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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$964M +$45.2M +991,458 +5%
Fidelity International
27
Fidelity International
Bermuda
$953M -$20.6M -451,034 -2%
IFP
28
Independent Franchise Partners
United Kingdom
$840M +$4.78M +104,914 +0.6%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$840M -$41.1M -901,936 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$838M -$21.4M -470,553 -3%
Morgan Stanley
31
Morgan Stanley
New York
$831M -$109M -2,401,166 -13%
Macquarie Group
32
Macquarie Group
Australia
$829M -$96.1M -2,109,386 -11%
LP
33
Longview Partners
Guernsey
$815M +$32.7M +716,802 +5%
VAM
34
Veritas Asset Management
United Kingdom
$810M +$43.6M +957,195 +6%
YAM
35
Yacktman Asset Management
Texas
$770M -$92.2M -2,023,581 -12%
Legal & General Group
36
Legal & General Group
United Kingdom
$724M -$24.7M -541,991 -4%
Artisan Partners
37
Artisan Partners
Wisconsin
$714M -$224K -4,915 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$711M +$2.31M +50,774 +0.4%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$706M +$4.57M +100,361 +0.7%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$669M +$14.8M +324,834 +2%
Polen Capital Management
41
Polen Capital Management
Florida
$633M +$38.9M +854,240 +7%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$619M +$93.1M +2,042,742 +20%
Fisher Asset Management
43
Fisher Asset Management
Washington
$604M +$15M +330,001 +3%
Wells Fargo
44
Wells Fargo
California
$583M -$88.6M -1,943,147 -14%
American Century Companies
45
American Century Companies
Missouri
$575M -$12.1M -264,542 -2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$575M +$15.1M +332,100 +3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$557M +$18.7M +410,248 +4%
AAM
48
Aberdeen Asset Management
United Kingdom
$548M -$6.06M -132,864 -1%
Ameriprise
49
Ameriprise
Minnesota
$536M +$11M +241,565 +2%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$531M -$16.6M -364,995 -3%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.