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
HCM
1401
Highlander Capital Management
New Jersey
$49K
MCM
1402
MV Capital Management
Maryland
$46K
CCS
1403
Crosspoint Capital Strategies
California
$45K -$231K -6,018 -83%
HI
1404
Hudock Inc
Pennsylvania
$45K -$10.1K -264 -17%
FCCM
1405
First City Capital Management
Georgia
$44.4K
TFO
1406
Tarbox Family Office
California
$44K +$6.27K +163 +15%
AWM
1407
AllSquare Wealth Management
New York
$43K
SFWA
1408
Summit Financial Wealth Advisors
Louisiana
$43K
AIM
1409
Advantage Investment Management
Iowa
$41K -$11.6K -302 -21%
CIS
1410
Capital International Sarl
California
$40K -$3.76M -97,700 -99%
GI
1411
Gradient Investments
Minnesota
$40K -$39.7K -1,032 -48%
AAM
1412
American Asset Management
Florida
$40K +$42.3K +1,100 New
LWM
1413
LBA Wealth Management
Florida
$39K -$42.3K -1,100 -51%
TDC
1414
Thompson Davis & Co
Virginia
$38K +$5.04K +131 +14%
FMP
1415
Financial Management Professionals
Texas
$37K -$4.34K -113 -10%
BWFA
1416
Baltimore-Washington Financial Advisors
Maryland
$37K -$2.54K -66 -6%
ARMC
1417
American Research & Management Company
Massachusetts
$35K
VCM
1418
Vigilant Capital Management
Maine
$34K -$28.8K -750 -44%
CPIG
1419
Chicago Partners Investment Group
Illinois
$34K
HCM
1420
Horrell Capital Management
Arkansas
$33K
EMA
1421
Efficient Market Advisors
California
$29K +$654 +17 +2%
KT
1422
Kanaly Trust
Texas
$28K -$20.1K -524 -40%
HCC
1423
Hirtle Callaghan & Co
Pennsylvania
$28K
WCM
1424
Windsor Capital Management
Arizona
$27K +$29.6K +770 New
UFA
1425
US Financial Advisors
Massachusetts
$26K +$24.3K +632 +771%

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.