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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
CFN
1701
Cordasco Financial Network
Florida
$70K
KC
1702
Knuff & Co
California
$70K
CAGAS
1703
Capital Advisory Group Advisory Services
Minnesota
$69K
EARNEST Partners
1704
EARNEST Partners
Georgia
$68K
ACM
1705
AUA Capital Management
Pennsylvania
$67K
AIM
1706
Advantage Investment Management
Iowa
$66K -$2.55K -50 -4%
TFO
1707
Tarbox Family Office
California
$66K +$204 +4 +0.3%
MWM
1708
Mascoma Wealth Management
New Hampshire
$65K -$1.53K -30 -2%
1IA
1709
1834 Investment Advisors
Wisconsin
$64K -$5.09K -100 -8%
EWM
1710
Elmwood Wealth Management
California
$64K -$5.09K -100 -8%
JIR
1711
James Investment Research
Ohio
$60K -$14K -275 -20%
MTCM
1712
Mint Tower Capital Management
Netherlands
$59K +$56K +1,100 New
HDIM
1713
Hanson & Doremus Investment Management
Vermont
$58K
MCM
1714
MV Capital Management
Maryland
$57K -$26.5K -520 -33%
CCM
1715
Cribstone Capital Management
Maine
$57K -$2.8K -55 -5%
FNC
1716
First National Corp
Massachusetts
$55K +$1.02K +20 +2%
CH
1717
Canton Hathaway
Rhode Island
$53K
JIP
1718
JBJ Investment Partners
South Carolina
$49K +$46.9K +921 New
HIIFS
1719
Harel Insurance Investments & Financial Services
Israel
$48K -$868K -17,045 -95%
QAM
1720
QCI Asset Management
New York
$47K
ED
1721
Exane Derivatives
France
$45.6K +$43.3K +850 New
JAM
1722
JCIC Asset Management
Ontario, Canada
$45K
FPB
1723
First PREMIER Bank
South Dakota
$44K -$65.9K -1,293 -61%
WF
1724
WealthTrust Fairport
Ohio
$44K +$662 +13 +2%
CIM
1725
Contravisory Investment Management
Massachusetts
$44K +$41.4K +812 New

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.