We are live on ! Find out more
ORCL icon

Oracle

1,457 hedge funds and large institutions have $93.9B invested in Oracle in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 515 increasing their positions, 671 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 59.42%59.36% (-0.06%)

5% less funds holding

Funds holding: 1,5361,457 (-79)

9% less capital invested

Capital invested by funds: $103B → $93.9B (-$9.46B)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

23% less repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 671

39% less call options, than puts

Call options by funds: $485M | Put options by funds: $789M

51% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 132

Holders
1,457
Holders Change
-79
Holders Change %
-5.14%
% of All Funds
40.68%
Holding in Top 10
90
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.62%
% of All Funds
2.51%
New
65
Increased
515
Reduced
671
Closed
132
Calls
$485M
Puts
$789M
Net Calls
-$304M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
301
Martin Investment Management
Florida
$18.6M -$986K -25,639 -5%
ProShare Advisors
302
ProShare Advisors
Maryland
$18.6M +$2.09M +54,411 +12%
ELC
303
Edgar Lomax Company
Virginia
$18.5M -$684K -17,800 -3%
DILH
304
Dai-ichi Life Holdings
Japan
$18.2M +$1.91M +49,625 +11%
ZIG
305
Zurich Insurance Group
Switzerland
$18.1M +$19.3M +502,277 New
State of Tennessee, Department of Treasury
306
State of Tennessee, Department of Treasury
Tennessee
$18M -$242K -6,300 -1%
PP
307
PDT Partners
New York
$17.9M +$19.1M +496,950 New
WPC
308
Waters Parkerson & Co
Louisiana
$17.8M +$562K +14,618 +3%
PSUF
309
People's United Financial
Connecticut
$17.7M +$715K +18,601 +4%
TCT
310
TIAA CREF Trust
Missouri
$17.2M +$781K +20,327 +4%
SAM
311
Sentinel Asset Management
Vermont
$17.2M
CAM
312
Capstone Asset Management
Texas
$17M -$1.16M -30,245 -6%
William Blair & Company
313
William Blair & Company
Illinois
$16.9M -$5.85M -152,039 -25%
BC
314
Burney Company
Virginia
$16.9M -$194K -5,057 -1%
NPIT
315
National Penn Investors Trust
Pennsylvania
$16.9M -$36.8K -958 -0.2%
FCH
316
Freestone Capital Holdings
Washington
$16.7M +$1.22M +31,775 +7%
HighTower Advisors
317
HighTower Advisors
Illinois
$16.6M +$69.1K +1,797 +0.4%
BCM
318
Bridgeway Capital Management
Texas
$16.6M -$3.3M -85,850 -16%
RCM
319
Riverhead Capital Management
Delaware
$16.5M -$233K -6,056 -1%
Asset Management One
320
Asset Management One
Japan
$16.3M -$717K -18,644 -4%
Truist Financial
321
Truist Financial
North Carolina
$16M +$11.9M +309,012 +231%
TRSOTSOK
322
Teachers Retirement System of the State of Kentucky
Kentucky
$16M
FQ
323
First Quadrant
California
$15.9M +$3.15M +82,000 +23%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$15.9M -$185K -4,821 -1%
CCM
325
Compass Capital Management
Minnesota
$15.9M +$700K +18,213 +4%

ORCL Hedge Fund Activity: Q3 2015 in Review

1,457 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2015, worth a combined $93.9B — down 9.1% from $103B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of ORCL and 65 opened new positions — a net loss of 67 holders — while 671 trimmed existing stakes and 515 added.

The largest buyer was Bank of America, adding an estimated $481M. The largest seller was Fidelity Investments, cutting an estimated $544M.

  • 1,457 institutional investors held Oracle (ORCL) as of Q3 2015, down from 1,536 in Q2 2015.
  • Funds reported $93.9B of Oracle stock for Q3 2015, down 9.1% quarter-over-quarter.
  • 65 funds opened new Oracle positions in Q3 2015 and 132 closed out, a net change of -67 holders.
  • The largest Oracle buyer in Q3 2015 was Bank of America, an estimated $481M added.
  • The largest Oracle seller in Q3 2015 was Fidelity Investments, an estimated $544M sold.

Based on aggregated 13F filings for Q3 2015.