Oracle
ORCL
1,492 hedge funds and large institutions have $92.9B invested in Oracle in 2015 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 479 increasing their positions, 699 reducing their positions, and 80 closing their positions.
66% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 80
2% more funds holding
Funds holding: 1,458 → 1,492 (+34)
0.56% less ownership
Funds ownership: 59.36% → 58.8% (-0.56%)
1% less capital invested
Capital invested by funds: $93.9B → $92.9B (-$1.06B)
11% less funds holding in top 10
Funds holding in top 10: 90 → 80 (-10)
20% less call options, than puts
Call options by funds: $505M | Put options by funds: $633M
31% less repeat investments, than reductions
Existing positions increased: 479 | Existing positions reduced: 699
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$588M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$571M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$287M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$103M |
| 5 |
Goldman Sachs
New York
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$466M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$257M |
| 3 |
Bank of New York Mellon
New York
|
-$216M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$198M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
ORCL Hedge Fund Activity: Q4 2015 in Review
1,492 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2015, worth a combined $92.9B — down 1.1% from $93.9B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new ORCL positions and 80 closed out — a net gain of 53 holders — while 479 added to existing stakes and 699 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $588M. The largest seller was Wellington Management Group, cutting an estimated $466M.
- 1,492 institutional investors held Oracle (ORCL) as of Q4 2015, up from 1,458 in Q3 2015.
- Funds reported $92.9B of Oracle stock for Q4 2015, down 1.1% quarter-over-quarter.
- 133 funds opened new Oracle positions in Q4 2015 and 80 closed out, a net change of +53 holders.
- The largest Oracle buyer in Q4 2015 was Capital Research Global Investors, an estimated $588M added.
- The largest Oracle seller in Q4 2015 was Wellington Management Group, an estimated $466M sold.
Based on aggregated 13F filings for Q4 2015.