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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
Aberdeen Group
126
Aberdeen Group
United Kingdom
$116M -$156M -3,057,264 -59%
Swedbank
127
Swedbank
Sweden
$112M -$6.3M -123,574 -6%
AG
128
Aperio Group
California
$110M +$8.21M +161,169 +9%
KeyBank National Association
129
KeyBank National Association
Ohio
$109M -$3.02M -59,200 -3%
RJA
130
Raymond James & Associates
Florida
$105M +$264K +5,183 +0.3%
KBC Group
131
KBC Group
Belgium
$103M -$1.42M -27,804 -1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$100M -$32.4M -635,753 -25%
Toronto Dominion Bank
133
Toronto Dominion Bank
Ontario, Canada
$99.3M +$12.7M +250,174 +16%
IVA
134
International Value Advisers
$99.2M -$150M -2,942,380 -61%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$97.6M -$2.21M -43,462 -2%
Two Sigma Advisers
136
Two Sigma Advisers
New York
$91.1M -$42.9M -841,800 -33%
US Bancorp
137
US Bancorp
Minnesota
$90.1M -$1.88M -36,958 -2%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$89M +$6.79M +133,360 +9%
MSV
139
MN Services Vermogensbeheer
Netherlands
$88.2M -$2.32M -45,500 -3%
FMI
140
Factory Mutual Insurance
Massachusetts
$87.5M -$47.1M -924,800 -36%
BTW
141
Boston Trust Walden
Massachusetts
$87.5M +$2.25M +44,198 +3%
SRIM
142
Saratoga Research & Investment Management
California
$87.5M +$1.08M +21,280 +1%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$86.4M +$4.54M +89,027 +6%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$84.2M -$8.28M -162,453 -9%
TPI
145
Tesco Pension Investment
United Kingdom
$83.3M +$3.72M +72,974 +5%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$81.8M -$3.21M -62,914 -4%
HTC
147
Haverford Trust Company
Pennsylvania
$81.3M +$1.21M +23,729 +2%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$80.8M -$6.59M -129,442 -8%
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$80M +$49.9M +980,192 +193%
DLA
150
Douglas Lane & Associates
New York
$79.7M -$556K -10,908 -0.7%

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.