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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
KWM
1451
Kingsview Wealth Management
Oregon
$248K +$6.93K +152 +3%
DW
1452
Domani Wealth
Pennsylvania
$247K
LWCFA
1453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K
VCP
1454
Vista Capital Partners
Oregon
$247K
PCM
1455
Penserra Capital Management
California
$247K +$26K +570 +13%
SICM
1456
Sustainable Insight Capital Management
New York
$246K +$223K +4,900 New
STMM
1457
South Texas Money Management
Texas
$245K +$4.6K +101 +2%
SXL
1458
Summit X LLC
Missouri
$245K +$223K +4,895 New
ST
1459
Sabal Trust
Florida
$244K +$4.56K +100 +2%
FC
1460
FIC Capital
New York
$243K -$54.7K -1,200 -20%
PP
1461
Patten & Patten
Tennessee
$241K
PFS
1462
Prospera Financial Services
Texas
$240K +$221K +4,839 New
BPB
1463
Badgley, Phelps & Bell
Washington
$237K -$31.9K -700 -13%
FI
1464
FormulaFolio Investments
Michigan
$236K -$4.24K -93 -2%
ECM
1465
Estabrook Capital Management
New York
$236K -$41K -900 -16%
CFD
1466
Creative Financial Designs
Indiana
$234K +$5.1K +112 +2%
NFP
1467
Narus Financial Partners
Utah
$233K -$4.56K -100 -2%
FNB
1468
Farmers National Bank
Kentucky
$233K +$17.3K +380 +9%
MCM
1469
Monarch Capital Management
Indiana
$232K -$8.66K -190 -4%
JFGLC
1470
Johnson Financial Group LLC (Colorado)
Colorado
$232K -$3.05K -67 -1%
BBI
1471
Baxter Bros Inc
Connecticut
$232K +$4.6K +101 +2%
PFA
1472
Paradigm Financial Advisors
Missouri
$229K -$86.6K -1,900 -29%
PL
1473
Plancorp LLC
Missouri
$229K
CAL
1474
Capital Advisors Ltd
Ohio
$228K
GIP
1475
Greatmark Investment Partners
Georgia
$228K

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.