Oracle
ORCL
1,536 hedge funds and large institutions have $103B invested in Oracle in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 593 increasing their positions, 658 reducing their positions, and 81 closing their positions.
0.54% less ownership
Funds ownership: 59.97% → 59.42% (-0.54%)
10% less repeat investments, than reductions
Existing positions increased: 593 | Existing positions reduced: 658
2% less funds holding
Funds holding: 1,562 → 1,536 (-26)
8% less capital invested
Capital invested by funds: $112B → $103B (-$9.04B)
12% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 81
13% less call options, than puts
Call options by funds: $851M | Put options by funds: $976M
23% less funds holding in top 10
Funds holding in top 10: 134 → 103 (-31)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$523M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$188M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$186M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$141M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$405M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$385M |
| 3 |
State Street
Boston,
Massachusetts
|
-$268M |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$217M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$173M |
ORCL Hedge Fund Activity: Q2 2015 in Review
1,536 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2015, worth a combined $103B — down 8% from $112B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of ORCL and 71 opened new positions — a net loss of 10 holders — while 658 trimmed existing stakes and 593 added.
The largest buyer was Capital Research Global Investors, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $405M.
- 1,536 institutional investors held Oracle (ORCL) as of Q2 2015, down from 1,562 in Q1 2015.
- Funds reported $103B of Oracle stock for Q2 2015, down 8% quarter-over-quarter.
- 71 funds opened new Oracle positions in Q2 2015 and 81 closed out, a net change of -10 holders.
- The largest Oracle buyer in Q2 2015 was Capital Research Global Investors, an estimated $523M added.
- The largest Oracle seller in Q2 2015 was JP Morgan Chase, an estimated $405M sold.
Based on aggregated 13F filings for Q2 2015.