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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
LJHT
1626
Laurie J. Hall Trustee
$194K
CI
1627
CX Institutional
Indiana
$194K +$99.1K +1,945 +116%
ECM
1628
Estabrook Capital Management
New York
$189K
FMB
1629
Field & Main Bank
Kentucky
$188K +$179K +3,509 New
IF
1630
Ironwood Financial
Arizona
$187K
FBT
1631
First Bank & Trust
South Dakota
$187K +$1.22K +24 +0.7%
RAM
1632
Riggs Asset Management
Pennsylvania
$186K
Marshall Wace
1633
Marshall Wace
United Kingdom
$184K -$3.44M -67,590 -95%
BBA
1634
Braun-Bostich & Associates
Pennsylvania
$184K -$34.4K -675 -16%
SCM
1635
Silvant Capital Management
Georgia
$182K
SAS
1636
Stelac Advisory Services
New York
$181K
KFS
1637
Kelly Financial Services
Massachusetts
$179K +$170K +3,337 New
BWM
1638
Baystate Wealth Management
Massachusetts
$176K +$7.9K +155 +5%
PCA
1639
Peddock Capital Advisors
Massachusetts
$174K
HI
1640
Hudock Inc
Pennsylvania
$174K +$306 +6 +0.2%
BDWM
1641
Brewin Dolphin Wealth Management
Ireland
$166K
OIA
1642
OneDigital Investment Advisors
Kansas
$164K
WAS
1643
WESPAC Advisors SoCal
California
$163K
BCA
1644
Berman Capital Advisors
Georgia
$156K -$25.8K -507 -15%
FLPIM
1645
F.L. Putnam Investment Management
Massachusetts
$154K +$146K +2,865 New
TC
1646
Truvestments Capital
Florida
$153K +$145K +2,848 New
AIC
1647
Archer Investment Corporation
Indiana
$151K
LFA
1648
Legacy Financial Advisors
Kentucky
$150K -$27.7K -544 -16%
NEAM
1649
New England Asset Management
Connecticut
$149K
CA
1650
Centerpoint Advisors
Massachusetts
$148K

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.