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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
VCM
1651
Versant Capital Management
Arizona
$148K +$1.48K +29 +1%
WPA
1652
West Paces Advisors
Georgia
$139K
JCM
1653
Jacobi Capital Management
Pennsylvania
$138K -$25.4K -499 -16%
CFA
1654
Camarda Financial Advisors
Florida
$136K +$26K +511 +25%
JWA
1655
JFS Wealth Advisors
Pennsylvania
$135K +$10.5K +207 +9%
SFSIG
1656
San Francisco Sentry Investment Group
California
$135K +$18.1K +355 +17%
APC
1657
Aspire Private Capital
North Carolina
$133K -$23.9K -470 -16%
ESB
1658
Essex Savings Bank
Connecticut
$133K -$917 -18 -0.7%
MFW
1659
Mosaic Family Wealth
Missouri
$130K
VC
1660
Vestor Capital
Illinois
$129K +$67.2K +1,319 +122%
CIAS
1661
Capital Investment Advisory Services
North Carolina
$128K
M
1662
Mirova
France
$128K +$32.9K +645 +37%
WCG
1663
Weaver Consulting Group
California
$127K +$120K +2,356 New
RWG
1664
Regal Wealth Group
California
$126K +$16K +315 +15%
LC
1665
Lavaca Capital
Texas
$125K
BCI
1666
Brinker Capital Investments
Pennsylvania
$125K +$63.5K +1,247 +116%
GT
1667
Glenmede Trust
Pennsylvania
$124K -$53.3M -1,045,889 -31%
CWM
1668
Cranbrook Wealth Management
Michigan
$121K
TIS
1669
Tortoise Index Solutions
Kansas
$120K +$113K +2,226 New
VNA
1670
Valley National Advisers
Pennsylvania
$114K -$794K -15,587 -88%
PCMK
1671
Paragon Capital Management (Kansas)
Kansas
$112K +$107K +2,093 New
RIA
1672
Realta Investment Advisors
Delaware
$111K +$107K +2,097 New
FGAM
1673
Financial Gravity Asset Management
Texas
$108K +$101K +1,976 New
CA
1674
Crewe Advisors
Utah
$107K
NCM
1675
Northstar Capital Management
New York
$107K

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.