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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
VIM
1526
Vista Investment Management
Pennsylvania
$287K -$3.79K -70 -1%
NFG
1527
NewFocus Financial Group
Washington
$286K
RP
1528
Riverbridge Partners
Minnesota
$285K
WCAMG
1529
Woodard & Company Asset Management Group
North Carolina
$285K
IAMOG
1530
Investors Asset Management of Georgia
Georgia
$284K
B
1531
Brightworth
Georgia
$284K +$15.4K +284 +6%
CBN
1532
Cadence Bank NA
Texas
$283K -$12.6K -232 -4%
SWA
1533
SFMG Wealth Advisors
Texas
$282K +$162 +3 +0.1%
CIA
1534
Cascade Investment Advisors
Oregon
$279K -$13.5K -250 -5%
APW
1535
Acima Private Wealth
Virginia
$279K
RIS
1536
Retirement Income Solutions
Michigan
$279K
DAS
1537
Dynamic Advisor Solutions
Arizona
$279K +$15.9K +294 +6%
HB
1538
Homrich & Berg
Georgia
$278K -$54.5K -1,007 -17%
BIAS
1539
Beacon Investment Advisory Services
New Jersey
$278K
WCM
1540
Whitener Capital Management
North Carolina
$276K -$10.8K -200 -4%
NAM
1541
NTV Asset Management
West Virginia
$275K
GWAG
1542
Garrett Wealth Advisory Group
Texas
$275K +$5.41K +100 +2%
MF
1543
Magnetar Financial
Illinois
$275K +$262K +4,833 New
CAL
1544
Capital Advisors Ltd
Ohio
$274K +$14.4K +267 +6%
HFA
1545
High Falls Advisors
New York
$273K +$1.08K +20 +0.4%
WAP
1546
Wealthcare Advisory Partners
Pennsylvania
$273K +$3.9K +72 +2%
ANTB
1547
AMG National Trust Bank
Colorado
$272K -$1.4M -25,937 -84%
AWA
1548
ARS Wealth Advisors
Florida
$272K +$5.46K +101 +2%
CFSG
1549
Community Financial Services Group
Vermont
$271K -$117K -2,163 -31%
LCM
1550
Laurion Capital Management
New York
$268K -$3.9K -72 -2%

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.