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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
CPA
1751
Cowen Prime Advisors
New York
$21K
OFW
1752
Omnia Family Wealth
Florida
$21K
LA
1753
Legacy Advisors
Pennsylvania
$21K +$20.4K +400 New
FA
1754
Fortis Advisors
Pennsylvania
$20K
GWMIA
1755
Global Wealth Management Investment Advisory
Florida
$20K
PWM
1756
PRW Wealth Management
Massachusetts
$20K
HS
1757
Horan Securities
United States
$19K -$2.55K -50 -13%
CFD
1758
Creative Financial Designs
Indiana
$19K +$5.09K +100 +39%
AQA
1759
Alpha Quant Advisors
Texas
$18K
RIA
1760
RPG Investment Advisory
California
$18K +$16.9K +331 New
AWM
1761
Arbor Wealth Management
Florida
$17K -$968 -19 -6%
FEG
1762
Financial Enhancement Group
Indiana
$17K
CYG
1763
Clean Yield Group
Vermont
$16K -$104K -2,041 -87%
AWM
1764
Avondale Wealth Management
Texas
$16K
CAM
1765
CenterStar Asset Management
Illinois
$14K
SA
1766
SRH Advisors
Kansas
$14K
ST
1767
Somerset Trust
Pennsylvania
$14K +$13.3K +262 New
WCMN
1768
Westchester Capital Management (Nebraska)
Nebraska
$13K +$12.1K +237 New
TA
1769
Thor Advisors
New York
$13K +$12.1K +238 New
PCA
1770
Providence Capital Advisors
North Carolina
$12K -$4.12M -80,950 -100%
QCIG
1771
Quad-Cities Investment Group
Iowa
$12K
MAM
1772
Marquette Asset Management
Minnesota
$12K +$11.5K +226 New
RWML
1773
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.3K -$20.4K -400 -66%
HWM
1774
Holloway Wealth Management
Florida
$11K
NL
1775
NVWM LLC
Pennsylvania
$11K

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.