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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.22B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$395M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$363M |
| 4 |
State Street
Boston,
Massachusetts
|
+$321M |
| 5 |
Millennium Management
New York
|
+$298M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$824M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$471M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$441M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$432M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$306M |
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.