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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
PWM
1851
Perigon Wealth Management
California
-$410K -7,449 Closed
VIM
1852
Veritas Investment Management
United Kingdom
-$360K -6,700 Closed
AFM
1853
Andesa Financial Management
Pennsylvania
-$354K -6,552 Closed
WSCM
1854
Wellington Shields Capital Management
New York
-$346K -6,445 Closed
HP
1855
Hikari Power
Japan
-$301K -5,600 Closed
CWM
1856
Cornerstone Wealth Management
Missouri
-$393K -5,077 Closed
GF
1857
Gabelli Funds
New York
-$269K -5,000 Closed
BAS
1858
Brown Advisory Securities
Maryland
-$260K -4,820 Closed
EP
1859
Edgestream Partners
New Jersey
-$255K -4,757 Closed
UBV
1860
United Bank (Virginia)
Virginia
-$248K -4,612 Closed
SXL
1861
Summit X LLC
Missouri
-$230K -4,338 Closed
CAM
1862
Cidel Asset Management
Ontario, Canada
-$231K -4,310 Closed
IC
1863
InterOcean Capital
Illinois
-$220K -4,089 Closed
CBA
1864
Coastal Bridge Advisors
Connecticut
-$217K -4,046 Closed
HCA
1865
Harbour Capital Advisors
Virginia
-$216K -4,022 Closed
SAS
1866
Stelac Advisory Services
New York
-$181K -4,010 Closed
CWSR
1867
Chessman Wealth Strategies RIA
Texas
-$215K -4,000 Closed
PGA
1868
Portland Global Advisors
Maine
-$210K -3,912 Closed
FC
1869
Fayerweather Charles
-$209K -3,883 Closed
PCA
1870
Peddock Capital Advisors
Massachusetts
-$174K -3,247 Closed
WAS
1871
WESPAC Advisors SoCal
California
-$163K -3,035 Closed
LFA
1872
Legacy Financial Advisors
Kentucky
-$150K -2,797 Closed
MFW
1873
Mosaic Family Wealth
Missouri
-$130K -2,417 Closed
LC
1874
Lavaca Capital
Texas
-$125K -2,323 Closed
WA
1875
WP Advisors
California
-$1.02K -1,903 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.