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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
TFO
1726
Tarbox Family Office
California
$75K +$5.41K +100 +8%
CAGAS
1727
Capital Advisory Group Advisory Services
Minnesota
$74K
KC
1728
Knuff & Co
California
$74K
ACM
1729
AUA Capital Management
Pennsylvania
$71K
MWM
1730
Mascoma Wealth Management
New Hampshire
$70K +$216 +4 +0.3%
CIM
1731
Contravisory Investment Management
Massachusetts
$70K +$22.1K +409 +50%
EWM
1732
Elmwood Wealth Management
California
$68K
JPLA
1733
Joseph P. Lucia & Associates
New York
$68K +$64.9K +1,200 New
EARNEST Partners
1734
EARNEST Partners
Georgia
$66K -$6.12K -113 -9%
JIR
1735
James Investment Research
Ohio
$64K
HDIM
1736
Hanson & Doremus Investment Management
Vermont
$62K
CH
1737
Canton Hathaway
Rhode Island
$62K +$4.6K +85 +9%
WIM
1738
Westside Investment Management
California
$56K +$1.4M +25,878 New
TAIM
1739
TD Ameritrade Investment Management
Nebraska
$54K +$48.5K +897 +1,574%
ED
1740
Exane Derivatives
France
$52.2K +$3.57K +66 +8%
CFN
1741
Cordasco Financial Network
Florida
$51K -$21.6K -400 -31%
AAP
1742
Arax Advisory Partners
Colorado
$51K +$48.5K +896 New
QAM
1743
QCI Asset Management
New York
$49K
CYG
1744
Clean Yield Group
Vermont
$49K +$30.7K +568 +195%
VC
1745
Vestor Capital
Illinois
$48K -$84.3K -1,558 -65%
JAM
1746
JCIC Asset Management
Ontario, Canada
$48K
MCM
1747
MV Capital Management
Maryland
$47K -$12.6K -232 -22%
FPB
1748
First PREMIER Bank
South Dakota
$46K
TI
1749
Truehand Inc
New Hampshire
$46K
CCM
1750
Cribstone Capital Management
Maine
$44K -$16.4K -303 -28%

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.