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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
BDWM
1676
Brewin Dolphin Wealth Management
Ireland
$176K
FLPIM
1677
F.L. Putnam Investment Management
Massachusetts
$168K +$4.44K +82 +3%
NEAM
1678
New England Asset Management
Connecticut
$158K
CA
1679
Centerpoint Advisors
Massachusetts
$157K
TF
1680
TimeScale Financial
Massachusetts
$149K +$141K +2,610 New
RIA
1681
Realta Investment Advisors
Delaware
$148K +$25.9K +478 +23%
JCM
1682
Jacobi Capital Management
Pennsylvania
$146K +$162 +3 +0.1%
SFSIG
1683
San Francisco Sentry Investment Group
California
$142K
APC
1684
Aspire Private Capital
North Carolina
$141K
AIC
1685
Archer Investment Corporation
Indiana
$140K -$11.5K -212 -6%
FAM
1686
Fred Alger Management
New York
$135K +$23.4K +432 +22%
WCG
1687
Weaver Consulting Group
California
$134K
RWG
1688
Regal Wealth Group
California
$134K +$108 +2 +0.1%
GT
1689
Glenmede Trust
Pennsylvania
$133K +$1.51M +27,833 +1%
CFA
1690
Camarda Financial Advisors
Florida
$133K -$11K -204 -8%
VCM
1691
Versant Capital Management
Arizona
$132K -$23.5K -435 -16%
JWA
1692
JFS Wealth Advisors
Pennsylvania
$131K -$11.1K -205 -8%
WPA
1693
West Paces Advisors
Georgia
$128K -$18K -332 -13%
CWM
1694
Cranbrook Wealth Management
Michigan
$128K
TIS
1695
Tortoise Index Solutions
Kansas
$127K
KCPG
1696
Kavar Capital Partners Group
Kansas
$126K +$120K +2,211 New
W
1697
WealthStone
Ohio
$117K +$112K +2,061 New
NCM
1698
Northstar Capital Management
New York
$114K
CA
1699
Crewe Advisors
Utah
$113K
LFG
1700
LifePlan Financial Group
Ohio
$113K

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.