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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
HCM
901
Herndon Capital Management
Georgia
$1.24M -$1.69K -44 -0.1%
CAM
902
Columbia Asset Management
Michigan
$1.24M +$77 +2 +0%
DSC
903
Duncker Streett & Co
Missouri
$1.23M -$63.2K -1,645 -5%
OC
904
Oarsman Capital
Wisconsin
$1.23M +$45.2K +1,175 +4%
SIMM
905
Stillwater Investment Management (Minnesota)
Minnesota
$1.21M -$2.96K -77 -0.2%
BAS
906
Brown Advisory Securities
Maryland
$1.21M +$3.42K +89 +0.3%
TCM
907
Tradewinds Capital Management
Washington
$1.21M -$24K -625 -2%
RIL
908
Rothschild Investment LLC
Illinois
$1.2M -$1.15K -30 -0.1%
MBT
909
Monroe Bank & Trust
Michigan
$1.19M -$49.1K -1,276 -4%
WCM
910
Wunderlich Capital Managemnt
Tennessee
$1.19M +$9.73K +253 +0.8%
SHA
911
Smith Hayes Advisers
Nebraska
$1.19M +$41.5K +1,080 +3%
GWCM
912
Godshalk Welsh Capital Management
Pennsylvania
$1.19M -$15.4K -400 -1%
TWI
913
Thomas White International
Illinois
$1.18M -$267K -6,933 -17%
P
914
Pitcairn
Pennsylvania
$1.18M -$1.31M -33,957 -51%
PCM
915
Prelude Capital Management
New York
$1.17M -$991K -25,775 -44%
BDF
916
Balasa Dinverno & Foltz
$1.17M -$86.8K -2,257 -7%
PWP
917
Private Wealth Partners
California
$1.17M +$14.8K +385 +1%
LCM
918
Leisure Capital Management
California
$1.16M -$30.3K -788 -2%
Simplex Trading
919
Simplex Trading
Illinois
$1.16M +$1.23M +32,117 New
GS
920
GAM Systematic
United Kingdom
$1.16M -$859K -22,333 -41%
BCA
921
Bray Capital Advisors
Florida
$1.15M -$342K -8,903 -22%
SPC
922
Stewart & Patten Company
California
$1.14M -$3.84K -100 -0.3%
ACH
923
ArrowMark Colorado Holdings
Colorado
$1.13M -$3.76M -97,800 -76%
GHA
924
Garcia Hamilton & Associates
Texas
$1.13M -$300K -7,797 -20%
CCM
925
CrestPoint Capital Management
Missouri
$1.12M +$788K +20,500 +195%

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.