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Oracle
ORCL

1,529 hedge funds and large institutions have $92.3B invested in Oracle in 2016 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 520 increasing their positions, 694 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 70

3% more funds holding

Funds holding: 1,486 → 1,529 (+43)

0.04% more ownership

Funds ownership: 58.5% → 58.54% (+0.04%)

0% less capital invested

Capital invested by funds: $92.7B → $92.3B (-$367M)

1% less funds holding in top 10

Funds holding in top 10: 69 → 68 (-1)

25% less repeat investments, than reductions

Existing positions increased: 520 | Existing positions reduced: 694

26% less call options, than puts

Call options by funds: $822M | Put options by funds: $1.11B

Holders
1,529
Holders Change
+43
Holders Change %
+2.89%
% of All Funds
38.22%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.7%
New
138
Increased
520
Reduced
694
Closed
70
Calls
$822M
Puts
$1.11B
Net Calls
-$290M
Net Calls Change
-$57.2M

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$268M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$234M
3
Asset Management One
Asset Management One
Japan
+$196M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$161M
5
Goldman Sachs
Goldman Sachs
New York
+$143M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$320M
2
MTB
Mizuho Trust & Banking
Japan
-$206M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
4
TCIM
TIAA CREF Investment Management
New York
-$171M
5
EIP
Epoch Investment Partners
New York
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1451
AUA Capital Management
Pennsylvania
$63K +$64.5K +1,650 New
AOWM
1452
Alpha Omega Wealth Management
Virginia
$62K – – –
KF
1453
Krilogy Financial
Missouri
$62K – – –
OFS
1454
Orrstown Financial Services
Pennsylvania
$62K – – –
RFWA
1455
RPg Family Wealth Advisory
Massachusetts
$60.5K +$782 +20 +1%
JCM
1456
Jacobi Capital Management
Pennsylvania
$59K -$22K -562 -27%
MCM
1457
MV Capital Management
Maryland
$59K +$9.78K +250 +20%
HSA
1458
Hussman Strategic Advisors
Maryland
$58K – – –
JIR
1459
James Investment Research
Ohio
$58K – – –
PR
1460
Payden & Rygel
California
$58K – – –
PCFFS
1461
Pacific Center for Financial Services
California
$58K +$59.2K +1,513 New
AIL
1462
AGF Investments LLC
Ontario, Canada
$57K +$57.3K +1,466 New
EARNEST Partners
1463
EARNEST Partners
Georgia
$57K +$57.7K +1,474 New
PCM
1464
Prelude Capital Management
New York
$56K -$340K -8,697 -86%
AFA
1465
Abacus FCF Advisors
Florida
$55K +$31.1K +795 +127%
FMP
1466
Financial Management Professionals
Texas
$54K – – –
GI
1467
Gradient Investments
Minnesota
$54K – – –
HCM
1468
Highlander Capital Management
New Jersey
$53K – – –
JAM
1469
Jolley Asset Management
North Carolina
$50K -$370K -9,450 -88%
MRCM
1470
M&R Capital Management
New Jersey
$50K +$78 +2 +0.2%
BAM
1471
Bruderman Asset Management
New York
$49K -$7.78K -199 -13%
QAM
1472
QCI Asset Management
New York
$49K +$3.72K +95 +8%
TFO
1473
Tarbox Family Office
California
$48K +$235 +6 +0.5%
PG
1474
Patten Group
Tennessee
$46K -$19.6K -500 -30%
VC
1475
Vestor Capital
Illinois
$45K -$5.31M -135,713 -99%
57 58
59
60 61

ORCL Hedge Fund Activity: Q4 2016 in Review

1,529 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2016, worth a combined $92.3B — down 0.4% from $92.7B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ORCL positions and 70 closed out — a net gain of 68 holders — while 520 added to existing stakes and 694 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $268M. The largest seller was Capital Research Global Investors, cutting an estimated $320M.

  • 1,529 institutional investors held Oracle (ORCL) as of Q4 2016, up from 1,486 in Q3 2016.
  • Funds reported $92.3B of Oracle stock for Q4 2016, down 0.4% quarter-over-quarter.
  • 138 funds opened new Oracle positions in Q4 2016 and 70 closed out, a net change of +68 holders.
  • The largest Oracle buyer in Q4 2016 was Fiduciary Management Inc, an estimated $268M added.
  • The largest Oracle seller in Q4 2016 was Capital Research Global Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q4 2016.