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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Montag & Caldwell
Georgia
$112M +$31.3M +686,817 +44%
AT
152
AMF Tjänstepension
Sweden
$109M
SO
153
STRS Ohio
Ohio
$109M +$10.9M +240,034 +12%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$108M +$20.8M +456,231 +27%
H
155
Hexavest
Quebec, Canada
$106M -$2.69M -59,101 -3%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$104M +$2.78M +61,081 +3%
First Trust Advisors
157
First Trust Advisors
Illinois
$104M +$7.95M +174,544 +9%
Citigroup
158
Citigroup
New York
$103M -$9.33M -204,636 -9%
Aviva
159
Aviva
United Kingdom
$101M -$6.3M -138,344 -6%
PI
160
PGGM Investments
Netherlands
$101M -$1.47M -32,246 -2%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M -$2.02M -44,403 -2%
PAMU
162
Pictet Asset Management (UK)
United Kingdom
$100M -$1.45M -31,800 -1%
Ninety One (UK)
163
Ninety One (UK)
United Kingdom
$99.2M -$1.33M -29,230 -1%
CIP
164
Cornerstone Investment Partners
Georgia
$98.7M -$9.58M -210,192 -10%
RCAMU
165
Rothschild & Co Asset Management US
Connecticut
$97.6M +$49.9M +1,095,548 +129%
Axa
166
Axa
France
$96.8M +$35.2M +772,773 +67%
FAM
167
Fred Alger Management
New York
$94.6M +$86M +1,887,196 +1,014,622%
US Bancorp
168
US Bancorp
Minnesota
$94.6M -$368K -8,073 -0.4%
GC
169
Guggenheim Capital
Illinois
$94.2M +$2.17M +47,624 +3%
FMI
170
Factory Mutual Insurance
Massachusetts
$93.2M -$2.28M -50,000 -3%
GIA
171
Gateway Investment Advisers
Ohio
$92.9M -$638K -13,989 -0.7%
VFA
172
Virtus Fund Advisers
Connecticut
$92M -$5.97M -131,040 -7%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$91.9M -$1.99M -43,618 -2%
LBA
174
Letko, Brosseau & Associates
Quebec, Canada
$89.8M -$1.65M -36,260 -2%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$89.2M +$593K +13,005 +0.7%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.