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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
SGA
2751
Seaport Global Advisors
Massachusetts
– -$866K -8,177 Closed
WP
2752
Waycross Partners
Kentucky
– -$858K -8,100 Closed
BAM
2753
Bosun Asset Management
Illinois
– -$792K -7,477 Closed
BS
2754
Bessemer Securities
New York
– -$788K -7,439 Closed
OQS
2755
Occudo Quantitative Strategies
Florida
– -$753K -7,111 Closed
AWA
2756
Aletheian Wealth Advisors
Washington
– -$645K -6,089 Closed
HMS
2757
Hanseatic Management Services
New Mexico
– -$635K -5,999 Closed
DCM
2758
Driehaus Capital Management
Illinois
– -$633K -5,976 Closed
ALAM
2759
Asahi Life Asset Management
Japan
– -$620K -5,850 Closed
VC
2760
Vicus Capital
Pennsylvania
– -$607K -5,727 Closed
GCM
2761
Gladius Capital Management
Illinois
– -$597K -5,638 Closed
HI
2762
Hoey Investments
Pennsylvania
– -$534K -5,043 Closed
CWM
2763
C2C Wealth Management
Arizona
– -$530K -4,990 Closed
OAC
2764
OMERS Administration Corp
Ontario, Canada
– -$519K -4,900 Closed
CWP
2765
Capital Wealth Planning
Florida
– -$500K -4,722 Closed
JIP
2766
Jaffetilchin Investment Partners
Florida
– -$480K -4,536 Closed
AFG
2767
AFS Financial Group
Maryland
– -$471K -4,451 Closed
SCM
2768
Stevens Capital Management
Pennsylvania
– -$464K -4,380 Closed
LNWTC
2769
Laird Norton Wetherby Trust Company
Washington
– -$440K -4,150 Closed
VAM
2770
Valliance Asset Management
Hong Kong
– -$424K -4,000 Closed
RIM
2771
Redwood Investment Management
Arizona
– -$411K -3,885 Closed
CCM
2772
Crabel Capital Management
California
– -$398K -3,754 Closed
PIP
2773
Peachtree Investment Partners
Florida
– -$396K -3,737 Closed
BP
2774
BBR Partners
New York
– -$389K -3,675 Closed
DC
2775
Diametric Capital
Massachusetts
– -$374K -3,528 Closed
109 110
111
112 113

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.