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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
LA
1701
Legacy Advisors
Pennsylvania
$113K +$85.5K +1,580 +395%
SBL
1702
Sargent Bickham Lagudis
Colorado
$111K
VNA
1703
Valley National Advisers
Pennsylvania
$109K -$11.3K -209 -10%
PCMK
1704
Paragon Capital Management (Kansas)
Kansas
$103K -$15.2K -280 -13%
HI
1705
Human Investing
Oregon
$102K +$96.5K +1,784 New
AA
1706
AlphaMark Advisors
Kentucky
$98K
FGAM
1707
Financial Gravity Asset Management
Texas
$97K -$14.6K -269 -14%
ME
1708
McIlrath & Eck
Washington
$97K
AWM
1709
AllSquare Wealth Management
New York
$94K
GI
1710
Gradient Investments
Minnesota
$91K
HCM
1711
Hilton Capital Management
New York
$91K
TFS
1712
TrustCore Financial Services
Tennessee
$90K -$16.4K -303 -16%
EWM
1713
Edge Wealth Management
New York
$90K
NIM
1714
NuWave Investment Management
New Jersey
$89K -$242K -4,466 -74%
AIM
1715
Advantage Investment Management
Iowa
$89K +$17.9K +330 +27%
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
$88K +$271 +5 +0.3%
MRCM
1717
M&R Capital Management
New Jersey
$86K
PCFFS
1718
Pacific Center for Financial Services
California
$86K
PR
1719
Payden & Rygel
California
$85K
TC
1720
Trust Company
Kansas
$85K
TFGT
1721
TS Financial Group (TSFG)
Illinois
$85K
MUS
1722
Mitsubishi UFJ Securities
Japan
$81K +$76.8K +1,420 New
1IA
1723
1834 Investment Advisors
Wisconsin
$78K +$9.63K +178 +15%
BAMG
1724
Brand Asset Management Group
Missouri
$77K
FMP
1725
Financial Management Professionals
Texas
$77K

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.