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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$527M -$132M -2,893,714 -22%
UBS AM
52
UBS AM
Illinois
$520M -$1.16M -25,488 -0.2%
Charles Schwab
53
Charles Schwab
California
$509M +$20.5M +450,836 +5%
Pzena Investment Management
54
Pzena Investment Management
New York
$505M +$972K +21,332 +0.2%
Prudential Financial
55
Prudential Financial
New Jersey
$499M +$39.1M +857,380 +9%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$472M +$7.75M +170,118 +2%
PG
57
Pendal Group
Australia
$460M +$418M +9,169,086 New
PPA
58
Parametric Portfolio Associates
Washington
$454M +$69.8M +1,530,836 +20%
TA
59
Teachers Advisors
New York
$426M +$34.7M +762,214 +10%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$407M +$55.5M +1,217,049 +18%
APG Asset Management
61
APG Asset Management
Netherlands
$402M -$12.5M -274,739 -3%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$383M +$7.75M +170,080 +2%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$382M +$128M +2,800,392 +58%
Deutsche Bank
64
Deutsche Bank
Germany
$380M -$58.2M -1,277,596 -14%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$370M -$24M -526,955 -7%
JP Morgan Chase
66
JP Morgan Chase
New York
$361M -$84.4M -1,850,819 -20%
Primecap Management
67
Primecap Management
California
$347M -$7.11M -155,900 -2%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$340M -$16.5M -362,900 -5%
UBS Group
69
UBS Group
Switzerland
$324M +$46.2M +1,012,805 +19%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$323M +$13.7M +301,104 +5%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$323M -$4.32M -94,693 -1%
ClearBridge Investments
72
ClearBridge Investments
New York
$321M -$4.01M -88,017 -1%
FMI
73
Fiduciary Management Inc
Wisconsin
$320M -$21.5M -472,776 -7%
CCM
74
Causeway Capital Management
California
$320M +$4.72M +103,673 +2%
JIM
75
Jensen Investment Management
Oregon
$317M -$26M -570,567 -8%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.