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Oracle

3,067 hedge funds and large institutions have $206B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 283 funds opening new positions, 1,218 increasing their positions, 1,102 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 283 | Existing positions closed: 99

22% more capital invested

Capital invested by funds: $169B → $206B (+$37.2B)

14% more funds holding in top 10

Funds holding in top 10: 147167 (+20)

11% more repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,102

5% more funds holding

Funds holding: 2,9163,067 (+151)

4% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $4.51B

0.26% more ownership

Funds ownership: 43.47%43.73% (+0.26%)

Holders
3,067
Holders Change
+151
Holders Change %
+5.18%
% of All Funds
44.03%
Holding in Top 10
167
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.61%
% of All Funds
2.4%
New
283
Increased
1,218
Reduced
1,102
Closed
99
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
151
Victory Capital Management
Texas
$140M +$36.7M +253,566 +44%
Aviva
152
Aviva
United Kingdom
$139M +$2.73M +18,864 +2%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$138M +$649K +4,484 +0.6%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$138M +$2.16M +14,882 +2%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$137M -$4.91M -33,885 -4%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$137M -$3.91M -26,983 -3%
SRIM
157
Saratoga Research & Investment Management
California
$136M -$6.07M -41,907 -5%
CAM
158
Cresset Asset Management
Illinois
$133M +$1.35M +9,315 +1%
Creative Planning
159
Creative Planning
Kansas
$132M +$4.39M +30,341 +4%
Calamos Advisors
160
Calamos Advisors
Illinois
$131M +$4.35M +30,022 +4%
CIPU
161
Caledonia Investments plc (UK)
United Kingdom
$129M -$5.07M -35,000 -4%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$128M -$5.72M -39,492 -5%
AS
163
Altshuler Shaham
Israel
$125M -$119M -818,850 -53%
AAIS
164
ABN AMRO Investment Solutions
$122M -$15.3M -105,730 -13%
WorldQuant Millennium Advisors
165
WorldQuant Millennium Advisors
New York
$122M -$21.1M -145,334 -17%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$15.3M -105,699 -13%
BAM
167
Burgundy Asset Management
Ontario, Canada
$119M -$1.78M -12,299 -2%
Royal London Asset Management
168
Royal London Asset Management
United Kingdom
$117M +$4.62M +31,890 +5%
Allianz Asset Management
169
Allianz Asset Management
Germany
$115M -$85.8M -592,407 -47%
AQR Capital Management
170
AQR Capital Management
Connecticut
$113M +$57.2M +394,643 +138%
YAM
171
Yacktman Asset Management
Texas
$110M -$34.3M -236,580 -27%
CGI
172
Comgest Global Investors
France
$110M +$2.75M +19,020 +3%
MSV
173
MN Services Vermogensbeheer
Netherlands
$109M -$2.03M -14,000 -2%
Mirae Asset Global ETFs Holdings
174
Mirae Asset Global ETFs Holdings
Hong Kong
$109M -$7.92M -54,704 -8%
Asset Management One
175
Asset Management One
Japan
$108M +$1.59M +10,977 +2%

ORCL Hedge Fund Activity: Q3 2024 in Review

3,067 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2024, worth a combined $206B — up 22% from $169B a quarter earlier.

Buyers outnumbered sellers: 283 funds opened new ORCL positions and 99 closed out — a net gain of 184 holders — while 1,218 added to existing stakes and 1,102 trimmed.

The largest buyer was Polen Capital Management, opening a new position worth an estimated $1.27B. The largest seller was Massachusetts Financial Services, cutting an estimated $429M.

  • 3,067 institutional investors held Oracle (ORCL) as of Q3 2024, up from 2,916 in Q2 2024.
  • Funds reported $206B of Oracle stock for Q3 2024, up 22% quarter-over-quarter.
  • 283 funds opened new Oracle positions in Q3 2024 and 99 closed out, a net change of +184 holders.
  • The largest Oracle buyer in Q3 2024 was Polen Capital Management, an estimated $1.27B added.
  • The largest Oracle seller in Q3 2024 was Massachusetts Financial Services, an estimated $429M sold.

Based on aggregated 13F filings for Q3 2024.