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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
CA
1501
Calton & Associates
Florida
$304K +$15K +278 +5%
FC
1502
FCA Corp
Texas
$304K +$289K +5,342 New
HPC
1503
Hobart Private Capital
North Carolina
$303K
CWS
1504
Cypress Wealth Services
California
$303K -$58.5K -1,081 -17%
HH
1505
Hilltop Holdings
Texas
$303K -$2.16K -40 -0.7%
PCP
1506
Proficio Capital Partners
Massachusetts
$302K +$30.3K +560 +12%
FPCP
1507
Fort Point Capital Partners
California
$299K -$21.6K -400 -7%
WPC
1508
White Pine Capital
Minnesota
$299K
BWP
1509
BSW Wealth Partners
Colorado
$297K +$282K +5,217 New
FMW
1510
Farr Miller & Washington
District of Columbia
$296K -$180K -3,330 -39%
THWM
1511
Taylor Hoffman Wealth Management
Virginia
$296K -$54.1K -1,000 -16%
HFA
1512
Huber Financial Advisors
Illinois
$296K -$27K -499 -9%
BFC
1513
Blue Fin Capital
Rhode Island
$296K -$21.9K -405 -7%
LWCFA
1514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$296K
GIA
1515
Gladstone Institutional Advisory
Florida
$295K +$280K +5,177 New
PWMAG
1516
Pinnacle Wealth Management Advisory Group
New Jersey
$294K -$14.9K -275 -5%
MSS
1517
Mitchell Sinkler & Starr
Pennsylvania
$294K
DDC
1518
DF Dent & Co
Maryland
$294K +$61.7K +1,140 +28%
SFG
1519
SNS Financial Group
Minnesota
$291K
IA
1520
Independence Advisors
Pennsylvania
$290K
TH
1521
TCTC Holdings
Texas
$290K
BWM
1522
Baystate Wealth Management
Massachusetts
$289K +$97.7K +1,806 +57%
CFD
1523
Creative Financial Designs
Indiana
$289K +$243K +4,500 +1,264%
CCG
1524
Chatham Capital Group
Georgia
$288K
FI
1525
FormulaFolio Investments
Michigan
$287K -$86.4K -1,596 -24%

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.