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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.3B -$244M -4,795,558 -2%
BlackRock
2
BlackRock
New York
$9.92B -$161M -3,164,791 -2%
State Street
3
State Street
Massachusetts
$5.72B +$5.48M +107,641 +0.1%
Northern Trust
4
Northern Trust
Illinois
$2.11B -$50.6M -993,946 -2%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$2B +$9.38M +184,016 +0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.95B +$242M +4,755,106 +15%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.93B -$62.6M -1,227,773 -3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.73B -$195M -3,817,666 -11%
MAM
9
Magellan Asset Management
Australia
$1.7B +$38.9M +762,880 +2%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B -$75M -1,472,440 -5%
Bank of America
11
Bank of America
North Carolina
$1.34B +$35.8M +702,661 +3%
Norges Bank
12
Norges Bank
Norway
$1.3B -$157M -3,075,269 -11%
Eagle Capital Management (New York)
13
Eagle Capital Management (New York)
New York
$1.26B -$24.4M -478,496 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.23B -$212M -4,161,955 -15%
Franklin Resources
15
Franklin Resources
California
$1.23B -$156M -3,062,167 -12%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$1.17B -$103M -2,027,209 -8%
ClearBridge Investments
17
ClearBridge Investments
New York
$1.12B +$17.6M +345,982 +2%
LP
18
Longview Partners
Guernsey
$1.02B -$2.02M -39,686 -0.2%
Invesco
19
Invesco
Georgia
$967M +$44.5M +873,485 +5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$960M -$34M -667,456 -4%
BBHC
21
Brown Brothers Harriman & Co
New York
$922M -$42.4M -832,116 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
$910M +$223M +4,381,022 +35%
Goldman Sachs
23
Goldman Sachs
New York
$858M -$200M -3,935,288 -20%
Fidelity International
24
Fidelity International
Bermuda
$821M -$70.7M -1,387,038 -8%
Legal & General Group
25
Legal & General Group
United Kingdom
$810M +$124M +2,430,869 +19%

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.