Oracle
ORCL
2,528 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 1,015 | Existing positions reduced: 953
0.35% less ownership
Funds ownership: 43.08% → 42.73% (-0.35%)
4% less first-time investments, than exits
New positions opened: 156 | Existing positions closed: 163
5% less call options, than puts
Call options by funds: $2.81B | Put options by funds: $2.97B
1% less funds holding
Funds holding: 2,564 → 2,528 (-36)
11% less capital invested
Capital invested by funds: $139B → $124B (-$14.9B)
21% less funds holding in top 10
Funds holding in top 10: 136 → 108 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$936M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$913M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$638M |
| 4 |
JP Morgan Chase
New York
|
+$548M |
| 5 |
Amundi
Paris,
France
|
+$242M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$461M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$428M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$415M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$296M |
| 5 |
Coatue Management
New York
|
-$246M |
ORCL Hedge Fund Activity: Q3 2023 in Review
2,528 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.
The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.
- 2,528 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,564 in Q2 2023.
- Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
- 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
- The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
- The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.
Based on aggregated 13F filings for Q3 2023.