
New Jersey
$340K -$11.1K -217 -3%
WA
1432
Wambolt & Associates
Colorado
$340K -$2.34K -46 -0.7%
CC
1433
Chicago Capital
Illinois
$338K +$40.2K +789 +14%
PHAM
1434
Palisades Hudson Asset Management
Florida
$336K -$78K -1,530 -20%
OSNBOA
1435
Old Second National Bank of Aurora
Illinois
$335K -$453K -8,893 -59%
PAS
1436
Partnervest Advisory Services
California
$334K -$28.4K -558 -8%
THWM
1437
Taylor Hoffman Wealth Management
Virginia
$333K
KIM
1438
Karpus Investment Management
New York
$333K +$314K +6,158 New
CA
1439
Cumberland Advisors
Florida
$332K
MF
1440
Manchester Financial
California
$332K
EGA
1441
Eagle Global Advisors
Texas
$332K +$6.78K +133 +2%
GFS
1442
GYL Financial Synergies
Connecticut
$329K -$1.68K -33 -0.5%
PAS
1443
Professional Advisory Services
Florida
$329K
REMPR
1444
Roof Eidam Maycock Peralta (REMP)
California
$329K
MWPCG
1445
Measured Wealth Private Client Group
New Hampshire
$329K +$312K +6,121 New
PVWM
1446
Point View Wealth Management
New Jersey
$326K -$3.77K -74 -1%
NIM
1447
NuWave Investment Management
New Jersey
$324K -$216K -4,244 -41%
GKWIM
1448
Gerber Kawasaki Wealth & Investment Management
California
$324K
AP
1449
Appleton Partners
Massachusetts
$322K +$4.58K +90 +2%
EB
1450
Eastern Bank
Massachusetts
$321K -$45.5K -894 -13%

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.