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Oracle

1,816 hedge funds and large institutions have $103B invested in Oracle in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 862 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 6986 (+17)

4% more capital invested

Capital invested by funds: $99.1B → $103B (+$3.47B)

1% more funds holding

Funds holding: 1,8041,816 (+12)

0.21% less ownership

Funds ownership: 54.08%53.87% (-0.21%)

34% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 862

51% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.59B

Holders
1,816
Holders Change
+12
Holders Change %
+0.67%
% of All Funds
39.44%
Holding in Top 10
86
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+24.64%
% of All Funds
1.87%
New
113
Increased
567
Reduced
862
Closed
81
Calls
$785M
Puts
$1.59B
Net Calls
-$801M
Net Calls Change
-$698M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
1426
Lee Financial
Texas
$372K
LDFR
1427
Lehman & Derafelo Financial Resources
Pennsylvania
$372K +$32.5K +600 +11%
GLA
1428
Good Life Advisors
Pennsylvania
$370K -$47.1K -870 -12%
EDRH
1429
Edmond de Rothschild Holding
Switzerland
$370K -$5.95K -110 -2%
GD
1430
Grandfield & Dodd
New York
$370K
KTC
1431
Kistler-Tiffany Companies
Pennsylvania
$368K -$40.6K -750 -10%
BI
1432
Ballast Inc
Kentucky
$368K
ATPW
1433
Ashton Thomas Private Wealth
Arizona
$367K -$4.49K -83 -1%
HHGA
1434
Halbert Hargrove Global Advisors
California
$366K -$3.14K -58 -0.9%
GAM
1435
Gemmer Asset Management
California
$365K -$42.7K -789 -11%
MWM
1436
Modera Wealth Management
New Jersey
$363K +$2.6K +48 +0.8%
WA
1437
Wheatland Advisors
Pennsylvania
$362K
PWPS
1438
Pinnacle Wealth Planning Services
Ohio
$362K +$36.3K +671 +12%
WA
1439
Wambolt & Associates
Colorado
$360K +$487 +9 +0.1%
NC
1440
Noked Capital
Israel
$359K -$146K -2,700 -30%
NI
1441
Noked Israel
Israel
$359K -$146K -2,700 -30%
FWM
1442
Focused Wealth Management
New York
$359K -$9.41K -174 -3%
PCM
1443
Pointe Capital Management
Michigan
$357K -$202K -3,725 -37%
PWMG
1444
Prestige Wealth Management Group
New Jersey
$357K -$185K -3,422 -35%
OSNBOA
1445
Old Second National Bank of Aurora
Illinois
$356K
PHAM
1446
Palisades Hudson Asset Management
Florida
$356K
DT
1447
Diversified Trust
Tennessee
$353K -$125K -2,307 -27%
JWM
1448
JGP Wealth Management
Oregon
$353K +$108K +2,000 +48%
CA
1449
Cumberland Advisors
Florida
$352K
MF
1450
Manchester Financial
California
$352K

ORCL Hedge Fund Activity: Q2 2019 in Review

1,816 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2019, worth a combined $103B — up 3.5% from $99.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ORCL positions and 81 closed out — a net gain of 32 holders — while 567 added to existing stakes and 862 trimmed.

The largest buyer was Nuveen, adding an estimated $541M. The largest seller was Vanguard Group, cutting an estimated $661M.

  • 1,816 institutional investors held Oracle (ORCL) as of Q2 2019, up from 1,804 in Q1 2019.
  • Funds reported $103B of Oracle stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 113 funds opened new Oracle positions in Q2 2019 and 81 closed out, a net change of +32 holders.
  • The largest Oracle buyer in Q2 2019 was Nuveen, an estimated $541M added.
  • The largest Oracle seller in Q2 2019 was Vanguard Group, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2019.