Oracle
ORCL
1,529 hedge funds and large institutions have $92.3B invested in Oracle in 2016 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 520 increasing their positions, 694 reducing their positions, and 70 closing their positions.
97% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 70
3% more funds holding
Funds holding: 1,486 → 1,529 (+43)
0.04% more ownership
Funds ownership: 58.5% → 58.54% (+0.04%)
0% less capital invested
Capital invested by funds: $92.7B → $92.3B (-$367M)
1% less funds holding in top 10
Funds holding in top 10: 69 → 68 (-1)
25% less repeat investments, than reductions
Existing positions increased: 520 | Existing positions reduced: 694
26% less call options, than puts
Call options by funds: $822M | Put options by funds: $1.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$268M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$234M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$196M |
| 4 |
Two Sigma Advisers
New York
|
+$161M |
| 5 |
Goldman Sachs
New York
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$320M |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$206M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$175M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$171M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$148M |
ORCL Hedge Fund Activity: Q4 2016 in Review
1,529 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2016, worth a combined $92.3B — down 0.4% from $92.7B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new ORCL positions and 70 closed out — a net gain of 68 holders — while 520 added to existing stakes and 694 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $268M. The largest seller was Capital Research Global Investors, cutting an estimated $320M.
- 1,529 institutional investors held Oracle (ORCL) as of Q4 2016, up from 1,486 in Q3 2016.
- Funds reported $92.3B of Oracle stock for Q4 2016, down 0.4% quarter-over-quarter.
- 138 funds opened new Oracle positions in Q4 2016 and 70 closed out, a net change of +68 holders.
- The largest Oracle buyer in Q4 2016 was Fiduciary Management Inc, an estimated $268M added.
- The largest Oracle seller in Q4 2016 was Capital Research Global Investors, an estimated $320M sold.
Based on aggregated 13F filings for Q4 2016.