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Oracle

1,457 hedge funds and large institutions have $93.9B invested in Oracle in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 515 increasing their positions, 671 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% less ownership

Funds ownership: 59.42%59.36% (-0.06%)

5% less funds holding

Funds holding: 1,5361,457 (-79)

9% less capital invested

Capital invested by funds: $103B → $93.9B (-$9.46B)

13% less funds holding in top 10

Funds holding in top 10: 10390 (-13)

23% less repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 671

39% less call options, than puts

Call options by funds: $485M | Put options by funds: $789M

51% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 132

Holders
1,457
Holders Change
-79
Holders Change %
-5.14%
% of All Funds
40.68%
Holding in Top 10
90
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.62%
% of All Funds
2.51%
New
65
Increased
515
Reduced
671
Closed
132
Calls
$485M
Puts
$789M
Net Calls
-$304M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
626
Nelson Capital Management
California
$3.87M +$81.7K +2,126 +2%
VV
627
Verity & Verity
South Carolina
$3.86M -$61.8K -1,608 -1%
MIC
628
MU Investments Company
Japan
$3.86M -$15.4K -400 -0.4%
NB
629
NBT Bank
New York
$3.82M -$1.03M -26,774 -20%
CPA
630
Court Place Advisors
Maryland
$3.81M -$10.6K -276 -0.3%
PAI
631
Pittenger & Anderson Inc
Nebraska
$3.79M +$731K +19,005 +22%
FSA
632
Franklin Street Advisors
North Carolina
$3.78M -$198K -5,145 -5%
DCC
633
Dow Chemical Company
Michigan
$3.72M +$1.46M +38,000 +58%
RC
634
Reik & Co
New York
$3.7M
EVM
635
Evelyn V. Moreno
$3.7M +$3.27K +85 +0.1%
KWILP
636
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.69M +$130K +3,378 +3%
PVH
637
Psagot Value Holdings
Israel
$3.69M +$946K +24,600 +32%
MYLI
638
Meiji Yasuda Life Insurance
Japan
$3.69M +$61.5K +1,600 +2%
PS
639
Pensionfund Sabic
Netherlands
$3.68M +$1.91M +49,600 +95%
BCB
640
Brian C. Broderick
$3.61M +$17.3K +450 +0.5%
NSEDCP
641
NJ State Employees Deferred Compensation Plan
New Jersey
$3.61M
SWK
642
Stephen W. Kidder
$3.58M
CCM
643
Catawba Capital Management
Virginia
$3.58M -$431K -11,210 -10%
CB
644
Chemical Bank
Michigan
$3.56M -$60.2K -1,565 -2%
FCM
645
Forester Capital Management
Illinois
$3.54M +$19K +495 +0.5%
Mirae Asset Global Investments
646
Mirae Asset Global Investments
South Korea
$3.53M -$8.53M -221,992 -69%
MYAM
647
Meiji Yasuda Asset Management
Japan
$3.53M +$104K +2,697 +3%
SC
648
SouthState Corp
Florida
$3.52M -$160K -4,171 -4%
PCM
649
Palouse Capital Management
Washington
$3.5M -$101K -2,637 -3%
LM
650
Lincluden Management
Ontario, Canada
$3.49M +$390K +10,135 +12%

ORCL Hedge Fund Activity: Q3 2015 in Review

1,457 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2015, worth a combined $93.9B — down 9.1% from $103B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of ORCL and 65 opened new positions — a net loss of 67 holders — while 671 trimmed existing stakes and 515 added.

The largest buyer was Bank of America, adding an estimated $481M. The largest seller was Fidelity Investments, cutting an estimated $544M.

  • 1,457 institutional investors held Oracle (ORCL) as of Q3 2015, down from 1,536 in Q2 2015.
  • Funds reported $93.9B of Oracle stock for Q3 2015, down 9.1% quarter-over-quarter.
  • 65 funds opened new Oracle positions in Q3 2015 and 132 closed out, a net change of -67 holders.
  • The largest Oracle buyer in Q3 2015 was Bank of America, an estimated $481M added.
  • The largest Oracle seller in Q3 2015 was Fidelity Investments, an estimated $544M sold.

Based on aggregated 13F filings for Q3 2015.