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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
M&T Bank
176
M&T Bank
New York
$58.6M -$1.57M -30,861 -3%
Baird Financial Group
177
Baird Financial Group
Wisconsin
$56.7M -$5.9M -115,898 -10%
MSL
178
Mackay Shields LLC
New York
$56.1M -$6.47M -127,006 -11%
CIP
179
Cornerstone Investment Partners
Georgia
$55.9M -$8.92M -175,105 -14%
BCM
180
Bridgeway Capital Management
Texas
$55.2M +$19M +372,400 +57%
RCAMU
181
Rothschild & Co Asset Management US
Connecticut
$55.1M -$614K -12,051 -1%
JMPWA
182
JP Morgan Private Wealth Advisors
California
$53.7M -$13.5M -265,910 -21%
MIS
183
Morningstar Investment Services
Illinois
$52.1M -$22.3M -438,531 -31%
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$51.5M -$24.2M -474,543 -33%
Aviva
185
Aviva
United Kingdom
$49.2M -$10.2M -200,416 -18%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$49M -$807K -15,846 -2%
AIG
187
American International Group
New York
$49M -$10.1M -198,085 -18%
NIPH
188
NN Investment Partners Holdings
Netherlands
$48M -$9.04M -177,478 -17%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$47.1M -$436K -8,560 -1%
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$47M +$3.38M +66,316 +8%
CS
191
Candriam SCA
Luxembourg
$46.5M +$1.7M +33,300 +4%
BC
192
Bodenholm Capital
Sweden
$46.4M -$1.56M -30,683 -3%
Federated Hermes
193
Federated Hermes
Pennsylvania
$45.3M -$1.35M -26,420 -3%
PWLP
194
Prio Wealth Limited Partnership
Massachusetts
$45.2M -$1.17M -22,897 -3%
BCIM
195
British Columbia Investment Management
British Columbia, Canada
$44.9M -$17.4M -341,610 -29%
FAF
196
Fjarde Ap-fonden
Sweden
$44.6M +$4.47M +87,810 +12%
WCM
197
Wedge Capital Management
North Carolina
$44.3M +$42.1M +825,514 New
AWM
198
Ashmore Wealth Management
Delaware
$44.3M
SLAM
199
Swiss Life Asset Management
$43.3M +$10.1M +197,686 +32%
WIM
200
Weitz Investment Management
Nebraska
$43.2M -$22.5M -442,337 -35%

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.