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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
HWMG
1601
Hurlow Wealth Management Group
Indiana
$235K
PL
1602
Parthenon LLC
Kentucky
$234K
SCG
1603
Sonata Capital Group
Washington
$234K
S
1604
SimplyRich
California
$234K +$223K +4,113 New
WAG
1605
Winthrop Advisory Group
Massachusetts
$233K +$222K +4,094 New
BWCS
1606
Beirne Wealth Consulting Services
Connecticut
$232K -$861K -15,912 -80%
FIA
1607
Foundations Investment Advisors
Arizona
$232K -$70.8K -1,308 -25%
JF
1608
JSF Financial
California
$232K
AWM
1609
Aries Wealth Management
Maine
$231K
HR
1610
Howe & Rusling
New York
$231K +$17.5K +324 +9%
MHIM
1611
MacNealy Hoover Investment Management
Ohio
$230K -$54.1K -1,000 -20%
NWP
1612
Northstar Wealth Partners
Connecticut
$230K +$16.2K +300 +8%
BFM
1613
Boothbay Fund Management
New York
$230K +$218K +4,030 New
NIT
1614
NumerixS Investment Technologies
British Columbia, Canada
$228K -$327K -6,049 -60%
BC
1615
Burleson & Co
California
$228K -$189K -3,499 -46%
NED
1616
Nancy E. Dempze
$228K -$53.9K -996 -20%
EWM
1617
Executive Wealth Management
Michigan
$228K -$1.25K -23 -0.6%
BDS
1618
Banco de Sabadell
Florida
$228K
GRQ
1619
Gardner Russo & Quinn
Pennsylvania
$228K
CB
1620
Cadence Bank
Mississippi
$227K -$57.3K -1,059 -21%
BBI
1621
Baxter Bros Inc
Connecticut
$227K -$54.1K -999 -20%
SS
1622
Sunbelt Securities
Texas
$226K +$214K +3,964 New
PB
1623
Pinnacle Bancorp
Nebraska
$224K -$8.66K -160 -4%
JGUA
1624
John G. Ullman & Associates
New York
$223K +$212K +3,918 New
EGA
1625
E&G Advisors
Texas
$222K

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.