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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
PO
1526
Private Ocean
California
$181K
MLFP
1527
MPS Loria Financial Planners
Illinois
$180K +$168K +3,693 New
FBT
1528
First Bank & Trust
South Dakota
$177K
PHK
1529
Point72 Hong Kong
Hong Kong
$176K -$77.5K -1,700 -33%
LWM
1530
Lenox Wealth Management
Ohio
$176K -$9.39K -206 -6%
VNA
1531
Valley National Advisers
Pennsylvania
$175K +$273 +6 +0.2%
IF
1532
Ironwood Financial
Arizona
$174K
OIA
1533
OneDigital Investment Advisors
Kansas
$170K +$155K +3,391 New
WA
1534
WealthTrust-Arizona
Arizona
$169K +$46.9K +1,029 +44%
PFBT
1535
Parkside Financial Bank & Trust
Missouri
$163K +$24.7K +541 +20%
MA
1536
MCF Advisors
Kentucky
$156K +$9.16K +201 +7%
JWA
1537
JFS Wealth Advisors
Pennsylvania
$150K +$32K +702 +31%
WA
1538
WFG Advisors
Texas
$148K -$365 -8 -0.3%
MBT
1539
Monroe Bank & Trust
Michigan
$144K +$30.8K +675 +31%
RFA
1540
Reilly Financial Advisors
California
$141K +$13.7K +300 +12%
NEAM
1541
New England Asset Management
Connecticut
$139K
CHP
1542
Cable Hill Partners
Oregon
$139K +$37.7K +827 +42%
OFS
1543
Orrstown Financial Services
Pennsylvania
$138K -$7.98K -175 -6%
GBBWRPM
1544
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$135K +$18.2K +400 +17%
DSN
1545
D. Scott Neal
Kentucky
$134K
EMG
1546
ETF Managers Group
New Jersey
$133K +$121K +2,648 New
CCM
1547
Cribstone Capital Management
Maine
$131K +$5.65K +124 +5%
SOADOR
1548
State of Alaska Department of Revenue
Alaska
$129K +$118K +2,590 New
HCM
1549
Highlander Capital Management
New Jersey
$123K
BWM
1550
Baystate Wealth Management
Massachusetts
$123K +$9.39K +206 +9%

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.