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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAMU
251
Marathon Asset Management (UK)
United Kingdom
$58.8M -$4.92M -33,982 -9%
ProShare Advisors
252
ProShare Advisors
Maryland
$58.8M -$1.54M -10,609 -3%
KWM
253
Kingsview Wealth Management
Oregon
$58.7M +$2M +13,782 +4%
VMPIC
254
Varma Mutual Pension Insurance Co
Finland
$58.7M +$14.9M +102,836 +42%
UCFA
255
United Capital Financial Advisors
Texas
$58.4M -$1.96M -13,546 -4%
SCM
256
Sterling Capital Management
North Carolina
$57.3M +$48.7M +336,359 New
II
257
IFM Investors
Australia
$57.1M +$109K +750 +0.2%
AB
258
Amalgamated Bank
New York
$56.9M -$1.01M -6,998 -2%
BNP Paribas Asset Management
259
BNP Paribas Asset Management
France
$56.8M -$12.6M -86,951 -21%
GWM
260
Greenwich Wealth Management
Connecticut
$56.6M -$8.11K -56 -0%
MVIP
261
Mar Vista Investment Partners
California
$56.4M -$36.7M -253,592 -43%
KAS
262
Kestra Advisory Services
Texas
$55.8M +$834K +5,756 +2%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$55.8M -$495K -3,415 -1%
CNB
264
Czech National Bank
Czech Republic
$55.5M +$3.16M +21,832 +7%
Jennison Associates
265
Jennison Associates
New York
$54.3M -$19.6M -135,081 -30%
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$53.6M +$3.32M +22,931 +8%
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
$53.5M +$1.02M +7,051 +2%
TWC
268
TD Waterhouse Canada
Ontario, Canada
$53.5M +$4.07M +28,093 +10%
UIM
269
USS Investment Management
United Kingdom
$53.2M -$1.08M -7,431 -2%
SYBT
270
Stock Yards Bank & Trust
Kentucky
$53.2M -$601K -4,152 -1%
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$52.5M +$2.05M +14,122 +5%
SLAM
272
Swiss Life Asset Management
$52M -$1.87M -12,881 -4%
FAF
273
Fjarde Ap-fonden
Sweden
$51.9M +$44.1M +304,668 New
HC
274
Henshaw Capital
Massachusetts
$51.4M
TIAA Trust, National Association
275
TIAA Trust, National Association
North Carolina
$50.6M -$6.21M -42,896 -13%

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.