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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
TWA
1476
TCI Wealth Advisors
Arizona
$300K -$8.56K -168 -3%
AF
1477
Affiance Financial
Minnesota
$299K -$18.7K -367 -6%
SFG
1478
Summit Financial Group
West Virginia
$299K -$6.62K -130 -2%
FIM
1479
Frontier Investment Management
Texas
$299K +$38.1K +748 +16%
EHC
1480
Everett Harris & Co
California
$298K +$5.55K +109 +2%
FHC
1481
First Heartland Consultants
Missouri
$298K +$283K +5,548 New
GAM
1482
GQ Asset Management
New York
$298K +$283K +5,549 New
BPB
1483
Badgley, Phelps & Bell
Washington
$297K -$86.6K -1,700 -24%
ST
1484
Sabal Trust
Florida
$294K -$53.9K -1,057 -16%
CCM
1485
Cadence Capital Management
Massachusetts
$293K +$278K +5,455 New
PWMAG
1486
Pinnacle Wealth Management Advisory Group
New Jersey
$292K -$51 -1 -0%
RCM
1487
Radnor Capital Management
Pennsylvania
$290K
GEA
1488
Glen Eagle Advisors
New Jersey
$289K
HH
1489
Hilltop Holdings
Texas
$288K -$101K -1,976 -27%
SIC
1490
Sigma Investment Counselors
Michigan
$288K +$9.02K +177 +3%
GSWM
1491
Golden State Wealth Management
California
$288K +$273K +5,367 New
HPC
1492
Hobart Private Capital
North Carolina
$286K
BFC
1493
Bedel Financial Consulting
Indiana
$286K
AA
1494
Alesco Advisors
New York
$284K +$42.5K +834 +19%
HWA
1495
Heritage Wealth Advisors
Virginia
$284K
FIA
1496
Foundations Investment Advisors
Arizona
$282K -$134K -2,622 -33%
WPC
1497
White Pine Capital
Minnesota
$282K
CBN
1498
Cadence Bank NA
Texas
$280K
SFA
1499
Semmax Financial Advisors
North Carolina
$280K +$32K +628 +14%
LWCFA
1500
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$279K +$34.2K +671 +15%

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.