Oracle
ORCL
1,918 hedge funds and large institutions have $87B invested in Oracle in 2019 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 596 increasing their positions, 818 reducing their positions, and 82 closing their positions.
182% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 82
7% more funds holding
Funds holding: 1,796 → 1,918 (+122)
0.59% less ownership
Funds ownership: 51.8% → 51.21% (-0.59%)
7% less capital invested
Capital invested by funds: $93.5B → $87B (-$6.48B)
13% less call options, than puts
Call options by funds: $834M | Put options by funds: $964M
27% less repeat investments, than reductions
Existing positions increased: 596 | Existing positions reduced: 818
34% less funds holding in top 10
Funds holding in top 10: 71 → 47 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$536M |
| 2 |
Morgan Stanley
New York
|
+$166M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$144M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$132M |
| 5 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$817M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$687M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$375M |
| 4 |
BlackRock
New York
|
-$254M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$197M |
ORCL Hedge Fund Activity: Q4 2019 in Review
1,918 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2019, worth a combined $87B — down 6.9% from $93.5B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new ORCL positions and 82 closed out — a net gain of 149 holders — while 596 added to existing stakes and 818 trimmed.
The largest buyer was Franklin Resources, adding an estimated $536M. The largest seller was Polen Capital Management, cutting an estimated $817M.
- 1,918 institutional investors held Oracle (ORCL) as of Q4 2019, up from 1,796 in Q3 2019.
- Funds reported $87B of Oracle stock for Q4 2019, down 6.9% quarter-over-quarter.
- 231 funds opened new Oracle positions in Q4 2019 and 82 closed out, a net change of +149 holders.
- The largest Oracle buyer in Q4 2019 was Franklin Resources, an estimated $536M added.
- The largest Oracle seller in Q4 2019 was Polen Capital Management, an estimated $817M sold.
Based on aggregated 13F filings for Q4 2019.