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
KRS
451
Kentucky Retirement Systems
Kentucky
$8.06M +$309K +8,040 +4%
PDN
452
Pensionfund DSM Netherlands
Netherlands
$8.05M +$1.21M +31,600 +17%
TAF
453
Tredje AP-fonden
Sweden
$8.02M -$941K -24,486 -10%
DC
454
Deere & Company
Illinois
$8.02M -$836K -21,746 -9%
ADEF
455
Adams Diversified Equity Fund
Maryland
$7.98M -$3.27M -85,000 -28%
QI
456
QS Investors
New York
$7.93M -$1.23M -31,970 -13%
CS
457
Candriam SCA
Luxembourg
$7.83M +$165K +4,302 +2%
CIP
458
Convergence Investment Partners
Florida
$7.81M +$8M +208,200 +2,612%
B
459
Barings
North Carolina
$7.79M -$561K -14,600 -6%
AL
460
Airain Ltd
Guernsey
$7.74M +$411K +10,680 +5%
LI
461
LMCG Investments
Massachusetts
$7.71M -$293K -7,615 -3%
FCI
462
Financial Counselors Inc
Kansas
$7.68M +$183K +4,752 +2%
EWM
463
Endurance Wealth Management
Rhode Island
$7.68M -$52.9K -1,375 -0.7%
MIM
464
Marco Investment Management
Georgia
$7.68M -$813K -21,149 -9%
Cohen & Steers
465
Cohen & Steers
New York
$7.57M
COPPSERS
466
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.55M -$5.73M -149,042 -42%
RBA
467
Richard Bernstein Advisors
New York
$7.49M
HCM
468
Horan Capital Management
Maryland
$7.48M -$156K -4,051 -2%
AAM
469
Aureus Asset Management
Massachusetts
$7.47M +$124K +3,224 +2%
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$7.45M -$315K -8,200 -4%
PAM
471
Private Asset Management
California
$7.45M -$53.9K -1,402 -0.7%
PP
472
Paloma Partners
Connecticut
$7.31M -$338K -8,786 -4%
AP
473
Atwood & Palmer
Missouri
$7.2M +$138K +3,583 +2%
BAAM
474
Baker Avenue Asset Management
California
$7.15M -$359K -9,349 -5%
EWM
475
Evercore Wealth Management
New York
$7.1M -$181K -4,718 -2%

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.