Oracle
ORCL
1,477 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 677 reducing their positions, and 70 closing their positions.
39% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 70
27% more call options, than puts
Call options by funds: $756M | Put options by funds: $594M
8% more funds holding in top 10
Funds holding in top 10: 154 → 167 (+13)
7% more capital invested
Capital invested by funds: $104B → $111B (+$7.57B)
1% more funds holding
Funds holding: 1,463 → 1,477 (+14)
0.7% more ownership
Funds ownership: 60.43% → 61.13% (+0.7%)
20% less repeat investments, than reductions
Existing positions increased: 539 | Existing positions reduced: 677
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$596M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$356M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$196M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$157M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$287M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$212M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$212M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$210M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$202M |
ORCL Hedge Fund Activity: Q1 2014 in Review
1,477 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2014, worth a combined $111B — up 7.3% from $104B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ORCL positions and 70 closed out — a net gain of 27 holders — while 539 added to existing stakes and 677 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $596M. The largest seller was State Street, cutting an estimated $287M.
- 1,477 institutional investors held Oracle (ORCL) as of Q1 2014, up from 1,463 in Q4 2013.
- Funds reported $111B of Oracle stock for Q1 2014, up 7.3% quarter-over-quarter.
- 97 funds opened new Oracle positions in Q1 2014 and 70 closed out, a net change of +27 holders.
- The largest Oracle buyer in Q1 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $596M added.
- The largest Oracle seller in Q1 2014 was State Street, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2014.