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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
TAM
1626
Tradition Asset Management
Virginia
$222K +$212K +3,910 New
FAIM
1627
Financial Advocates Investment Management
Washington
$220K +$325 +6 +0.2%
ARMC
1628
American Research & Management Company
Massachusetts
$219K
SMH
1629
Sanders Morris Harris
Texas
$219K +$205K +3,780 New
VA
1630
Valmark Advisers
Ohio
$215K
WAM
1631
Weiss Asset Management
Massachusetts
$213K -$6.71K -124 -3%
CIAS
1632
Capital Investment Advisory Services
North Carolina
$212K +$70.4K +1,301 +55%
HCM
1633
Hudson Capital Management
New Jersey
$211K -$41.4K -766 -17%
FMB
1634
Field & Main Bank
Kentucky
$211K +$10.8K +200 +6%
RBC
1635
Roble Belko & Company
Pennsylvania
$211K +$114K +2,100 +131%
Connor, Clark & Lunn Investment Management (CC&L)
1636
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$211K +$200K +3,699 New
WTFG
1637
Wells Trecaso Financial Group
Ohio
$210K -$77.7K -1,436 -28%
IIC
1638
Ironwood Investment Counsel
Arizona
$210K +$200K +3,691 New
RPC
1639
Rossmore Private Capital
Connecticut
$210K +$200K +3,692 New
DOA
1640
D'Orazio & Associates
Virginia
$209K +$108 +2 +0.1%
MLFP
1641
MPS Loria Financial Planners
Illinois
$208K -$5.41K -100 -3%
BMM
1642
Buffington Mohr McNeal
Idaho
$207K
PAM
1643
Premier Asset Management
Illinois
$207K +$197K +3,641 New
BCM
1644
BTC Capital Management
Iowa
$206K +$196K +3,624 New
FC
1645
Fulcrum Capital
Washington
$205K -$37.9K -700 -16%
LJHT
1646
Laurie J. Hall Trustee
$205K
CWM
1647
Campbell Wealth Management
Virginia
$205K +$195K +3,595 New
CFS
1648
CRA Financial Services
New Jersey
$205K +$195K +3,595 New
PC
1649
Port Capital
Illinois
$205K +$195K +3,596 New
DBG
1650
De Burlo Group
Massachusetts
$205K +$195K +3,600 New

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.