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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
TA
1801
TCG Advisors
Texas
$5K +$4.49K +83 New
WAS
1802
Winch Advisory Services
Wisconsin
$4K +$2.87K +53 +442%
RCG
1803
Ruggie Capital Group
Florida
$4K +$4K +74 New
CT
1804
Chicago Trust
Illinois
$3.96K -$26.6K -492 -0.7%
BEI
1805
Benjamin Edwards Inc
Missouri
$3K
LM
1806
Lincluden Management
Ontario, Canada
$2.54K -$1.13M -20,900 -32%
HFM
1807
Harvest Fund Management
China
$2K -$195K -3,604 -99%
LWA
1808
Lenox Wealth Advisors
New York
$2K +$1.51K +28 New
LHC
1809
Little House Capital
Massachusetts
$1.22K +$92.2K +1,703 +9%
HCM
1810
Highlander Capital Management
New Jersey
$1K -$519K -9,600 -100%
BRC
1811
Bell Rock Capital
Delaware
$1K
CIR
1812
Clear Investment Research
Georgia
$1K
WCM
1813
Wealthcare Capital Management
Virginia
$1K
NDSI
1814
Newman Dignan & Sheerar Inc
Rhode Island
$593 -$10.8K -200 -2%
CPIA
1815
Cornell Pochily Investment Advisors
New York
$406 +$125K +2,319 +48%
BRWM
1816
B. Riley Wealth Management
Tennessee
$366 -$5.84K -108 -2%
FMI
1817
Fiduciary Management Inc
Wisconsin
-$294M -5,480,478 Closed
AT
1818
AMF Tjänstepension
Sweden
-$31.3M -582,234 Closed
CI
1819
Cambiar Investors
Colorado
-$29.8M -554,067 Closed
Squarepoint
1820
Squarepoint
New York
-$10.2M -190,654 Closed
DA
1821
Duality Advisers
Florida
-$8.75M -162,970 Closed
DMK
1822
David M. Knott
-$8.06M -150,000 Closed
RBA
1823
Richard Bernstein Advisors
New York
-$7.07M -131,557 Closed
LG
1824
Leuthold Group
Minnesota
-$6.74M -125,542 Closed
Qube Research & Technologies (QRT)
1825
Qube Research & Technologies (QRT)
United Kingdom
-$4.38M -81,531 Closed

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.