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Oracle

1,573 hedge funds and large institutions have $109B invested in Oracle in 2017 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 559 increasing their positions, 700 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $641M

79% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 76

56% more funds holding in top 10

Funds holding in top 10: 68106 (+38)

18% more capital invested

Capital invested by funds: $92.3B → $109B (+$16.2B)

3% more funds holding

Funds holding: 1,5281,573 (+45)

0.6% more ownership

Funds ownership: 58.54%59.14% (+0.6%)

20% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 700

Holders
1,573
Holders Change
+45
Holders Change %
+2.95%
% of All Funds
39.16%
Holding in Top 10
106
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+55.88%
% of All Funds
2.64%
New
136
Increased
559
Reduced
700
Closed
76
Calls
$1.19B
Puts
$641M
Net Calls
+$553M
Net Calls Change
+$842M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1526
Advocacy Wealth Management Services
Georgia
$30K
BIG
1527
Bellwether Investment Group
Tennessee
$28K -$416 -10 -2%
SCA
1528
Stuart Chaussee & Associates
California
$28K
WP
1529
WealthPLAN Partners
Nebraska
$27.3K +$25.5K +613 New
MIC
1530
MU Investments Company
Japan
$27K -$7.5K -180 -23%
LCM
1531
Liberty Capital Management
Michigan
$27K
WA
1532
Winfield Associates
Ohio
$24K
CCMW
1533
Cypress Capital Management (Wyoming)
Wyoming
$22.3K
MCA
1534
Mercer Capital Advisers
New Jersey
$22K
MWM
1535
MinichMacGregor Wealth Management
New York
$22K +$1.33K +32 +7%
CFN
1536
Cordasco Financial Network
Florida
$18K
CPA
1537
Cowen Prime Advisors
New York
$18K
SA
1538
SpiderRock Advisors
Delaware
$18K
BCI
1539
Brinker Capital Investments
Pennsylvania
$16K +$14.5K +348 New
JAM
1540
Jolley Asset Management
North Carolina
$15K -$39.6K -950 -74%
TIM
1541
Tortoise Investment Management
New York
$15K +$5.7K +137 +69%
NCM
1542
New Capital Management
Texas
$14K
ANBT
1543
American National Bank & Trust
Texas
$12K +$1.58K +38 +17%
SA
1544
SRH Advisors
Kansas
$11K
HS
1545
Horan Securities
United States
$11K +$10.4K +250 New
AWA
1546
Artemis Wealth Advisors
New York
$10.9K
NC
1547
NewSquare Capital
Pennsylvania
$9K -$23.6K -566 -74%
AFIA
1548
America First Investment Advisors
Nebraska
$9K
HWM
1549
Holloway Wealth Management
Florida
$9K
SHJ
1550
Sharkey, Howes & Javer
Colorado
$9K

ORCL Hedge Fund Activity: Q1 2017 in Review

1,573 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2017, worth a combined $109B — up 18% from $92.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new ORCL positions and 76 closed out — a net gain of 60 holders — while 559 added to existing stakes and 700 trimmed.

The largest buyer was BlackRock, adding an estimated $7.6B. The largest seller was LSV Asset Management, cutting an estimated $293M.

  • 1,573 institutional investors held Oracle (ORCL) as of Q1 2017, up from 1,528 in Q4 2016.
  • Funds reported $109B of Oracle stock for Q1 2017, up 18% quarter-over-quarter.
  • 136 funds opened new Oracle positions in Q1 2017 and 76 closed out, a net change of +60 holders.
  • The largest Oracle buyer in Q1 2017 was BlackRock, an estimated $7.6B added.
  • The largest Oracle seller in Q1 2017 was LSV Asset Management, an estimated $293M sold.

Based on aggregated 13F filings for Q1 2017.