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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
ACM
876
Ativo Capital Management
Illinois
$1.37M +$961K +25,000 +274%
BSA
877
Braun Stacey Associates
New York
$1.36M -$15.6M -406,630 -92%
Acadian Asset Management
878
Acadian Asset Management
Massachusetts
$1.36M -$75.5K -1,964 -5%
DBIA
879
Dumont & Blake Investment Advisors
New Jersey
$1.35M -$21.2K -552 -1%
TNBTD
880
Trustmark National Bank Trust Department
Mississippi
$1.34M -$45.4K -1,180 -3%
CS
881
Credential Securities
$1.34M +$29.9K +777 +2%
PNC
882
Park National Corp
Ohio
$1.33M +$11.5K +300 +0.8%
SIM
883
Sterling Investment Management
Arizona
$1.33M +$1.42M +36,915 New
CWA
884
Cypress Wealth Advisors
California
$1.32M +$54.7K +1,422 +4%
CIA
885
Choate Investment Advisors
Massachusetts
$1.32M +$115K +2,980 +9%
RW
886
Rand Wealth
Maryland
$1.31M +$2.04K +53 +0.1%
JCM
887
Jag Capital Management
Missouri
$1.31M +$11.3K +295 +0.8%
ACP
888
Aviance Capital Partners
Florida
$1.3M -$104K -2,696 -7%
CCA
889
Cobblestone Capital Advisors
New York
$1.3M -$6.3K -164 -0.5%
PAMG
890
Patton Albertson Miller Group
Tennessee
$1.3M -$288K -7,504 -17%
FPFS
891
First Personal Financial Services
North Carolina
$1.3M +$304K +7,903 +28%
Twin Tree Management
892
Twin Tree Management
Texas
$1.28M -$2.47M -64,134 -64%
DG
893
Davidson & Garrard
Virginia
$1.28M +$4.5K +117 +0.3%
WA
894
WBH Advisory
Maryland
$1.27M -$13.4K -349 -1%
SIG
895
Schooner Investment Group
Pennsylvania
$1.27M -$577K -15,000 -30%
FCM
896
Frontier Capital Management
Massachusetts
$1.27M -$432K -11,243 -24%
MFIMFI
897
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.27M -$499K -12,980 -27%
IIM
898
Intact Investment Management
Quebec, Canada
$1.25M +$115K +3,000 +10%
FB
899
Fulton Bank
Pennsylvania
$1.24M -$79.7K -2,074 -6%
WOC
900
West Oak Capital
California
$1.24M -$15.4K -400 -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.