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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
AIM
1551
Advantage Investment Management
Iowa
$121K +$10K +220 +10%
CWM
1552
Cranbrook Wealth Management
Michigan
$120K
VCM
1553
Versant Capital Management
Arizona
$120K +$1.14K +25 +1%
RBC
1554
Roble Belko & Company
Pennsylvania
$117K -$9.12K -200 -8%
WAS
1555
WESPAC Advisors SoCal
California
$115K -$2.28K -50 -2%
CFA
1556
Camarda Financial Advisors
Florida
$112K
BWA
1557
Burt Wealth Advisors
Maryland
$107K +$4.01K +88 +4%
RWG
1558
Regal Wealth Group
California
$105K
GI
1559
Gradient Investments
Minnesota
$100K -$25.1K -550 -22%
AIM
1560
Acrospire Investment Management
Illinois
$100K +$82K +1,800 +947%
TC
1561
Trust Company
Kansas
$96K
JIR
1562
James Investment Research
Ohio
$94K
BL
1563
Balentine LLC
Georgia
$93K -$3.65K -80 -4%
JCM
1564
Jacobi Capital Management
Pennsylvania
$92K
AA
1565
AlphaMark Advisors
Kentucky
$88K -$2.96K -65 -4%
OFW
1566
Omnia Family Wealth
Florida
$85K -$101K -2,217 -57%
ST
1567
Sageworth Trust
Pennsylvania
$85K +$77K +1,690 New
KF
1568
Krilogy Financial
Missouri
$84K +$3.6K +79 +5%
FPB
1569
First PREMIER Bank
South Dakota
$83K +$40.6K +890 +116%
AOWM
1570
Alpha Omega Wealth Management
Virginia
$80K
TDC
1571
Thompson Davis & Co
Virginia
$76K -$105K -2,314 -60%
MCM
1572
MV Capital Management
Maryland
$76K
PCFFS
1573
Pacific Center for Financial Services
California
$76K
PR
1574
Payden & Rygel
California
$75K
FMP
1575
Financial Management Professionals
Texas
$74K

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.