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Oracle
ORCL

2,695 hedge funds and large institutions have $126B invested in Oracle in 2023 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,043 increasing their positions, 945 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 338 | Existing positions closed: 133

10% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 945

7% more funds holding

Funds holding: 2,529 → 2,695 (+166)

2% more capital invested

Capital invested by funds: $124B → $126B (+$2.22B)

0.85% more ownership

Funds ownership: 42.73% → 43.58% (+0.85%)

5% less call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.89B

26% less funds holding in top 10

Funds holding in top 10: 108 → 80 (-28)

Holders
2,695
Holders Change
+166
Holders Change %
+6.56%
% of All Funds
39.29%
Holding in Top 10
80
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-25.93%
% of All Funds
1.17%
New
338
Increased
1,043
Reduced
945
Closed
133
Calls
$2.74B
Puts
$2.89B
Net Calls
-$156M
Net Calls Change
+$3.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.22B
2
Boston Partners
Boston Partners
Massachusetts
+$395M
3
Capital World Investors
Capital World Investors
California
+$363M
4
State Street
State Street
Massachusetts
+$321M
5
Millennium Management
Millennium Management
New York
+$298M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$824M
2
N
Nuveen
North Carolina
-$471M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$441M
4
DZ Bank
DZ Bank
Germany
-$432M
5
Harris Associates
Harris Associates
Illinois
-$306M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
2726
Two Sigma Securities
New York
– -$4.29M -39,338 Closed
ECM
2727
ExodusPoint Capital Management
New York
– -$3.02M -28,520 Closed
DTL
2728
Dynamic Technology Lab
Singapore
– -$2.93M -27,635 Closed
LSA
2729
L & S Advisors
California
– -$2.68M -25,264 Closed
ESCM
2730
Echo Street Capital Management
New York
– -$2.65M -25,016 Closed
SCP
2731
Sender Company & Partners
New York
– -$2.55M -24,084 Closed
YIH
2732
Y-Intercept (HK)
Hong Kong
– -$2.39M -22,602 Closed
FMAEN1
2733
Fund Management at Engine No 1
California
– -$2.38M -22,514 Closed
ECU
2734
Eisler Capital (US)
New York
– -$2.34M -21,437 Closed
AAM
2735
Alphadyne Asset Management
New York
– -$2.26M -21,291 Closed
PFM
2736
Patton Fund Management
Texas
– -$2.17M -20,460 Closed
NICM
2737
Neo Ivy Capital Management
New York
– -$2.12M -20,016 Closed
CUAMC
2738
China Universal Asset Management Company
China
– -$1.91M -18,000 Closed
QAM
2739
Q3 Asset Management
Michigan
– -$1.83M -17,281 Closed
ERSOT
2740
Employees Retirement System of Texas
Texas
– -$1.68M -15,813 Closed
CCS
2741
Concentric Capital Strategies
Connecticut
– -$1.51M -14,228 Closed
DCM
2742
Decatur Capital Management
Georgia
– -$1.5M -14,133 Closed
LFP
2743
Leeward Financial Partners
Washington
– -$1.37M -12,913 Closed
DA
2744
Duality Advisers
Florida
– -$1.26M -11,937 Closed
CCFM
2745
Clear Creek Financial Management
Washington
– -$1.18M -11,138 Closed
PRC
2746
Pearl River Capital
Michigan
– -$1.17M -11,037 Closed
TCM
2747
Triumph Capital Management
Colorado
– -$1.09M -10,266 Closed
Hudson Bay Capital Management
2748
Hudson Bay Capital Management
Connecticut
– -$1.06M -10,000 Closed
LAS
2749
Lloyd Advisory Services
Georgia
– -$994K -9,384 Closed
IHG
2750
Insight Holdings Group
New York
– -$964K -9,100 Closed
108 109
110
111 112

ORCL Hedge Fund Activity: Q4 2023 in Review

2,695 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2023, worth a combined $126B — up 1.8% from $124B a quarter earlier.

Buyers outnumbered sellers: 338 funds opened new ORCL positions and 133 closed out — a net gain of 205 holders — while 1,043 added to existing stakes and 945 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.22B. The largest seller was Fidelity Investments, cutting an estimated $824M.

  • 2,695 institutional investors held Oracle (ORCL) as of Q4 2023, up from 2,529 in Q3 2023.
  • Funds reported $126B of Oracle stock for Q4 2023, up 1.8% quarter-over-quarter.
  • 338 funds opened new Oracle positions in Q4 2023 and 133 closed out, a net change of +205 holders.
  • The largest Oracle buyer in Q4 2023 was Morgan Stanley, an estimated $2.22B added.
  • The largest Oracle seller in Q4 2023 was Fidelity Investments, an estimated $824M sold.

Based on aggregated 13F filings for Q4 2023.