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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.46B +$62.6M +432,319 +5%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.42B -$69.2M -477,882 -5%
UBS Group
28
UBS Group
Switzerland
$1.35B -$77.5M -534,718 -6%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$1.34B +$402M +2,773,479 +55%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.31B +$56.8M +391,959 +5%
Ameriprise
31
Ameriprise
Minnesota
$1.27B +$37.4M +257,884 +4%
Boston Partners
32
Boston Partners
Massachusetts
$1.25B -$9.29M -64,124 -0.9%
Parnassus Investments
33
Parnassus Investments
California
$1.22B -$171M -1,179,139 -14%
Invesco
34
Invesco
Georgia
$1.09B -$17.2M -118,806 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$1.06B +$165M +1,137,190 +22%
ClearBridge Investments
36
ClearBridge Investments
New York
$1.04B -$129M -887,759 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.03B +$47M +324,759 +6%
DZ Bank
38
DZ Bank
Germany
$989M +$198M +1,367,274 +31%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$969M +$153M +1,055,614 +23%
Wells Fargo
40
Wells Fargo
California
$901M +$46.2M +318,734 +6%
First Manhattan
41
First Manhattan
New York
$893M -$26M -179,738 -3%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$883M -$429M -2,963,979 -36%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$876M +$14.5M +100,166 +2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$837M +$4.45M +30,700 +0.6%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$825M -$13.6M -93,975 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$789M +$5.04M +34,795 +0.8%
LP
47
Longview Partners
Guernsey
$783M -$2.49M -17,160 -0.4%
Neuberger Berman Group
48
Neuberger Berman Group
New York
$774M -$101M -694,982 -13%
Barclays
49
Barclays
United Kingdom
$686M +$38.1M +263,045 +7%
RJA
50
Raymond James & Associates
Florida
$680M -$344K -2,377 -0.1%

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.