We are live on ! Find out more
ORCL icon

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
CWA
1601
Cypress Wealth Advisors
California
$216K +$205K +4,020 New
PAMG
1602
Patton Albertson Miller Group
Tennessee
$215K
CWSR
1603
Chessman Wealth Strategies RIA
Texas
$215K +$204K +4,000 New
GRQ
1604
Gardner Russo & Quinn
Pennsylvania
$215K +$204K +4,000 New
BDS
1605
Banco de Sabadell
Florida
$213K -$2.1M -41,191 -91%
NHC
1606
Nicholas Hoffman & Company
Georgia
$212K +$201K +3,949 New
PPP
1607
Private Portfolio Partners
New Jersey
$211K +$200K +3,921 New
TCM
1608
Tradition Capital Management
New Jersey
$210K +$199K +3,911 New
PGA
1609
Portland Global Advisors
Maine
$210K +$199K +3,912 New
CCIA
1610
Campbell & Co Investment Adviser
Maryland
$210K +$200K +3,919 New
EGA
1611
E&G Advisors
Texas
$209K -$102K -2,000 -34%
FC
1612
Fayerweather Charles
$209K +$198K +3,883 New
AWM
1613
Aries Wealth Management
Maine
$209K +$198K +3,896 New
WAM
1614
Weiss Asset Management
Massachusetts
$208K +$197K +3,869 New
FAIM
1615
Financial Advocates Investment Management
Washington
$207K +$196K +3,853 New
ARMC
1616
American Research & Management Company
Massachusetts
$206K +$165K +3,248 +547%
MCM
1617
Monarch Capital Management
Indiana
$203K +$193K +3,780 New
MLFP
1618
MPS Loria Financial Planners
Illinois
$202K +$191K +3,756 New
VA
1619
Valmark Advisers
Ohio
$202K +$192K +3,766 New
HR
1620
Howe & Rusling
New York
$201K +$11.9K +234 +7%
NWP
1621
Northstar Wealth Partners
Connecticut
$201K +$191K +3,741 New
DOA
1622
D'Orazio & Associates
Virginia
$197K +$102 +2 +0.1%
ATC
1623
Adirondack Trust Company
New York
$195K -$2.9K -57 -2%
HFM
1624
Harvest Fund Management
China
$195K
BMM
1625
Buffington Mohr McNeal
Idaho
$195K +$185K +3,630 New

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.