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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
DW
1526
Domani Wealth
Pennsylvania
$264K
RIS
1527
Retirement Income Solutions
Michigan
$264K
APW
1528
Acima Private Wealth
Virginia
$263K
BIAS
1529
Beacon Investment Advisory Services
New Jersey
$262K -$1.05M -20,654 -81%
BAS
1530
Brown Advisory Securities
Maryland
$260K -$182K -3,578 -43%
NAM
1531
NTV Asset Management
West Virginia
$259K
SWA
1532
SFMG Wealth Advisors
Texas
$258K +$509 +10 +0.2%
CPIA
1533
Cornell Pochily Investment Advisors
New York
$257K -$128K -2,507 -34%
LCM
1534
Laurion Capital Management
New York
$256K -$866 -17 -0.4%
BFIM
1535
Beese Fulmer Investment Management
Ohio
$256K
HFA
1536
High Falls Advisors
New York
$256K +$204 +4 +0.1%
GWAG
1537
Garrett Wealth Advisory Group
Texas
$256K +$713 +14 +0.3%
PFS
1538
Prospera Financial Services
Texas
$255K +$242K +4,747 New
EP
1539
Edgestream Partners
New Jersey
$255K +$242K +4,757 New
SCA
1540
Stonebridge Capital Advisors
Minnesota
$254K -$16.8K -330 -7%
PCP
1541
Proficio Capital Partners
Massachusetts
$254K +$4.13K +81 +2%
WAP
1542
Wealthcare Advisory Partners
Pennsylvania
$254K +$9.12K +179 +4%
WIC
1543
Wilkins Investment Counsel
Massachusetts
$252K -$71.3K -1,400 -23%
CAMG
1544
CWA Asset Management Group
Florida
$252K +$239K +4,685 New
B
1545
Brightworth
Georgia
$252K +$239K +4,695 New
AWA
1546
ARS Wealth Advisors
Florida
$251K +$4.23K +83 +2%
CCM
1547
Condor Capital Management
New Jersey
$250K -$4.48K -88 -2%
WI
1548
Wedgewood Investors
Pennsylvania
$250K +$9.43K +185 +4%
PL
1549
Plancorp LLC
Missouri
$250K +$237K +4,649 New
W
1550
Wealthquest
Ohio
$249K +$7.54K +148 +3%

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.