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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
Asset Management One
151
Asset Management One
Japan
$79.5M -$176M -3,448,518 -70%
MAM
152
Martingale Asset Management
Massachusetts
$79.1M +$9.32M +182,999 +14%
Lazard Asset Management
153
Lazard Asset Management
New York
$79M +$2.32M +45,456 +3%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$79M +$506K +9,932 +0.7%
PP
155
Prudential plc
United Kingdom
$78.3M -$53.7M -1,053,100 -42%
B
156
BloombergSen
Ontario, Canada
$77.9M +$2.36M +46,311 +3%
GIA
157
Gateway Investment Advisers
Ohio
$77.4M -$9.69M -190,212 -12%
APG Asset Management
158
APG Asset Management
Netherlands
$76.8M +$250K +4,900 +0.3%
LBA
159
Letko, Brosseau & Associates
Quebec, Canada
$75.9M -$1.25M -24,496 -2%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$75.2M -$16.1M -315,800 -18%
NIMC
161
NWQ Investment Management Company
California
$73.8M -$29.4M -576,304 -30%
HA
162
H2O AM
United Kingdom
$71.9M -$1.29M -25,415 -2%
RPI
163
Railway Pension Investments
United Kingdom
$71.2M +$24.6M +483,423 +57%
SOMRS
164
State of Michigan Retirement System
Michigan
$71.1M +$30.2M +593,600 +81%
Skandinaviska Enskilda Banken (SEB)
165
Skandinaviska Enskilda Banken (SEB)
Sweden
$70.3M +$26.7M +523,556 +67%
PAMU
166
Pictet Asset Management (UK)
United Kingdom
$70.2M -$9.02M -177,100 -12%
SEI Investments
167
SEI Investments
Pennsylvania
$70.2M +$1.06M +20,762 +2%
Stifel Financial
168
Stifel Financial
Missouri
$68.1M -$4.55M -89,374 -7%
EPFB
169
Employees Provident Fund Board
Malaysia
$65.4M -$15M -294,451 -19%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$64.7M +$683K +13,415 +1%
GLA
171
Great Lakes Advisors
Illinois
$64M -$18.6M -364,996 -23%
Luther King Capital Management (LKCM)
172
Luther King Capital Management (LKCM)
Texas
$62.6M +$8.62M +169,250 +17%
SO
173
STRS Ohio
Ohio
$61.5M -$2.85M -56,005 -5%
A
174
AustralianSuper
Australia
$60.7M +$18.4M +361,498 +47%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$59.1M +$3.94M +77,283 +8%

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.