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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
RTC
1751
Riverview Trust Company
Washington
$44K
SCA
1752
Stuart Chaussee & Associates
California
$43K
AOWM
1753
Alpha Omega Wealth Management
Virginia
$40K
FFW
1754
Fusion Family Wealth
New York
$40K
MS
1755
Mizuho Securities
Japan
$40K +$37.9K +700 New
SAM
1756
Shamrock Asset Management
Texas
$39K +$31.2K +577 +577%
NCM
1757
Next Capital Management
New York
$36K +$33.8K +625 New
CG
1758
Cutler Group
California
$34K -$1.62M -29,895 -98%
GCM
1759
Gables Capital Management
Florida
$34K
MWC
1760
MBM Wealth Consultants
Missouri
$34K
RFM
1761
Royal Fund Management
Florida
$33K -$1.46K -27 -4%
IRC
1762
Investors Research Corp
Georgia
$32K
IWA
1763
Intercontinental Wealth Advisors
Texas
$30K
ONST
1764
Old North State Trust
North Carolina
$28K -$15.7K -290 -37%
CCMW
1765
Cypress Capital Management (Wyoming)
Wyoming
$28K
EI
1766
Ellevest Inc
New York
$28K
MCA
1767
Mercer Capital Advisers
New Jersey
$28K
MFT
1768
Moisand Fitzgerald Tamayo
Florida
$26K -$3.95K -73 -14%
AWM
1769
Arbor Wealth Management
Florida
$26K +$7.52K +139 +44%
MA
1770
MCF Advisors
Kentucky
$25K -$4.38K -81 -16%
SL
1771
Salomon & Ludwin
Virginia
$25K -$2.54K -47 -10%
EWA
1772
Evolution Wealth Advisors
Florida
$25K +$18.7K +346 +346%
TIM
1773
Tortoise Investment Management
New York
$24K
NCM
1774
New Capital Management
Texas
$24K +$54 +1 +0.2%
TFA
1775
Transamerica Financial Advisors
Florida
$23K +$21.5K +397 New

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.