We are live on ! Find out more
ORCL icon

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
DIA
1026
Dean Investment Associates
Ohio
$727K -$33K -858 -4%
FTC
1027
Farmers Trust Company
Ohio
$722K +$123K +3,205 +19%
AIA
1028
AIMZ Investment Advisors
California
$718K
IP
1029
Investment Partners
Ohio
$717K +$192 +5 +0%
NAMA
1030
Nikko Asset Management Americas
New York
$710K
CT
1031
Cambridge Trust
Massachusetts
$705K -$58.4K -1,520 -7%
SFM
1032
Signet Financial Management
New Jersey
$696K +$231K +6,011 +45%
IB
1033
Intrust Bank
Kansas
$691K -$52.3K -1,361 -7%
BTNA
1034
Bremer Trust National Association
Minnesota
$690K -$3.35K -87 -0.5%
AI
1035
Accredited Investors
Minnesota
$689K -$23.3K -606 -3%
WIC
1036
Woodmont Investment Counsel
Tennessee
$687K -$42.3K -1,100 -5%
GLI
1037
Guardian Life Insurance
New York
$687K +$194K +5,047 +36%
LMIM
1038
Lockheed Martin Investment Management
Maryland
$686K
FMWA
1039
Forvis Mazars Wealth Advisors
Missouri
$686K +$77.3K +2,010 +12%
RGC
1040
Roberts, Glore & Co
Illinois
$684K +$32.7K +850 +5%
DLHL
1041
Donald L. Hagan LLC
Florida
$684K +$728K +18,926 New
BCM
1042
Buckhead Capital Management
Georgia
$679K -$16.7K -435 -2%
GIM
1043
Grassi Investment Management
California
$674K
BG
1044
Bollard Group
Massachusetts
$669K +$2.69K +70 +0.4%
CG
1045
Caprock Group
Idaho
$663K
WI
1046
Wafra Inc
New York
$659K +$24.4K +634 +4%
AAS
1047
Annex Advisory Services
Wisconsin
$658K +$172K +4,474 +33%
WC
1048
Whitney & Co
New York
$655K
BOS
1049
Bank of Stockton
California
$654K -$11.5K -300 -2%
CHC
1050
City Holding Co
West Virginia
$652K +$1.04K +27 +0.1%

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.