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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
CAMG
1576
CWA Asset Management Group
Florida
$251K -$15.2K -281 -6%
CAM
1577
Congress Asset Management
Massachusetts
$251K -$4.92K -91 -2%
AW
1578
Alpha Windward
Massachusetts
$250K +$649 +12 +0.3%
BP
1579
BBR Partners
New York
$248K -$3.15M -58,296 -93%
BCM
1580
Brookstone Capital Management
Illinois
$248K -$42.2K -779 -15%
PFS
1581
Prospera Financial Services
Texas
$248K -$24.4K -451 -10%
BFIM
1582
Beese Fulmer Investment Management
Ohio
$248K -$21.6K -400 -8%
COI
1583
Capital One Investing
Virginia
$247K -$54 -1 -0%
NCM
1584
Noesis Capital Mangement
Florida
$246K
RF
1585
RHS Financial
California
$246K
SHA
1586
Seneca House Advisors
Virginia
$246K
FFG
1587
Frisch Financial Group
New York
$245K -$4.49K -83 -2%
BCA
1588
Bray Capital Advisors
Florida
$245K +$11.6K +215 +5%
DW
1589
Domani Wealth
Pennsylvania
$243K -$35.2K -650 -13%
NBG
1590
Nancy B. Gardiner
$242K -$16.2K -300 -7%
WDA
1591
Wendell David Associates
New Hampshire
$242K -$3.08K -57 -1%
DPI
1592
Diversified Portfolios Inc
Michigan
$242K
BWA
1593
Burt Wealth Advisors
Maryland
$241K -$758 -14 -0.3%
OCM
1594
One Capital Management
California
$240K
CAAS
1595
Capital Asset Advisory Services
Michigan
$239K
EWM
1596
Evermay Wealth Management
Virginia
$238K -$12.2K -226 -5%
KP
1597
Keel Point
Alabama
$238K -$5.03K -93 -2%
CM
1598
Capital Management
Virginia
$238K +$3.46K +64 +2%
CWA
1599
Clarus Wealth Advisors
Arizona
$238K +$226K +4,173 New
CIC
1600
Carnegie Investment Counsel
Ohio
$237K

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.