We are live on ! Find out more
ORCL icon

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
SCM
826
Stellar Capital Management
Arizona
$1.65M +$39.7K +1,032 +2%
RHBC
827
R.H. Bluestein & Co
Michigan
$1.65M +$1.76M +45,750 New
LOT
828
Lombard Odier Transatlantic
Quebec, Canada
$1.65M +$434K +11,300 +33%
SSB
829
Sandy Spring Bank
Maryland
$1.64M +$3.08K +80 +0.2%
RMAM
830
Raab & Moskowitz Asset Management
New Jersey
$1.64M +$12.5K +326 +0.7%
CSS
831
Cubist Systematic Strategies
Connecticut
$1.64M -$1.4M -36,405 -45%
ANTB
832
AMG National Trust Bank
Colorado
$1.64M -$18K -467 -1%
BWP
833
Baldwin Wealth Partners
Massachusetts
$1.64M +$46.1K +1,200 +3%
CCA
834
Checchi Capital Advisers
California
$1.64M +$51.7K +1,345 +3%
LJAC
835
L.J. Altfest & Co
New York
$1.63M -$25.1K -654 -1%
NPC
836
National Planning Corporation
California
$1.63M -$846 -22 -0.1%
MM
837
Midas Management
New York
$1.63M
HCA
838
Harbour Capital Advisors
Virginia
$1.61M +$115K +2,980 +7%
CWM
839
Calamos Wealth Management
Illinois
$1.61M +$62.9K +1,636 +4%
GVT
840
Genesee Valley Trust
New York
$1.61M +$118K +3,070 +7%
NME
841
Notis-McConarty Edward
$1.61M +$28.8K +750 +2%
AP
842
AHL Partners
United Kingdom
$1.6M -$2.46M -63,900 -59%
MIM
843
Midwest Investment Management
Ohio
$1.6M -$954K -24,810 -36%
TAM
844
Tealwood Asset Management
Minnesota
$1.59M
CBB
845
Citizens Business Bank
California
$1.58M +$114K +2,969 +7%
MFS
846
MSI Financial Services
Massachusetts
$1.58M -$63.4K -1,650 -4%
RMCM
847
Reynders McVeigh Capital Management
Massachusetts
$1.57M -$7.65K -199 -0.5%
IA
848
Icon Advisers
Colorado
$1.56M
IPC
849
Independent Portfolio Consultants
Florida
$1.56M +$120K +3,130 +8%
CNC
850
Citizens & Northern Corp
Pennsylvania
$1.55M -$17.3K -450 -1%

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.