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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
MPIA
1326
Mountain Pacific Investment Advisers
Idaho
$211K -$46.1K -1,200 -17%
OC
1327
Oakworth Capital
Alabama
$210K
NL
1328
NWAM LLC
Washington
$209K
CCM
1329
Coldstream Capital Management
Washington
$209K +$20.1K +522 +10%
TCM
1330
Traynor Capital Management
Pennsylvania
$208K +$461 +12 +0.2%
SCA
1331
STALEY CAPITAL ADVISERS
Pennsylvania
$207K +$23.8K +620 +12%
S
1332
SignatureFD
Georgia
$205K +$4.38K +114 +2%
VCP
1333
Vista Capital Partners
Oregon
$204K -$18.1K -470 -8%
BAM
1334
Burnham Asset Management
New York
$204K
CFSG
1335
Community Financial Services Group
Vermont
$203K -$40.9K -1,065 -16%
WA
1336
WealthTrust Axiom
Pennsylvania
$202K -$56.3K -1,464 -21%
BMO
1337
Beck Mack & Oliver
New York
$200K -$6.15K -160 -3%
IRS
1338
Invictus RG (Singapore)
Singapore
$200K +$40.4K +1,052 +23%
AW
1339
Alpha Windward
Massachusetts
$198K -$1.58K -41 -0.7%
WG
1340
Welch Group
Alabama
$193K +$3.31K +86 +2%
KC
1341
Kingfisher Capital
North Carolina
$192K -$1.18M -30,703 -85%
GWM
1342
Gupta Wealth Management
California
$191K -$19.1K -497 -9%
LWM
1343
Lenox Wealth Management
Ohio
$190K -$154 -4 -0.1%
ZB
1344
Zions Bancorporation
Utah
$182K -$114K -2,971 -39%
CAL
1345
Capital Advisors Ltd
Ohio
$175K
MA
1346
MCF Advisors
Kentucky
$156K +$40.3K +1,048 +32%
PMFA
1347
Plante Moran Financial Advisors
Michigan
$153K -$96.2K -2,503 -37%
AIM
1348
Artemis Investment Management
United Kingdom
$152K -$4.56M -118,743 -97%
WA
1349
WealthTrust-Arizona
Arizona
$152K -$15.3K -397 -9%
CFA
1350
CT Financial Advisors
Pennsylvania
$144K

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.