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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
SS
951
Sunbelt Securities
Texas
$1.01M +$182K +4,726 +20%
HIC
952
Holderness Investments Company
North Carolina
$1.01M +$7.46K +194 +0.7%
MPI
953
Mairs & Power Inc
Minnesota
$995K +$10.1K +263 +1%
RIM
954
Regent Investment Management
Kentucky
$992K +$156K +4,048 +17%
NIM
955
Northeast Investment Management
Massachusetts
$989K -$449K -11,667 -30%
PWW
956
Pettyjohn Wood & White
Virginia
$988K -$13.5K -350 -1%
LCM
957
Lucas Capital Management
New Jersey
$987K -$27.8K -724 -3%
MCM
958
Manchester Capital Management
Vermont
$974K
CIM
959
CenturyLink Investment Management
Colorado
$971K -$273K -7,097 -21%
DSI
960
Daiwa SB Investments
Japan
$967K -$17.7K -460 -2%
AB
961
Atlas Brown
Kentucky
$957K
BCM
962
Boltwood Capital Management
California
$951K -$6.73K -175 -0.7%
ATC
963
Argent Trust Company
Louisiana
$949K -$425K -11,047 -30%
FNT
964
First Nebraska Trust
Nebraska
$948K
BO
965
Bank OZK
Arkansas
$946K +$65.7K +1,709 +7%
AI
966
Atria Investments
North Carolina
$944K +$278K +7,229 +38%
LW
967
Linscomb Wealth
Texas
$927K -$167K -4,349 -14%
GP
968
Girard Partners
Pennsylvania
$927K -$65.9K -1,714 -6%
NFG
969
Nadler Financial Group
Illinois
$926K +$38 +1 +0%
MAM
970
Meeder Asset Management
Ohio
$922K -$9.05M -235,442 -90%
BOH
971
Bank of Hawaii
Hawaii
$909K -$299K -7,790 -24%
BA
972
Bennicas & Associates
California
$903K
PFM
973
PacWest Financial Management
Arizona
$900K +$29.2K +760 +3%
TCB
974
Texas Capital Bancshares
Texas
$899K +$31.5K +820 +3%
FIB
975
First Interstate Bank
Montana
$898K +$956K +24,857 New

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.