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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
OCM
1501
One Capital Management
California
$208K +$189K +4,157 New
WIC
1502
Water Island Capital
New York
$207K -$454K -9,961 -71%
LWAC
1503
Laurel Wealth Advisors (California)
California
$207K +$188K +4,129 New
ABP
1504
Arthur B. Page
$206K -$28.5K -625 -13%
FPS
1505
Fieldpoint Private Securities
Connecticut
$206K
SCG
1506
Sonata Capital Group
Washington
$206K +$187K +4,100 New
SFM
1507
Signature Financial Management
Virginia
$206K +$188K +4,120 New
RAM
1508
Riggs Asset Management
Pennsylvania
$205K +$27.3K +600 +17%
MHIC
1509
Marble Harbor Investment Counsel
Massachusetts
$205K +$186K +4,080 New
HWM
1510
Highwater Wealth Management
Colorado
$205K +$186K +4,087 New
BRA
1511
Bender Robert & Associates
California
$205K +$186K +4,092 New
HI
1512
Hudock Inc
Pennsylvania
$203K +$2.96K +65 +2%
PAA
1513
Peregrine Asset Advisers
Oregon
$203K +$184K +4,036 New
EGA
1514
E&G Advisors
Texas
$201K -$68.4K -1,500 -27%
HCMT
1515
Highland Capital Management (Texas)
Texas
$201K +$182K +4,000 New
HW
1516
Hancock Whitney
Mississippi
$201K +$182K +4,004 New
TCOO
1517
Trust Company of Oklahoma
Oklahoma
$201K -$38.7K -850 -18%
SCA
1518
Stonebridge Capital Advisors
Minnesota
$200K +$182K +3,995 New
ATC
1519
Adirondack Trust Company
New York
$199K -$19.6K -430 -10%
SFG
1520
SevenBridge Financial Group
Pennsylvania
$194K +$45.3K +995 +35%
NO
1521
Ninety One
South Africa
$188K
PCA
1522
Peddock Capital Advisors
Massachusetts
$188K
AIM
1523
Assured Investment Management
New York
$183K -$1.78M -39,083 -91%
DOA
1524
D'Orazio & Associates
Virginia
$183K +$91 +2 +0.1%
HT
1525
Heritage Trust
Oklahoma
$182K +$33.1K +727 +25%

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.