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Oracle

1,752 hedge funds and large institutions have $109B invested in Oracle in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 668 increasing their positions, 751 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 8791 (+4)

5% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 114

0.18% more ownership

Funds ownership: 58.08%58.26% (+0.18%)

0% less funds holding

Funds holding: 1,7591,752 (-7)

4% less capital invested

Capital invested by funds: $114B → $109B (-$4.86B)

11% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 751

27% less call options, than puts

Call options by funds: $781M | Put options by funds: $1.08B

Holders
1,752
Holders Change
-7
Holders Change %
-0.4%
% of All Funds
40.16%
Holding in Top 10
91
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.6%
% of All Funds
2.09%
New
120
Increased
668
Reduced
751
Closed
114
Calls
$781M
Puts
$1.08B
Net Calls
-$296M
Net Calls Change
-$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$916M -$14.7M -294,840 -1%
LP
27
Longview Partners
Guernsey
$909M +$3.17M +63,800 +0.3%
Deutsche Bank
28
Deutsche Bank
Germany
$886M +$503M +10,114,068 +109%
FPA
29
First Pacific Advisors
California
$853M -$123M -2,464,476 -12%
ClearBridge Investments
30
ClearBridge Investments
New York
$847M +$137M +2,757,095 +17%
Morgan Stanley
31
Morgan Stanley
New York
$837M +$119M +2,401,970 +15%
IFP
32
Independent Franchise Partners
United Kingdom
$764M -$46.6M -937,218 -5%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$758M +$22.4M +451,112 +3%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$749M +$8.84M +177,873 +1%
AQR Capital Management
35
AQR Capital Management
Connecticut
$748M -$16.7M -336,305 -2%
Polen Capital Management
36
Polen Capital Management
Florida
$745M +$30.4M +611,715 +4%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$709M -$6.89M -138,574 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$698M +$24.2M +486,812 +3%
Artisan Partners
39
Artisan Partners
Wisconsin
$690M +$56.8M +1,142,018 +8%
Macquarie Group
40
Macquarie Group
Australia
$681M +$7.4M +148,939 +1%
YAM
41
Yacktman Asset Management
Texas
$651M -$17.6M -354,799 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
42
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$647M -$112M -2,260,483 -14%
Legal & General Group
43
Legal & General Group
United Kingdom
$614M -$48.5M -976,227 -7%
Fisher Asset Management
44
Fisher Asset Management
Washington
$602M +$29M +583,326 +5%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$582M -$9.27M -186,367 -1%
American Century Companies
46
American Century Companies
Missouri
$567M -$72.3M -1,453,404 -10%
Wells Fargo
47
Wells Fargo
California
$564M -$56.4M -1,133,812 -8%
Ameriprise
48
Ameriprise
Minnesota
$545M +$14M +280,929 +2%
UBS AM
49
UBS AM
Illinois
$543M -$68.5M -1,377,749 -10%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$513M +$105M +2,105,538 +23%

ORCL Hedge Fund Activity: Q1 2018 in Review

1,752 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2018, worth a combined $109B — down 4.3% from $114B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new ORCL positions and 114 closed out — a net gain of 6 holders — while 668 added to existing stakes and 751 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $763M. The largest seller was Capital Research Global Investors, cutting an estimated $686M.

  • 1,752 institutional investors held Oracle (ORCL) as of Q1 2018, down from 1,759 in Q4 2017.
  • Funds reported $109B of Oracle stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 120 funds opened new Oracle positions in Q1 2018 and 114 closed out, a net change of +6 holders.
  • The largest Oracle buyer in Q1 2018 was JP Morgan Chase, an estimated $763M added.
  • The largest Oracle seller in Q1 2018 was Capital Research Global Investors, an estimated $686M sold.

Based on aggregated 13F filings for Q1 2018.