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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
CWM
1376
Cranbrook Wealth Management
Michigan
$90K
FI
1377
FCM Investments
Texas
$90K
WA
1378
WFG Advisors
Texas
$88K +$1.38K +36 +1%
CK
1379
Carnick & Kubik
Colorado
$86.1K +$91.7K +2,385 New
CF
1380
CenterStar Fund
Illinois
$86K
BAM
1381
Brave Asset Management
New Jersey
$85K
EFSCE
1382
Enterprise Financial Services Corp (EFSC)
Missouri
$84K -$4.27K -111 -5%
BWA
1383
Burt Wealth Advisors
Maryland
$84K +$6.73K +175 +8%
CFA
1384
Camarda Financial Advisors
Florida
$80K
PI
1385
PineBridge Investments
New York
$78K -$146K -3,809 -64%
AWS
1386
Aris Wealth Services
Pennsylvania
$77K -$177K -4,615 -69%
TC
1387
Trust Company
Kansas
$73K -$67.3K -1,750 -46%
JIR
1388
James Investment Research
Ohio
$72K -$19.2K -500 -20%
HDIM
1389
Hanson & Doremus Investment Management
Vermont
$69K
TSU
1390
TD Securities (USA)
New York
$67K -$49.6M -1,289,250 -100%
KF
1391
Krilogy Financial
Missouri
$67K +$71.2K +1,851 New
BKA
1392
Brick & Kyle Associates
Pennsylvania
$61K +$41.6K +1,081 +180%
TFA
1393
Transamerica Financial Advisors
Florida
$59K -$115 -3 -0.2%
AA
1394
AlphaMark Advisors
Kentucky
$58K -$2.69M -70,013 -98%
BAM
1395
Bruderman Asset Management
New York
$57K -$193K -5,011 -76%
PR
1396
Payden & Rygel
California
$54K
NC
1397
NewSquare Capital
Pennsylvania
$53K
AA
1398
Apriem Advisors
California
$52K -$80.6K -2,097 -59%
RBC
1399
Roble Belko & Company
Pennsylvania
$52K
EDRS
1400
Edmond de Rothschild (Suisse)
Switzerland
$51K

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.