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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
WI
1476
Wedgewood Investors
Pennsylvania
$227K
WCM
1477
Windward Capital Management
California
$226K -$8.16K -179 -4%
PCP
1478
Proficio Capital Partners
Massachusetts
$224K -$4.01K -88 -2%
RC
1479
Randolph Company
Ohio
$224K +$204K +4,475 New
AA
1480
Alesco Advisors
New York
$223K +$203K +4,448 New
Kovitz Investment Group Partners
1481
Kovitz Investment Group Partners
Illinois
$223K +$203K +4,454 New
NCCM
1482
Nine Chapters Capital Management
New Jersey
$221K -$661K -14,500 -77%
CAG
1483
Crestwood Advisors Group
Massachusetts
$221K -$33.5K -735 -14%
ACM
1484
Armbruster Capital Management
New York
$221K
DDPIC
1485
Deroy & Devereaux Private Investment Counsel
Michigan
$221K +$201K +4,400 New
WG
1486
Welch Group
Alabama
$219K +$25.5K +560 +15%
TFF
1487
The Family Firm
Maryland
$218K +$198K +4,342 New
LIA
1488
LBMC Investment Advisors
Tennessee
$217K +$197K +4,319 New
GRQ
1489
Gardner Russo & Quinn
Pennsylvania
$216K +$196K +4,300 New
WDA
1490
Wendell David Associates
New Hampshire
$214K -$26.7K -585 -12%
SA
1491
SpiderRock Advisors
Delaware
$214K
ECAM
1492
East Coast Asset Management
Massachusetts
$213K +$194K +4,247 New
CAAS
1493
Capital Asset Advisory Services
Michigan
$213K +$194K +4,249 New
HR
1494
Howe & Rusling
New York
$212K +$3.24K +71 +2%
TCM
1495
Telos Capital Management
California
$212K +$193K +4,231 New
HJA
1496
Hugh Johnson Advisors
New York
$212K +$193K +4,233 New
BO
1497
BRR OpCo
Ohio
$211K -$15K -330 -7%
OA
1498
Opes Advisors
California
$211K +$191K +4,192 New
WKWM
1499
Walter & Keenan Wealth Management
Indiana
$211K +$191K +4,200 New
CAM
1500
Congress Asset Management
Massachusetts
$210K +$191K +4,195 New

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.