We are live on ! Find out more
ORCL icon

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
LFG
1676
LifePlan Financial Group
Ohio
$106K +$11.1K +217 +12%
SBL
1677
Sargent Bickham Lagudis
Colorado
$105K -$9.99K -196 -9%
FAM
1678
Fred Alger Management
New York
$104K +$37.2K +730 +61%
TFS
1679
TrustCore Financial Services
Tennessee
$101K +$8.05K +158 +9%
KBFS
1680
Kohmann Bosshard Financial Services
Ohio
$100K -$50.9K -1,000 -35%
MSA
1681
Marino Stram & Associates
Massachusetts
$99K +$51 +1 +0.1%
ME
1682
McIlrath & Eck
Washington
$97K +$9.88K +194 +12%
NWM
1683
Northwest Wealth Management
Iowa
$96K -$19.6K -385 -18%
AA
1684
AlphaMark Advisors
Kentucky
$92K
AWM
1685
AllSquare Wealth Management
New York
$88K
CHP
1686
Cable Hill Partners
Oregon
$88K +$8.3K +163 +11%
GI
1687
Gradient Investments
Minnesota
$86K -$33K -647 -29%
HCM
1688
Hilton Capital Management
New York
$86K -$25.5K -500 -24%
RBC
1689
Roble Belko & Company
Pennsylvania
$86K
EWM
1690
Edge Wealth Management
New York
$85K
MRCM
1691
M&R Capital Management
New Jersey
$84K
JGIA
1692
Jackson Grant Investment Advisers
Connecticut
$83K -$5.71K -112 -7%
HCA
1693
Horan Capital Advisors
Ohio
$83K +$79K +1,551 New
PR
1694
Payden & Rygel
California
$81K -$275K -5,400 -78%
PCFFS
1695
Pacific Center for Financial Services
California
$81K
TC
1696
Trust Company
Kansas
$81K
TFGT
1697
TS Financial Group (TSFG)
Illinois
$80K +$76.2K +1,496 New
SCM
1698
Shelton Capital Management
Colorado
$76.7K -$10.4M -204,936 -98%
FMP
1699
Financial Management Professionals
Texas
$73K
BAMG
1700
Brand Asset Management Group
Missouri
$73K +$8.05K +158 +13%

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.