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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
N
1426
Nuveen
North Carolina
$25.6K -$13M -336,998 -32%
MCA
1427
Mercer Capital Advisers
New Jersey
$25K
RA
1428
Rational Advisors
New York
$25K
WA
1429
Winfield Associates
Ohio
$25K +$27K +703 New
CFN
1430
Cordasco Financial Network
Florida
$22K
CP
1431
Corbenic Partners
Pennsylvania
$20K +$38 +1 +0.2%
CCMW
1432
Cypress Capital Management (Wyoming)
Wyoming
$18.1K
DA
1433
Dunvegan Associates
California
$18K
GXMC
1434
Global X Management Company
New York
$17K
CPA
1435
Cowen Prime Advisors
New York
$14K
FCT
1436
Family Capital Trust
Massachusetts
$14K
WCM
1437
Wealthcare Capital Management
Virginia
$13K -$7.69K -200 -36%
KCPG
1438
Kavar Capital Partners Group
Kansas
$13K -$577 -15 -4%
JAM
1439
Jolley Asset Management
North Carolina
$12K
HF
1440
Hoxton Financial
West Virginia
$11K
KCM
1441
Karp Capital Management
California
$11K
SA
1442
SRH Advisors
Kansas
$9K
IMS
1443
Index Management Solutions
Pennsylvania
$8K -$648K -16,868 -99%
IP
1444
Isthmus Partners
Wisconsin
$8K
PSC
1445
Prentiss Smith & Co
Vermont
$8K
SHJ
1446
Sharkey, Howes & Javer
Colorado
$8K
RPG
1447
Risk Paradigm Group
Texas
$7.51K
AFIA
1448
America First Investment Advisors
Nebraska
$7K
CWM
1449
Catamount Wealth Management
Connecticut
$7K
SMG
1450
Spectrum Management Group
Indiana
$7K +$7.69K +200 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.