We are live on ! Find out more
ORCL icon

Oracle
ORCL

1,581 hedge funds and large institutions have $118B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 522 increasing their positions, 703 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 73

56% more funds holding in top 10

Funds holding in top 10: 108 → 168 (+60)

18% more capital invested

Capital invested by funds: $101B → $118B (+$17.6B)

6% more funds holding

Funds holding: 1,498 → 1,581 (+83)

8% more call options, than puts

Call options by funds: $905M | Put options by funds: $840M

0.61% more ownership

Funds ownership: 59.71% → 60.32% (+0.61%)

26% less repeat investments, than reductions

Existing positions increased: 522 | Existing positions reduced: 703

Holders
1,581
Holders Change
+83
Holders Change %
+5.54%
% of All Funds
42.16%
Holding in Top 10
168
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+55.56%
% of All Funds
4.48%
New
175
Increased
522
Reduced
703
Closed
73
Calls
$905M
Puts
$840M
Net Calls
+$64.7M
Net Calls Change
+$223M

Top Buyers

Rank Fund Capital Flow
1
YAM
Yacktman Asset Management
Texas
+$290M
2
State Street
State Street
Massachusetts
+$287M
3
EVM
Eaton Vance Management
Massachusetts
+$231M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$185M
5
SSM
Sound Shore Management
Connecticut
+$172M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$798M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$318M
3
Deutsche Bank
Deutsche Bank
Germany
-$291M
4
Bank of America
Bank of America
North Carolina
-$278M
5
American Century Companies
American Century Companies
Missouri
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
976
Bray Capital Advisors
Florida
$1.57M +$1.42M +34,879 New
WAS
977
Winch Advisory Services
Wisconsin
$1.56M +$1.41M +34,592 New
CS
978
Credential Securities
$1.56M +$64.1K +1,574 +5%
SIMM
979
Stillwater Investment Management (Minnesota)
Minnesota
$1.55M -$35.5K -873 -2%
CAM
980
Columbia Asset Management
Michigan
$1.55M -$25K -615 -2%
GT
981
Glenview Trust
Kentucky
$1.55M +$1.4M +34,426 New
HCM
982
Herndon Capital Management
Georgia
$1.54M -$1.99K -49 -0.1%
FFC
983
First Financial Corp
Indiana
$1.54M – – –
GWCM
984
Godshalk Welsh Capital Management
Pennsylvania
$1.54M +$1.39M +34,239 New
CWP
985
Capital Wealth Planning
Florida
$1.54M – – –
BCM
986
Boltwood Capital Management
California
$1.54M -$2.04K -50 -0.1%
EAM
987
Eagle Asset Management
Florida
$1.53M -$812K -19,962 -37%
IIM
988
Intact Investment Management
Quebec, Canada
$1.52M -$12.2K -300 -0.9%
WCM
989
Wunderlich Capital Managemnt
Tennessee
$1.52M +$48.1K +1,183 +4%
OMCS
990
Old Mutual Customised Solutions
South Africa
$1.5M +$248K +6,100 +22%
BAS
991
Brown Advisory Securities
Maryland
$1.5M -$285 -7 -0%
IC
992
InterOcean Capital
Illinois
$1.48M +$387K +9,503 +41%
OC
993
Oarsman Capital
Wisconsin
$1.45M -$21.3K -524 -2%
MCM
994
Manchester Capital Management
Vermont
$1.45M – – –
SPC
995
Stewart & Patten Company
California
$1.45M -$7.2K -177 -0.5%
LRPA
996
L. Roy Papp & Associates
Arizona
$1.42M +$41 +1 +0%
LCM
997
Leisure Capital Management
California
$1.42M +$1.28M +31,558 New
FL
998
Fort LP
Maryland
$1.4M +$1.27M +31,173 New
FCFC
999
First Commonwealth Financial Corp
Pennsylvania
$1.39M -$20.2K -497 -2%
DG
1000
Davidson & Garrard
Virginia
$1.39M +$114K +2,800 +10%
38 39
40
41 42

ORCL Hedge Fund Activity: Q4 2014 in Review

1,581 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2014, worth a combined $118B — up 18% from $101B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ORCL positions and 73 closed out — a net gain of 102 holders — while 522 added to existing stakes and 703 trimmed.

The largest buyer was Yacktman Asset Management, adding an estimated $290M. The largest seller was Harris Associates, cutting an estimated $798M.

  • 1,581 institutional investors held Oracle (ORCL) as of Q4 2014, up from 1,498 in Q3 2014.
  • Funds reported $118B of Oracle stock for Q4 2014, up 18% quarter-over-quarter.
  • 175 funds opened new Oracle positions in Q4 2014 and 73 closed out, a net change of +102 holders.
  • The largest Oracle buyer in Q4 2014 was Yacktman Asset Management, an estimated $290M added.
  • The largest Oracle seller in Q4 2014 was Harris Associates, an estimated $798M sold.

Based on aggregated 13F filings for Q4 2014.