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
WFMPM
1276
Woodley Farra Manion Portfolio Management
Indiana
$250K -$2.88K -75 -1%
AIC
1277
Atlantic Investment Company
Georgia
$249K +$8.27K +215 +3%
ABP
1278
Arthur B. Page
$247K +$961 +25 +0.4%
HIM
1279
Hermes Investment Management
United Kingdom
$246K
LNC
1280
Lincoln National Corp
Pennsylvania
$245K -$133K -3,455 -34%
WDA
1281
Wendell David Associates
New Hampshire
$245K
BWFM
1282
Bridgewater Wealth & Financial Management
Maryland
$245K +$261K +6,790 New
WAM
1283
Weatherly Asset Management
California
$244K -$461 -12 -0.2%
BRM
1284
Boston Research & Management
Massachusetts
$244K
BIC
1285
Beach Investment Counsel
Pennsylvania
$242K -$107K -2,795 -29%
GSBTD
1286
Glenview State Bank Trust Department
Illinois
$242K
TWA
1287
TCI Wealth Advisors
Arizona
$242K
MWM
1288
Mission Wealth Management
California
$242K +$31.2K +811 +14%
EHC
1289
Everett Harris & Co
California
$241K
PAA
1290
Peregrine Asset Advisers
Oregon
$239K
AAC
1291
Asset Advisors Corp
Georgia
$239K +$59.6K +1,550 +31%
CAW
1292
Cornerstone Advisors (Washington)
Washington
$238K -$6.04K -157 -2%
BEAM
1293
Baker Ellis Asset Management
Washington
$238K
BIM
1294
Baldwin Investment Management
Pennsylvania
$235K -$269K -7,000 -52%
YP
1295
Yellowstone Partners
Idaho
$235K -$13.6K -355 -5%
FC
1296
FIC Capital
New York
$235K
FNBSF
1297
First National Bank Sioux Falls
South Dakota
$235K
B
1298
BancorpSouth
Mississippi
$235K +$250K +6,497 New
RFA
1299
Reilly Financial Advisors
California
$234K -$33.6K -873 -12%
HS
1300
HighVista Strategies
Massachusetts
$230K +$245K +6,363 New

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.