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Oracle

1,870 hedge funds and large institutions have $85.4B invested in Oracle in 2020 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 607 increasing their positions, 825 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 83

30% more call options, than puts

Call options by funds: $1.18B | Put options by funds: $907M

5% more funds holding in top 10

Funds holding in top 10: 5760 (+3)

3% more funds holding

Funds holding: 1,8221,870 (+48)

2% more capital invested

Capital invested by funds: $84B → $85.4B (+$1.4B)

1.95% less ownership

Funds ownership: 49.59%47.64% (-1.9%)

26% less repeat investments, than reductions

Existing positions increased: 607 | Existing positions reduced: 825

Holders
1,870
Holders Change
+48
Holders Change %
+2.63%
% of All Funds
37.73%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.21%
New
149
Increased
607
Reduced
825
Closed
83
Calls
$1.18B
Puts
$907M
Net Calls
+$274M
Net Calls Change
+$92.7M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$324M -$17.8M -313,021 -5%
BAM
52
Burgundy Asset Management
Ontario, Canada
$319M +$579K +10,184 +0.2%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$318M -$102M -1,787,954 -25%
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$317M +$69.1M +1,216,475 +30%
First Trust Advisors
55
First Trust Advisors
Illinois
$313M +$18.8M +331,317 +7%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$307M +$27.9M +490,907 +11%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$298M -$38.9M -684,115 -12%
Prudential Financial
58
Prudential Financial
New Jersey
$289M -$14.3M -251,806 -5%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$278M -$32.3M -567,926 -11%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$270M -$8.74M -153,885 -3%
MAMU
61
Marathon Asset Management (UK)
United Kingdom
$252M -$19.2M -338,541 -7%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$250M +$3.99M +70,162 +2%
Canada Life
63
Canada Life
Manitoba, Canada
$248M +$1.51M +26,591 +0.6%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$248M -$1.82M -32,026 -0.8%
BGC
65
Beutel, Goodman & Co
Ontario, Canada
$247M +$1.07M +18,914 +0.5%
First Manhattan
66
First Manhattan
New York
$233M -$8.08M -142,196 -4%
AAMU
67
Amundi Asset Management US
Massachusetts
$227M -$2.85M -50,131 -1%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$225M +$12.1M +213,036 +6%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$224M -$5.38M -94,628 -2%
KBC Group
70
KBC Group
Belgium
$221M +$56.3M +991,732 +37%
AQR Capital Management
71
AQR Capital Management
Connecticut
$215M -$117M -2,051,361 -36%
CS
72
Credit Suisse
Switzerland
$212M -$14M -246,282 -6%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$211M -$85.7M -1,508,011 -30%
Two Sigma Investments
74
Two Sigma Investments
New York
$208M +$182M +3,208,218 +1,165%
BCIM
75
Black Creek Investment Management
Ontario, Canada
$206M +$4.47M +78,733 +2%

ORCL Hedge Fund Activity: Q3 2020 in Review

1,870 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2020, worth a combined $85.4B — up 1.7% from $84B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ORCL positions and 83 closed out — a net gain of 66 holders — while 607 added to existing stakes and 825 trimmed.

The largest buyer was Independent Franchise Partners, adding an estimated $194M. The largest seller was Nordea Investment Management, cutting an estimated $847M.

  • 1,870 institutional investors held Oracle (ORCL) as of Q3 2020, up from 1,822 in Q2 2020.
  • Funds reported $85.4B of Oracle stock for Q3 2020, up 1.7% quarter-over-quarter.
  • 149 funds opened new Oracle positions in Q3 2020 and 83 closed out, a net change of +66 holders.
  • The largest Oracle buyer in Q3 2020 was Independent Franchise Partners, an estimated $194M added.
  • The largest Oracle seller in Q3 2020 was Nordea Investment Management, an estimated $847M sold.

Based on aggregated 13F filings for Q3 2020.