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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
MSA
1876
Marino Stram & Associates
Massachusetts
-$99K -1,851 Closed
NWM
1877
Northwest Wealth Management
Iowa
-$96K -1,795 Closed
HCA
1878
Horan Capital Advisors
Ohio
-$83K -1,551 Closed
MTCM
1879
Mint Tower Capital Management
Netherlands
-$59K -1,100 Closed
FNC
1880
First National Corp
Massachusetts
-$55K -1,020 Closed
JIP
1881
JBJ Investment Partners
South Carolina
-$49K -921 Closed
WCM
1882
WealthBridge Capital Management
Ohio
-$43K -790 Closed
CMO
1883
Covenant Multifamily Offices
Texas
-$35K -650 Closed
SQA
1884
Simon Quick Advisors
New Jersey
-$32K -600 Closed
AA
1885
Advisory Alpha
Michigan
-$28.7K -529 Closed
OFW
1886
Omnia Family Wealth
Florida
-$21K -394 Closed
AWMS
1887
Advocacy Wealth Management Services
Georgia
-$21K -391 Closed
PWM
1888
PRW Wealth Management
Massachusetts
-$20K -379 Closed
AWM
1889
Avondale Wealth Management
Texas
-$16K -300 Closed
ST
1890
Somerset Trust
Pennsylvania
-$14K -262 Closed
MAM
1891
Marquette Asset Management
Minnesota
-$12K -226 Closed
SPL
1892
Smart Portfolios LLC
Washington
-$11K -211 Closed
RWML
1893
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$11.3K -210 Closed
WIC
1894
Water Island Capital
New York
-$8K -143 Closed
NWA
1895
New World Advisors
Massachusetts
-$7K -136 Closed
AFIA
1896
America First Investment Advisors
Nebraska
-$5K -92 Closed
UOTTAIMCU
1897
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$2K -29 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.