Oracle
ORCL
1,487 hedge funds and large institutions have $98.8B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 545 increasing their positions, 674 reducing their positions, and 82 closing their positions.
0% less capital invested
Capital invested by funds: $99B → $98.8B (-$229M)
1.22% less ownership
Funds ownership: 60.03% → 58.81% (-1.2%)
2% less funds holding
Funds holding: 1,521 → 1,487 (-34)
10% less funds holding in top 10
Funds holding in top 10: 101 → 91 (-10)
11% less call options, than puts
Call options by funds: $872M | Put options by funds: $981M
19% less repeat investments, than reductions
Existing positions increased: 545 | Existing positions reduced: 674
22% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$217M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$101M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$91.3M |
| 4 |
JP Morgan Chase
New York
|
+$86.9M |
| 5 |
Renaissance Technologies
New York
|
+$72.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$1.27B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$382M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$247M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$205M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$193M |
ORCL Hedge Fund Activity: Q2 2016 in Review
1,487 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2016, worth a combined $98.8B — down 0.23% from $99B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of ORCL and 64 opened new positions — a net loss of 18 holders — while 674 trimmed existing stakes and 545 added.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $217M. The largest seller was Royal London Asset Management, cutting an estimated $1.27B.
- 1,487 institutional investors held Oracle (ORCL) as of Q2 2016, down from 1,521 in Q1 2016.
- Funds reported $98.8B of Oracle stock for Q2 2016, down 0.23% quarter-over-quarter.
- 64 funds opened new Oracle positions in Q2 2016 and 82 closed out, a net change of -18 holders.
- The largest Oracle buyer in Q2 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $217M added.
- The largest Oracle seller in Q2 2016 was Royal London Asset Management, an estimated $1.27B sold.
Based on aggregated 13F filings for Q2 2016.