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Oracle

1,477 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 677 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 70

27% more call options, than puts

Call options by funds: $756M | Put options by funds: $594M

8% more funds holding in top 10

Funds holding in top 10: 154167 (+13)

7% more capital invested

Capital invested by funds: $104B → $111B (+$7.57B)

1% more funds holding

Funds holding: 1,4631,477 (+14)

0.7% more ownership

Funds ownership: 60.43%61.13% (+0.7%)

20% less repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 677

Holders
1,477
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+8.44%
% of All Funds
4.82%
New
97
Increased
539
Reduced
677
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
26
Artisan Partners
Wisconsin
$839M -$15M -393,271 -2%
LP
27
Longview Partners
Guernsey
$761M -$7.39M -194,070 -1%
Bank of America
28
Bank of America
North Carolina
$757M +$10.7M +281,384 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$710M -$117M -3,071,032 -15%
RFC
30
Russell Frank Company
Washington
$679M +$68.8M +1,808,576 +12%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$641M +$596M +15,656,561 New
FPA
32
First Pacific Advisors
California
$639M +$39.2M +1,028,700 +7%
IC
33
Institutional Capital
Illinois
$636M +$12.8M +337,254 +2%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$627M +$70M +1,838,699 +14%
Capital International Investors
35
Capital International Investors
California
$617M +$26.9M +707,500 +5%
Fidelity International
36
Fidelity International
Bermuda
$617M +$122M +3,202,709 +27%
Legal & General Group
37
Legal & General Group
United Kingdom
$610M -$21.3M -560,308 -4%
Pzena Investment Management
38
Pzena Investment Management
New York
$603M -$89.9M -2,362,956 -14%
BA
39
BlackRock Advisors
Delaware
$592M -$114M -2,994,181 -17%
JHIU
40
Janus Henderson Investors US
Colorado
$590M -$210M -5,504,427 -28%
Ameriprise
41
Ameriprise
Minnesota
$566M +$61.7M +1,620,123 +13%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$540M -$37.3M -978,960 -7%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$534M +$9.85M +258,649 +2%
Primecap Management
44
Primecap Management
California
$495M -$9.25M -243,033 -2%
UBS AM
45
UBS AM
Illinois
$491M +$43.6M +1,145,558 +11%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$485M -$5.34M -140,177 -1%
Invesco
47
Invesco
Georgia
$473M -$212M -5,579,533 -33%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$456M -$9.43M -247,797 -2%
Prudential Financial
49
Prudential Financial
New Jersey
$454M +$12.9M +339,715 +3%
Morgan Stanley
50
Morgan Stanley
New York
$449M -$83M -2,180,815 -17%

ORCL Hedge Fund Activity: Q1 2014 in Review

1,477 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2014, worth a combined $111B — up 7.3% from $104B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ORCL positions and 70 closed out — a net gain of 27 holders — while 539 added to existing stakes and 677 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $596M. The largest seller was State Street, cutting an estimated $287M.

  • 1,477 institutional investors held Oracle (ORCL) as of Q1 2014, up from 1,463 in Q4 2013.
  • Funds reported $111B of Oracle stock for Q1 2014, up 7.3% quarter-over-quarter.
  • 97 funds opened new Oracle positions in Q1 2014 and 70 closed out, a net change of +27 holders.
  • The largest Oracle buyer in Q1 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $596M added.
  • The largest Oracle seller in Q1 2014 was State Street, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2014.