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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$213M -$3.44M -75,436 -2%
SI
102
Sentry Investments
Ontario, Canada
$213M -$75.4M -1,655,500 -28%
WHG
103
Westwood Holdings Group
Texas
$213M -$3.68M -80,719 -2%
DZ Bank
104
DZ Bank
Germany
$208M +$42.6M +935,468 +29%
CI Investments Inc
105
CI Investments Inc
Ontario, Canada
$207M +$67.8M +1,487,158 +56%
SC
106
Sculptor Capital
New York
$205M -$94.1M -2,064,473 -34%
BCIM
107
Black Creek Investment Management
Ontario, Canada
$204M +$24.2M +530,340 +15%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$203M +$146M +3,202,664 +377%
DSA
109
Davis Selected Advisers
Arizona
$202M -$3.61M -79,318 -2%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$201M +$37.1M +814,401 +26%
AQR Capital Management
111
AQR Capital Management
Connecticut
$196M +$28.6M +626,988 +19%
NIMC
112
NWQ Investment Management Company
California
$193M -$9.44M -207,097 -5%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$191M -$1.02M -22,466 -0.6%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$187M +$5.15M +113,071 +3%
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$187M +$1.98M +43,350 +1%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$185M +$34.7M +761,141 +26%
TPI
117
Tesco Pension Investment
United Kingdom
$180M
SSM
118
Sound Shore Management
Connecticut
$177M -$55.3M -1,213,536 -26%
JFL
119
Jarislowsky, Fraser Ltd
Quebec, Canada
$174M +$1.24M +27,171 +0.8%
NI
120
Numeric Investors
Massachusetts
$172M +$39.8M +873,850 +34%
O
121
OppenheimerFunds
New York
$172M -$26.6M -583,281 -15%
Millennium Management
122
Millennium Management
New York
$172M +$109M +2,393,483 +233%
First Manhattan
123
First Manhattan
New York
$171M -$779K -17,089 -0.5%
GT
124
Glenmede Trust
Pennsylvania
$170M
RFS
125
Rockefeller Financial Services
New York
$161M -$2.49M -54,596 -2%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.