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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
MFW
1576
Meristem Family Wealth
Minnesota
$230K +$218K +4,280 New
KP
1577
Keel Point
Alabama
$229K +$217K +4,265 New
CAG
1578
Crestwood Advisors Group
Massachusetts
$228K -$48.2K -947 -18%
BWA
1579
Burt Wealth Advisors
Maryland
$228K +$713 +14 +0.3%
SHA
1580
Seneca House Advisors
Virginia
$228K +$216K +4,248 New
DPI
1581
Diversified Portfolios Inc
Michigan
$228K +$217K +4,250 New
CAAS
1582
Capital Asset Advisory Services
Michigan
$226K +$214K +4,200 New
JWM
1583
JGP Wealth Management
Oregon
$226K +$214K +4,200 New
OIWM
1584
OptiFour Integrated Wealth Management
Virginia
$226K +$214K +4,208 New
OCM
1585
One Capital Management
California
$226K +$215K +4,213 New
CIC
1586
Carnegie Investment Counsel
Ohio
$223K +$212K +4,158 New
QT
1587
Quantamental Technologies
New York
$222K +$186K +3,651 +767%
HWMG
1588
Hurlow Wealth Management Group
Indiana
$221K +$204K +4,000 New
CM
1589
Capital Management
Virginia
$221K +$210K +4,118 New
PB
1590
Pinnacle Bancorp
Nebraska
$220K -$179K -3,520 -46%
IC
1591
InterOcean Capital
Illinois
$220K +$208K +4,089 New
SCG
1592
Sonata Capital Group
Washington
$220K +$209K +4,100 New
PL
1593
Parthenon LLC
Kentucky
$220K +$209K +4,103 New
BCA
1594
Bray Capital Advisors
Florida
$219K -$45.9K -900 -18%
JF
1595
JSF Financial
California
$219K +$207K +4,070 New
HCM
1596
Howland Capital Management
Massachusetts
$218K +$207K +4,056 New
CBA
1597
Coastal Bridge Advisors
Connecticut
$217K +$206K +4,046 New
DDC
1598
DF Dent & Co
Maryland
$216K -$89.1K -1,748 -30%
HCA
1599
Harbour Capital Advisors
Virginia
$216K -$49.1K -963 -19%
EWM
1600
Executive Wealth Management
Michigan
$216K -$39.5K -776 -16%

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.