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
MC
1201
Middleton & Co
Massachusetts
$342K +$102K +2,658 +39%
WCA
1202
Westover Capital Advisors
Delaware
$339K -$27.1K -704 -7%
ST
1203
Spinnaker Trust
Maine
$339K
NAMP
1204
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$336K
LFA
1205
Landmark Financial Advisors
Kentucky
$334K
PFA
1206
Paradigm Financial Advisors
Missouri
$334K
WIC
1207
Wilkins Investment Counsel
Massachusetts
$332K +$354K +9,205 New
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$329K -$6.11K -159 -2%
CB
1209
Community Bank
New York
$327K -$19.2K -500 -5%
PIA
1210
Peachtree Investment Advisors
Georgia
$326K -$96.1K -2,500 -22%
RBC
1211
Ronald Blue & Co
Georgia
$323K -$71.4K -1,858 -17%
DW
1212
Domani Wealth
Pennsylvania
$323K -$43.6K -1,135 -11%
MHIM
1213
MacNealy Hoover Investment Management
Ohio
$322K
FNFDCM
1214
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$320K
PFC
1215
Poplar Forest Capital
California
$319K
MCC
1216
Mid Continent Capital
Illinois
$318K -$80.7K -2,100 -19%
KLWA
1217
Kelly Lawrence W & Associates
California
$318K
FC
1218
Forte Capital
New York
$315K
SCA
1219
Salient Capital Advisors
Texas
$314K -$8.54K -222 -2%
IC
1220
IKOS CIF
Cyprus
$313K +$338K +8,800 New
EGA
1221
Eagle Global Advisors
Texas
$312K
HHGA
1222
Halbert Hargrove Global Advisors
California
$311K -$520K -13,520 -61%
IC
1223
InterOcean Capital
Illinois
$310K -$712K -18,522 -68%
TFA
1224
Toth Financial Advisory
Virginia
$309K -$1.88K -49 -0.6%
LBG
1225
Lloyds Banking Group
United Kingdom
$308K -$33.5K -871 -9%

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.