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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
WIC
1551
Wilkins Investment Counsel
Massachusetts
$268K
CI
1552
CX Institutional
Indiana
$268K +$58.4K +1,080 +30%
PL
1553
Plancorp LLC
Missouri
$265K
WI
1554
Wedgewood Investors
Pennsylvania
$265K
CCM
1555
Condor Capital Management
New Jersey
$265K +$162 +3 +0.1%
Verition Fund Management
1556
Verition Fund Management
Connecticut
$264K -$126K -2,330 -33%
SCA
1557
Stonebridge Capital Advisors
Minnesota
$264K -$5.09K -94 -2%
BPB
1558
Badgley, Phelps & Bell
Washington
$263K -$49.3K -912 -17%
P
1559
&Partners
Tennessee
$263K
TAM
1560
Taurus Asset Management
New York
$262K -$56.8K -1,050 -19%
GSWM
1561
Golden State Wealth Management
California
$262K -$41.4K -765 -14%
CMI
1562
Clare Market Investments
Texas
$260K -$119K -2,201 -33%
JCM
1563
Janney Capital Management
Pennsylvania
$260K
B
1564
Bridgeworth
Alabama
$259K -$21.1K -390 -8%
GIP
1565
Greatmark Investment Partners
Georgia
$259K
PTC
1566
Petrus Trust Company
Texas
$259K +$246K +4,548 New
CHA
1567
Carmichael Hill & Associates
Maryland
$258K
SFFS
1568
Stonehage Fleming Financial Services
Jersey
$256K
WKWM
1569
Walter & Keenan Wealth Management
Indiana
$256K
OIWM
1570
OptiFour Integrated Wealth Management
Virginia
$256K +$15.4K +285 +7%
W
1571
Wealthquest
Ohio
$255K -$8.01K -148 -3%
MFW
1572
Meristem Family Wealth
Minnesota
$255K +$10.7K +198 +5%
FA
1573
Financial Advisors
Massachusetts
$254K +$4K +74 +2%
MSAM
1574
Moloney Securities Asset Management
Missouri
$253K -$6.33K -117 -3%
FSA
1575
Fort Sheridan Advisors
Illinois
$253K

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.