Oracle
ORCL
1,759 hedge funds and large institutions have $114B invested in Oracle in 2017 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 695 increasing their positions, 625 reducing their positions, and 102 closing their positions.
129% more first-time investments, than exits
New positions opened: 234 | Existing positions closed: 102
11% more repeat investments, than reductions
Existing positions increased: 695 | Existing positions reduced: 625
7% more funds holding
Funds holding: 1,641 → 1,759 (+118)
0.21% less ownership
Funds ownership: 58.29% → 58.08% (-0.21%)
3% less capital invested
Capital invested by funds: $118B → $114B (-$3.95B)
23% less call options, than puts
Call options by funds: $838M | Put options by funds: $1.09B
28% less funds holding in top 10
Funds holding in top 10: 121 → 87 (-34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$621M |
| 2 |
ClearBridge Investments
New York
|
+$463M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$454M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$320M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$264M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$3.38B |
| 2 |
RL
Ruffer LLP
London,
United Kingdom
|
-$235M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$234M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$183M |
| 5 |
Millennium Management
New York
|
-$160M |
ORCL Hedge Fund Activity: Q4 2017 in Review
1,759 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2017, worth a combined $114B — down 3.4% from $118B a quarter earlier.
Buyers outnumbered sellers: 234 funds opened new ORCL positions and 102 closed out — a net gain of 132 holders — while 695 added to existing stakes and 625 trimmed.
The largest buyer was BlackRock, adding an estimated $621M. The largest seller was Capital Research Global Investors, cutting an estimated $3.38B.
- 1,759 institutional investors held Oracle (ORCL) as of Q4 2017, up from 1,641 in Q3 2017.
- Funds reported $114B of Oracle stock for Q4 2017, down 3.4% quarter-over-quarter.
- 234 funds opened new Oracle positions in Q4 2017 and 102 closed out, a net change of +132 holders.
- The largest Oracle buyer in Q4 2017 was BlackRock, an estimated $621M added.
- The largest Oracle seller in Q4 2017 was Capital Research Global Investors, an estimated $3.38B sold.
Based on aggregated 13F filings for Q4 2017.