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Oracle

1,798 hedge funds and large institutions have $74.8B invested in Oracle in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 573 increasing their positions, 921 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more funds holding in top 10

Funds holding in top 10: 4772 (+25)

27% more call options, than puts

Call options by funds: $772M | Put options by funds: $609M

2.16% less ownership

Funds ownership: 51.21%49.05% (-2.2%)

6% less funds holding

Funds holding: 1,9171,798 (-119)

14% less capital invested

Capital invested by funds: $87B → $74.8B (-$12.2B)

38% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 921

49% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 179

Holders
1,798
Holders Change
-119
Holders Change %
-6.21%
% of All Funds
39.62%
Holding in Top 10
72
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+53.19%
% of All Funds
1.59%
New
91
Increased
573
Reduced
921
Closed
179
Calls
$772M
Puts
$609M
Net Calls
+$163M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$122M +$26.1M +505,470 +25%
RPI
102
Railway Pension Investments
United Kingdom
$121M +$2.31M +44,700 +2%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$120M +$3.87M +75,031 +3%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$119M +$12.4M +239,922 +11%
Axa
105
Axa
France
$118M +$2.1M +40,672 +2%
SSM
106
Sound Shore Management
Connecticut
$116M +$12.6M +243,691 +11%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$113M +$11.5K +223 +0%
SI
108
Scharf Investments
California
$110M -$6.81M -132,013 -5%
PI
109
Putnam Investments
Massachusetts
$110M -$8.75M -169,585 -7%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$109M -$225K -4,357 -0.2%
FWIA
111
Fort Washington Investment Advisors
Ohio
$107M +$6.24M +120,817 +6%
TA
112
Tiedemann Advisors
New York
$107M +$17.4K +337 +0%
DSA
113
Davis Selected Advisers
Arizona
$104M -$12.4M -240,568 -10%
MSV
114
MN Services Vermogensbeheer
Netherlands
$104M -$7.13M -138,200 -6%
AAMU
115
Amundi Asset Management US
Massachusetts
$101M -$22.8M -442,266 -13%
RJA
116
Raymond James & Associates
Florida
$101M +$326K +6,321 +0.3%
Truist Financial
117
Truist Financial
North Carolina
$99.6M +$1.87M +36,181 +2%
Citigroup
118
Citigroup
New York
$98.4M -$38.5M -745,064 -27%
KBC Group
119
KBC Group
Belgium
$96.9M -$26.7M -518,235 -21%
Allianz Asset Management
120
Allianz Asset Management
Germany
$95.7M -$74.1M -1,436,118 -42%
PI
121
PGGM Investments
Netherlands
$94.9M -$10.2M -198,421 -9%
AG
122
Aperio Group
California
$94M -$5.11M -99,078 -5%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$91.7M +$1.28M +24,790 +1%
Arrowstreet Capital
124
Arrowstreet Capital
Massachusetts
$90.7M +$93.2M +1,806,709 +2,607%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$90.3M -$29.7M -575,469 -24%

ORCL Hedge Fund Activity: Q1 2020 in Review

1,798 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2020, worth a combined $74.8B — down 14% from $87B a quarter earlier.

Sellers outnumbered buyers: 179 funds closed out of ORCL and 91 opened new positions — a net loss of 88 holders — while 921 trimmed existing stakes and 573 added.

The largest buyer was Charles Schwab, adding an estimated $299M. The largest seller was ClearBridge Investments, cutting an estimated $822M.

  • 1,798 institutional investors held Oracle (ORCL) as of Q1 2020, down from 1,917 in Q4 2019.
  • Funds reported $74.8B of Oracle stock for Q1 2020, down 14% quarter-over-quarter.
  • 91 funds opened new Oracle positions in Q1 2020 and 179 closed out, a net change of -88 holders.
  • The largest Oracle buyer in Q1 2020 was Charles Schwab, an estimated $299M added.
  • The largest Oracle seller in Q1 2020 was ClearBridge Investments, an estimated $822M sold.

Based on aggregated 13F filings for Q1 2020.