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Oracle

2,915 hedge funds and large institutions have $169B invested in Oracle in 2024 Q2 according to their latest regulatory filings, with 242 funds opening new positions, 1,239 increasing their positions, 1,014 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 103

36% more funds holding in top 10

Funds holding in top 10: 108147 (+39)

22% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,014

14% more capital invested

Capital invested by funds: $148B → $169B (+$20.9B)

4% more funds holding

Funds holding: 2,8112,915 (+104)

4% more call options, than puts

Call options by funds: $3.46B | Put options by funds: $3.32B

0.47% more ownership

Funds ownership: 43%43.47% (+0.47%)

Holders
2,915
Holders Change
+104
Holders Change %
+3.7%
% of All Funds
42.1%
Holding in Top 10
147
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+36.11%
% of All Funds
2.12%
New
242
Increased
1,239
Reduced
1,014
Closed
103
Calls
$3.46B
Puts
$3.32B
Net Calls
+$139M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
301
Federated Hermes
Pennsylvania
$36.4M +$25.7M +207,340 +413%
CLGM
302
Capitolis Liquid Global Markets
New York
$36.3M +$10.5M +84,200 +49%
CISOA
303
Capital Investment Services of America
Wisconsin
$35.9M -$666K -5,362 -2%
DDPIC
304
Deroy & Devereaux Private Investment Counsel
Michigan
$35.1M -$236K -1,898 -0.8%
BMCM
305
Bryn Mawr Capital Management
Pennsylvania
$35M +$1.38M +11,091 +5%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$35M -$762K -6,140 -2%
VMPIC
307
Varma Mutual Pension Insurance Co
Finland
$34.9M -$7.11M -57,222 -19%
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$34.8M -$153M -1,230,909 -83%
Connor, Clark & Lunn Investment Management (CC&L)
309
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34.8M +$8.87M +71,456 +41%
SCM
310
Suvretta Capital Management
New York
$34.6M +$6.02M +48,440 +25%
BFS
311
Bradley Foster & Sargent
Connecticut
$33.9M +$57.2K +461 +0.2%
CGH
312
Crossmark Global Holdings
Texas
$33.4M +$1.68M +13,495 +6%
NAM
313
NorthCrest Asset Manangement
Minnesota
$33.3M +$313K +2,523 +1%
Brown Advisory
314
Brown Advisory
Maryland
$33.2M -$618K -4,973 -2%
RRAM
315
River Road Asset Management
Kentucky
$33.2M -$1.53M -12,338 -5%
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
$32.7M +$2.66M +21,460 +10%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$32.2M -$175K -1,411 -0.6%
VPI
318
Value Partners Investments
Manitoba, Canada
$32M -$27.7M -223,154 -50%
RFC
319
Regions Financial Corp
Alabama
$31.7M +$8.1M +65,188 +41%
CCMIC
320
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$31.4M -$428K -3,445 -2%
YCM
321
Yousif Capital Management
Michigan
$31.4M -$585K -4,710 -2%
SWA
322
ShankerValleau Wealth Advisors
Illinois
$31.3M +$12.3M +99,043 +81%
MPMG
323
Minneapolis Portfolio Management Group
Minnesota
$31.2M -$227K -1,825 -0.8%
NYLIM
324
New York Life Investment Management
New York
$31.1M +$124K +997 +0.5%
PA
325
Pinnacle Associates
New York
$31M -$142K -1,140 -0.5%

ORCL Hedge Fund Activity: Q2 2024 in Review

2,915 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2024, worth a combined $169B — up 14% from $148B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 103 closed out — a net gain of 139 holders — while 1,239 added to existing stakes and 1,014 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was Capital World Investors, cutting an estimated $717M.

  • 2,915 institutional investors held Oracle (ORCL) as of Q2 2024, up from 2,811 in Q1 2024.
  • Funds reported $169B of Oracle stock for Q2 2024, up 14% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q2 2024 and 103 closed out, a net change of +139 holders.
  • The largest Oracle buyer in Q2 2024 was Fidelity Investments, an estimated $1.51B added.
  • The largest Oracle seller in Q2 2024 was Capital World Investors, an estimated $717M sold.

Based on aggregated 13F filings for Q2 2024.