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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
76
United Services Automobile Association
Texas
$316M -$1.55M -34,013 -0.5%
Allianz Asset Management
77
Allianz Asset Management
Germany
$308M +$45.6M +1,000,805 +19%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$308M -$6.6M -144,858 -2%
BAM
79
Burgundy Asset Management
Ontario, Canada
$305M +$2.77M +60,828 +1%
RL
80
Ruffer LLP
United Kingdom
$298M +$134M +2,933,551 +98%
Principal Financial Group
81
Principal Financial Group
Iowa
$296M +$67.7M +1,485,142 +34%
SI
82
Scharf Investments
California
$291M -$20.5M -449,956 -7%
PIM
83
Platinum Investment Management
Australia
$287M +$58.9M +1,293,200 +29%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$278M -$8.4M -184,300 -3%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$278M -$110M -2,417,344 -30%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$276M -$25.7M -564,852 -9%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$271M +$1.6M +35,191 +0.7%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$271M -$148M -3,240,073 -38%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$268M -$383K -8,395 -0.2%
IVA
90
International Value Advisers
$266M -$798K -17,511 -0.3%
CS
91
Credit Suisse
Switzerland
$265M -$40.7M -892,683 -14%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$264M -$4.55M -99,921 -2%
EVM
93
Eaton Vance Management
Massachusetts
$261M -$6M -131,549 -2%
Swedbank
94
Swedbank
Sweden
$257M +$3.98M +87,263 +2%
Bessemer Group
95
Bessemer Group
New Jersey
$256M +$54.1M +1,187,563 +30%
Asset Management One
96
Asset Management One
Japan
$245M -$1.3M -28,595 -0.6%
T
97
Thomaspartners
Massachusetts
$228M +$9.12M +200,152 +5%
MAMU
98
Marathon Asset Management (UK)
United Kingdom
$221M +$83M +1,821,601 +71%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$218M +$1.33M +29,200 +0.7%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$217M -$718K -15,765 -0.4%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.