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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
SIAS
1576
Shine Investment Advisory Services
Colorado
$72K +$65.2K +1,430 New
MRCM
1577
M&R Capital Management
New Jersey
$71K +$2.51K +55 +4%
ACM
1578
AUA Capital Management
Pennsylvania
$70K -$11.4K -250 -15%
SBL
1579
Sargent Bickham Lagudis
Colorado
$67K +$4.69K +103 +8%
ARMC
1580
American Research & Management Company
Massachusetts
$66K
WAM
1581
Watermark Asset Management
California
$66K
AWM
1582
AllSquare Wealth Management
New York
$65K
TFO
1583
Tarbox Family Office
California
$63K
VC
1584
Vestor Capital
Illinois
$59K
QAM
1585
QCI Asset Management
New York
$58K
HDIM
1586
Hanson & Doremus Investment Management
Vermont
$55K +$684 +15 +1%
MWM
1587
Mascoma Wealth Management
New Hampshire
$54K -$40.7K -894 -46%
PFGIA
1588
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$8.16K +179 +19%
JGIA
1589
Jackson Grant Investment Advisers
Connecticut
$53K +$182 +4 +0.4%
VWA
1590
V Wealth Advisors
Kansas
$48K +$43.2K +947 New
MCIA
1591
Mountain Capital Investment Advisors
Colorado
$47K +$42.4K +930 New
RCG
1592
Ruggie Capital Group
Florida
$44K +$40.1K +880 New
IUHSA
1593
Itau Unibanco Holding S.A.
Brazil
$37K -$2.73K -60 -7%
FFW
1594
Fusion Family Wealth
New York
$35K
AWMS
1595
Advocacy Wealth Management Services
Georgia
$34K
PG
1596
Patten Group
Tennessee
$32K -$22.8K -500 -43%
SCA
1597
Stuart Chaussee & Associates
California
$31K
LCM
1598
Liberty Capital Management
Michigan
$30K
MIC
1599
MU Investments Company
Japan
$30K
WA
1600
Winfield Associates
Ohio
$28K +$456 +10 +2%

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.