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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
WCM
1726
WealthBridge Capital Management
Ohio
$43K -$4.48K -88 -10%
TI
1727
Truehand Inc
New Hampshire
$43K
ONST
1728
Old North State Trust
North Carolina
$42K -$46.4K -911 -54%
RTC
1729
Riverview Trust Company
Washington
$42K
SCA
1730
Stuart Chaussee & Associates
California
$40K
AOWM
1731
Alpha Omega Wealth Management
Virginia
$38K -$20.4K -400 -36%
FFW
1732
Fusion Family Wealth
New York
$38K
CMO
1733
Covenant Multifamily Offices
Texas
$35K +$33.1K +650 New
GCM
1734
Gables Capital Management
Florida
$32K -$15.3K -300 -33%
MWC
1735
MBM Wealth Consultants
Missouri
$32K
RFM
1736
Royal Fund Management
Florida
$32K
SQA
1737
Simon Quick Advisors
New Jersey
$32K
IRC
1738
Investors Research Corp
Georgia
$30K +$28.9K +567 New
AA
1739
Advisory Alpha
Michigan
$28.7K +$27K +529 New
IWA
1740
Intercontinental Wealth Advisors
Texas
$28K
MFT
1741
Moisand Fitzgerald Tamayo
Florida
$28K
1NWS
1742
1 North Wealth Services
Maryland
$28K +$815 +16 +3%
CCMW
1743
Cypress Capital Management (Wyoming)
Wyoming
$27K -$2.29K -45 -8%
EI
1744
Ellevest Inc
New York
$27K
MA
1745
MCF Advisors
Kentucky
$27K
MCA
1746
Mercer Capital Advisers
New Jersey
$27K
SL
1747
Salomon & Ludwin
Virginia
$26K +$2.4K +47 +11%
TIM
1748
Tortoise Investment Management
New York
$22K
NCM
1749
New Capital Management
Texas
$22K +$5.45K +107 +35%
AWMS
1750
Advocacy Wealth Management Services
Georgia
$21K -$5.09K -100 -20%

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.