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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
BCM
726
BlueCrest Capital Management
Jersey
$2.5M -$59.6K -1,550 -2%
AT
727
Argent Trust
Texas
$2.49M -$272K -7,086 -9%
HC
728
HHG & Company
Connecticut
$2.47M +$46.4K +1,206 +2%
EI
729
EDMP Inc
Florida
$2.46M +$8.19K +213 +0.3%
HKIM
730
Hayek Kallen Investment Management
Alabama
$2.45M +$305K +7,933 +13%
PTC
731
Private Trust Company
Ohio
$2.45M +$25K +650 +1%
NIC
732
Northwest Investment Counselors
Oregon
$2.45M +$6.92K +180 +0.3%
MM
733
Meridian Management
Arkansas
$2.44M +$194K +5,039 +8%
RJT
734
Raymond James Trust
Florida
$2.43M -$221K -5,747 -8%
WIS
735
Wright Investors Service
Connecticut
$2.4M +$832K +21,636 +48%
SI
736
Stephens Inc
Arkansas
$2.38M -$1.57M -40,870 -38%
TIC
737
Trees Investment Counsel
Illinois
$2.37M
ECM
738
Exchange Capital Management
Michigan
$2.37M +$214K +5,555 +9%
AAIM
739
American Assets Investment Management
California
$2.37M -$1.01M -26,270 -29%
TWM
740
Torch Wealth Management
Ohio
$2.35M -$30.6K -796 -1%
FMC
741
First Merchants Corp
Indiana
$2.35M +$111K +2,876 +5%
CRM
742
Cramer Rosenthal McGlynn
Connecticut
$2.34M -$54.2K -1,410 -2%
BPC
743
Banque Pictet & Cie
Switzerland
$2.33M +$2.48M +64,517 New
CCM
744
Chickasaw Capital Management
Tennessee
$2.32M -$672K -17,490 -21%
PAM
745
Palisade Asset Management
Minnesota
$2.32M -$154 -4 -0%
AUB
746
Atlantic Union Bankshares
Virginia
$2.31M +$329K +8,568 +15%
CT
747
Coastline Trust
Rhode Island
$2.28M +$14.2K +370 +0.6%
ITIM
748
Indiana Trust & Investment Management
Indiana
$2.27M -$42.3K -1,100 -2%
AIIMS
749
Analyst IMS Investment Management Services
Israel
$2.27M -$22.8K -592 -0.9%
FPCP
750
Fort Point Capital Partners
California
$2.26M +$7.69K +200 +0.3%

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.