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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
76
SEI Investments
Pennsylvania
$380M +$135M +935,106 +72%
Macquarie Group
77
Macquarie Group
Australia
$370M -$45.3M -312,762 -13%
Citigroup
78
Citigroup
New York
$368M -$37.2M -256,997 -11%
Barrow, Hanley, Mewhinney & Strauss
79
Barrow, Hanley, Mewhinney & Strauss
Texas
$361M -$175M -1,205,218 -36%
Winslow Capital Management
80
Winslow Capital Management
Minnesota
$355M +$302M +2,084,245 New
Marshall Wace
81
Marshall Wace
United Kingdom
$352M +$65.9M +455,115 +28%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$350M -$39.6M -273,179 -12%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$347M +$85.2M +588,172 +41%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$345M -$199K -1,372 -0.1%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$339M -$9.98M -68,877 -3%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$336M +$98.8M +682,032 +53%
Bank Julius Baer & Co
87
Bank Julius Baer & Co
Switzerland
$335M -$9.69M -66,894 -4%
Stifel Financial
88
Stifel Financial
Missouri
$335M +$4.93M +34,017 +2%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$321M +$9.43M +65,087 +4%
Truist Financial
90
Truist Financial
North Carolina
$308M -$42.8M -295,232 -14%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$301M +$8.97M +61,939 +4%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$300M +$85.3M +588,829 +50%
Harris Associates
93
Harris Associates
Illinois
$289M -$85.8M -592,378 -26%
HTC
94
Haverford Trust Company
Pennsylvania
$288M -$8.93M -61,676 -4%
FWIA
95
Fort Washington Investment Advisors
Ohio
$276M -$28.1M -194,004 -11%
LPL Financial
96
LPL Financial
California
$275M +$17.3M +119,167 +8%
AL
97
Appaloosa LP
New Jersey
$268M -$61.8M -426,606 -21%
American Century Companies
98
American Century Companies
Missouri
$265M +$70.5M +486,667 +46%
US Bancorp
99
US Bancorp
Minnesota
$265M -$1.23M -8,463 -0.5%
HighTower Advisors
100
HighTower Advisors
Illinois
$264M +$1.32M +9,123 +0.6%

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.