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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
SPL
1776
Smart Portfolios LLC
Washington
$11K +$10.8K +211 New
LFG
1777
Larson Financial Group
Missouri
$10K +$51 +1 +0.5%
GSC
1778
G&S Capital
Colorado
$10K +$9.32K +183 New
PFGIA
1779
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$31.4K -616 -78%
NC
1780
NewSquare Capital
Pennsylvania
$9K
WIC
1781
Water Island Capital
New York
$8K +$7.29K +143 New
LYV
1782
Live Your Vision
Pennsylvania
$7K
NWA
1783
New World Advisors
Massachusetts
$7K +$6.93K +136 New
FNBOSM
1784
First National Bank of South Miami
Florida
$5K -$247K -4,841 -98%
SIS
1785
Sound Income Strategies
Florida
$5K -$15.2K -298 -75%
EWA
1786
Evolution Wealth Advisors
Florida
$5K
AFIA
1787
America First Investment Advisors
Nebraska
$5K +$4.69K +92 New
SAM
1788
Shamrock Asset Management
Texas
$5K +$5.09K +100 New
OAJ
1789
Ogorek Anthony Joseph
New York
$4K
ST
1790
Sageworth Trust
Pennsylvania
$4K +$2.29K +45 +141%
CT
1791
Chicago Trust
Illinois
$3.76K -$154K -3,014 -4%
CF
1792
Centaurus Financial
California
$3.63K -$15.3K -300 -61%
Parallax Volatility Advisers
1793
Parallax Volatility Advisers
California
$3K -$26.9M -527,950 -100%
TAIM
1794
TD Ameritrade Investment Management
Nebraska
$3K -$968 -19 -25%
BEI
1795
Benjamin Edwards Inc
Missouri
$3K +$2.55K +50 New
BFG
1796
Beacon Financial Group
Texas
$2.47K -$730K -14,322 -24%
UOTTAIMCU
1797
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K -$26.1K -513 -95%
WA
1798
WP Advisors
California
$1.02K +$97K +1,903 New
BRC
1799
Bell Rock Capital
Delaware
$1K
CIR
1800
Clear Investment Research
Georgia
$1K

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.