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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
SIM
1476
SSI Investment Management
California
$324K -$1.41K -26 -0.5%
GEM
1477
Global Endowment Management
North Carolina
$323K
ESB
1478
Essex Savings Bank
Connecticut
$322K +$172K +3,181 +128%
CG
1479
Cynosure Group
Utah
$322K +$306K +5,659 New
DAC
1480
Dividend Assets Capital
South Carolina
$320K
FDCC
1481
Foster Dykema Cabot & Co
Massachusetts
$319K
FHC
1482
First Heartland Consultants
Missouri
$319K +$2.54K +47 +0.8%
HWA
1483
Heritage Wealth Advisors
Virginia
$317K +$15.7K +291 +6%
EGA
1484
Eagle Global Advisors
Texas
$316K -$34.3K -633 -10%
EHC
1485
Everett Harris & Co
California
$316K
RCM
1486
Radnor Capital Management
Pennsylvania
$315K +$6.76K +125 +2%
CFGS
1487
Concourse Financial Group Securities
Alabama
$314K -$45.1K -834 -13%
BB
1488
Bell Bank
North Dakota
$314K -$5.68K -105 -2%
TC
1489
Truvestments Capital
Florida
$314K +$144K +2,668 +94%
BCWM
1490
Blue Chip Wealth Management
Florida
$313K -$17.6K -326 -6%
WWM
1491
Western Wealth Management
Colorado
$313K -$11.5K -212 -4%
SFG
1492
Summit Financial Group
West Virginia
$312K -$5.41K -100 -2%
TWA
1493
TCI Wealth Advisors
Arizona
$310K -$7.58K -140 -3%
AF
1494
Affiance Financial
Minnesota
$310K -$6.82K -126 -2%
KWMG
1495
King Wealth Management Group
Florida
$308K +$292K +5,399 New
GEA
1496
Glen Eagle Advisors
New Jersey
$306K
SIC
1497
Sigma Investment Counselors
Michigan
$306K -$271 -5 -0.1%
QT
1498
Quantamental Technologies
New York
$306K +$67.6K +1,250 +30%
BFC
1499
Bedel Financial Consulting
Indiana
$304K
AA
1500
Alesco Advisors
New York
$304K +$2.49K +46 +0.9%

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.