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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
DDPIC
1651
Deroy & Devereaux Private Investment Counsel
Michigan
$205K +$195K +3,600 New
NHC
1652
Nicholas Hoffman & Company
Georgia
$204K -$19.8K -366 -9%
MCM
1653
Monarch Capital Management
Indiana
$204K -$10.8K -200 -5%
RM
1654
Resource Management
Louisiana
$204K +$193K +3,573 New
IBOK
1655
Independence Bank of Kentucky
Kentucky
$203K -$153K -2,820 -44%
KIM
1656
Karpus Investment Management
New York
$202K -$141K -2,608 -42%
CWG
1657
Cornerstone Wealth Group
North Carolina
$202K +$192K +3,540 New
AAM
1658
Autus Asset Management
Arizona
$202K +$192K +3,546 New
WIP
1659
Wellesley Investment Partners
Massachusetts
$202K +$192K +3,549 New
ATC
1660
Adirondack Trust Company
New York
$201K
SP
1661
Symmetry Partners
Connecticut
$201K +$191K +3,523 New
F
1662
F3Logic
Minnesota
$201K +$191K +3,526 New
ECM
1663
Estabrook Capital Management
New York
$200K
FBT
1664
First Bank & Trust
South Dakota
$198K
IF
1665
Ironwood Financial
Arizona
$198K
RAM
1666
Riggs Asset Management
Pennsylvania
$198K
CF
1667
Centaurus Financial
California
$198K +$178K +3,288 +1,686%
OFS
1668
Orrstown Financial Services
Pennsylvania
$197K -$86.5K -1,599 -32%
BBA
1669
Braun-Bostich & Associates
Pennsylvania
$195K
SCM
1670
Silvant Capital Management
Georgia
$193K
BCA
1671
Berman Capital Advisors
Georgia
$193K +$27.1K +500 +17%
HI
1672
Hudock Inc
Pennsylvania
$185K +$325 +6 +0.2%
KBFS
1673
Kohmann Bosshard Financial Services
Ohio
$185K +$74.4K +1,375 +74%
KFS
1674
Kelly Financial Services
Massachusetts
$180K -$9.9K -183 -5%
IWA
1675
IBEX Wealth Advisors
New Jersey
$176K +$168K +3,096 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.