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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
P
1551
&Partners
Tennessee
$248K
UBV
1552
United Bank (Virginia)
Virginia
$248K
DAS
1553
Dynamic Advisor Solutions
Arizona
$247K -$2.04K -40 -0.9%
MSAM
1554
Moloney Securities Asset Management
Missouri
$245K -$22.6K -443 -9%
JCM
1555
Janney Capital Management
Pennsylvania
$245K
NBG
1556
Nancy B. Gardiner
$244K -$28K -550 -11%
CAL
1557
Capital Advisors Ltd
Ohio
$244K
GIP
1558
Greatmark Investment Partners
Georgia
$244K
CHA
1559
Carmichael Hill & Associates
Maryland
$243K
WKWM
1560
Walter & Keenan Wealth Management
Indiana
$242K
CAM
1561
Congress Asset Management
Massachusetts
$241K
HCM
1562
Hudson Capital Management
New Jersey
$240K -$2.55K -50 -1%
FSA
1563
Fort Sheridan Advisors
Illinois
$238K +$226K +4,434 New
EWM
1564
Evermay Wealth Management
Virginia
$237K +$225K +4,410 New
FFG
1565
Frisch Financial Group
New York
$236K +$224K +4,387 New
FA
1566
Financial Advisors
Massachusetts
$235K +$223K +4,382 New
COI
1567
Capital One Investing
Virginia
$233K +$221K +4,338 New
WDA
1568
Wendell David Associates
New Hampshire
$232K -$14.1K -276 -6%
NCM
1569
Noesis Capital Mangement
Florida
$232K +$220K +4,311 New
ECG
1570
Edge Capital Group
Georgia
$231K -$147K -2,883 -40%
RF
1571
RHS Financial
California
$231K -$7.9K -155 -3%
AW
1572
Alpha Windward
Massachusetts
$231K +$255 +5 +0.1%
FC
1573
Fulcrum Capital
Washington
$231K +$219K +4,300 New
CAM
1574
Cidel Asset Management
Ontario, Canada
$231K +$220K +4,310 New
SXL
1575
Summit X LLC
Missouri
$230K -$88K -1,727 -28%

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.