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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.3B -$661M -12,219,522 -6%
BlackRock
2
BlackRock
New York
$9.88B -$601M -11,114,127 -6%
State Street
3
State Street
Massachusetts
$5.81B -$238M -4,402,794 -4%
Northern Trust
4
Northern Trust
Illinois
$2.17B -$65.8M -1,216,798 -3%
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$2.13B +$8.39M +155,049 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.01B -$56.5M -1,044,398 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.96B -$76.3M -1,410,777 -4%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.83B -$7.31M -135,071 -0.4%
MAM
9
Magellan Asset Management
Australia
$1.75B -$48.7M -900,834 -3%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.47B -$50.5M -933,937 -3%
Bank of America
11
Bank of America
North Carolina
$1.44B +$20.1M +371,701 +1%
Norges Bank
12
Norges Bank
Norway
$1.32B -$62.5M -1,155,184 -5%
LP
13
Longview Partners
Guernsey
$1.27B +$174M +3,220,296 +17%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.21B -$31.9M -588,608 -3%
Eagle Capital Management (New York)
15
Eagle Capital Management (New York)
New York
$1.17B -$162M -2,986,567 -13%
ClearBridge Investments
16
ClearBridge Investments
New York
$1.14B -$38M -701,744 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.09B -$198M -3,654,852 -16%
Goldman Sachs
18
Goldman Sachs
New York
$1.02B +$106M +1,961,250 +12%
Invesco
19
Invesco
Georgia
$997M -$28M -518,254 -3%
Franklin Resources
20
Franklin Resources
California
$995M -$290M -5,364,925 -23%
AllianceBernstein
21
AllianceBernstein
Tennessee
$976M -$40.5M -749,016 -4%
BBHC
22
Brown Brothers Harriman & Co
New York
$936M -$39.5M -730,880 -4%
Fidelity International
23
Fidelity International
Bermuda
$896M +$24.6M +453,765 +3%
Fisher Asset Management
24
Fisher Asset Management
Washington
$887M +$30.5M +562,921 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$842M -$17.2M -316,967 -2%

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.