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Oracle
ORCL

1,759 hedge funds and large institutions have $114B invested in Oracle in 2017 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 695 increasing their positions, 625 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 102

11% more repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 625

7% more funds holding

Funds holding: 1,641 → 1,759 (+118)

0.21% less ownership

Funds ownership: 58.29% → 58.08% (-0.21%)

3% less capital invested

Capital invested by funds: $118B → $114B (-$3.95B)

23% less call options, than puts

Call options by funds: $838M | Put options by funds: $1.09B

28% less funds holding in top 10

Funds holding in top 10: 121 → 87 (-34)

Holders
1,759
Holders Change
+118
Holders Change %
+7.19%
% of All Funds
39.9%
Holding in Top 10
87
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-28.1%
% of All Funds
1.97%
New
234
Increased
695
Reduced
625
Closed
102
Calls
$838M
Puts
$1.09B
Net Calls
-$254M
Net Calls Change
-$358M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$621M
2
ClearBridge Investments
ClearBridge Investments
New York
+$463M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$454M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$320M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$264M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$3.38B
2
RL
Ruffer LLP
United Kingdom
-$235M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$234M
4
Franklin Resources
Franklin Resources
California
-$183M
5
Millennium Management
Millennium Management
New York
-$160M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
451
Deltec Asset Management
New York
$10.4M -$1.77M -36,000 -14%
PA
452
Pinnacle Associates
New York
$10.4M -$83.3K -1,699 -0.8%
CA
453
Cullinan Associates
Kentucky
$10.3M +$843K +17,195 +9%
SCM
454
Stonebridge Capital Management
California
$10.1M +$354K +7,208 +4%
CCMIC
455
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10M -$724K -14,757 -7%
FM
456
Foster & Motley
Ohio
$10M -$1.11M -22,556 -10%
AI
457
Ariel Investments
Illinois
$10M +$432K +8,801 +4%
CDH
458
Charles D. Hyman
$9.99M +$26.4K +539 +0.3%
WAM
459
Winslow Asset Management
Ohio
$9.93M +$18.8K +384 +0.2%
OAM
460
Oppenheimer Asset Management
New York
$9.89M – – –
TAM
461
Taurus Asset Management
New York
$9.88M +$2.94M +59,925 +40%
GHA
462
GW Henssler & Associates
Georgia
$9.7M -$331K -6,757 -3%
Millennium Management
463
Millennium Management
New York
$9.55M -$160M -3,261,796 -94%
CTA
464
Chesley Taft & Associates
Illinois
$9.48M +$115K +2,340 +1%
BPC
465
Banque Pictet & Cie
Switzerland
$9.45M +$6.39M +130,344 +188%
BAM
466
Barrett Asset Management
New York
$9.41M -$82.2K -1,675 -0.8%
CCM
467
Channing Capital Management
Illinois
$9.29M – – –
HCM
468
Harvey Capital Management
Florida
$9.23M +$211K +4,294 +2%
HA
469
Heartland Advisors
Wisconsin
$9.2M +$52.7K +1,074 +0.6%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$9.06M -$178K -3,633 -2%
APFBOT
471
Amica Pension Fund Board of Trustees
Rhode Island
$9.05M – – –
Capital Fund Management (CFM)
472
Capital Fund Management (CFM)
France
$9.03M +$7.49M +152,775 +401%
LCS
473
Levin Capital Strategies
New York
$8.97M -$115K -2,335 -1%
MA
474
MUFG Americas
New York
$8.96M +$1.73M +35,190 +23%
GH
475
GAM Holding
Switzerland
$8.94M +$1.54M +31,374 +20%
17 18
19
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ORCL Hedge Fund Activity: Q4 2017 in Review

1,759 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2017, worth a combined $114B — down 3.4% from $118B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new ORCL positions and 102 closed out — a net gain of 132 holders — while 695 added to existing stakes and 625 trimmed.

The largest buyer was BlackRock, adding an estimated $621M. The largest seller was Capital Research Global Investors, cutting an estimated $3.38B.

  • 1,759 institutional investors held Oracle (ORCL) as of Q4 2017, up from 1,641 in Q3 2017.
  • Funds reported $114B of Oracle stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 234 funds opened new Oracle positions in Q4 2017 and 102 closed out, a net change of +132 holders.
  • The largest Oracle buyer in Q4 2017 was BlackRock, an estimated $621M added.
  • The largest Oracle seller in Q4 2017 was Capital Research Global Investors, an estimated $3.38B sold.

Based on aggregated 13F filings for Q4 2017.