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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
OWA
1501
One Wealth Advisors
California
$279K +$265K +5,196 New
MSS
1502
Mitchell Sinkler & Starr
Pennsylvania
$277K
CIA
1503
Cascade Investment Advisors
Oregon
$277K -$16.6K -325 -6%
BCM
1504
Brookstone Capital Management
Illinois
$276K -$81K -1,589 -24%
VIM
1505
Vista Investment Management
Pennsylvania
$275K -$252K -4,943 -49%
WTFG
1506
Wells Trecaso Financial Group
Ohio
$275K -$30.2K -592 -10%
SFG
1507
SNS Financial Group
Minnesota
$274K -$25.5K -500 -9%
TH
1508
TCTC Holdings
Texas
$274K
IA
1509
Independence Advisors
Pennsylvania
$273K
ALAM
1510
Asahi Life Asset Management
Japan
$273K +$40.8K +800 +19%
OFS
1511
Orrstown Financial Services
Pennsylvania
$272K -$784K -15,382 -75%
CCG
1512
Chatham Capital Group
Georgia
$272K
CA
1513
Calton & Associates
Florida
$272K +$258K +5,059 New
CB
1514
Cadence Bank
Mississippi
$271K -$92.2K -1,810 -26%
MHIM
1515
MacNealy Hoover Investment Management
Ohio
$271K +$12.1K +237 +5%
WCM
1516
Whitener Capital Management
North Carolina
$270K -$15.3K -300 -6%
GF
1517
Gabelli Funds
New York
$269K -$127K -2,500 -33%
NFG
1518
NewFocus Financial Group
Washington
$269K
RP
1519
Riverbridge Partners
Minnesota
$269K
WCAMG
1520
Woodard & Company Asset Management Group
North Carolina
$269K
NED
1521
Nancy E. Dempze
$268K -$91.7K -1,800 -26%
BBI
1522
Baxter Bros Inc
Connecticut
$268K -$43.3K -850 -15%
IAMOG
1523
Investors Asset Management of Georgia
Georgia
$267K
OAM
1524
Oak Asset Management
California
$266K +$252K +4,956 New
B
1525
Bridgeworth
Alabama
$265K +$251K +4,927 New

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.