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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
Stifel Financial
176
Stifel Financial
Missouri
$88.7M +$11.9M +260,676 +17%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$84.8M +$6.98M +153,130 +10%
SRIM
178
Saratoga Research & Investment Management
California
$84.2M +$2.02M +44,305 +3%
AG
179
Aperio Group
California
$82.8M +$7.77M +170,543 +12%
JMPWA
180
JP Morgan Private Wealth Advisors
California
$82.4M -$11.4M -250,730 -13%
Jennison Associates
181
Jennison Associates
New York
$82.1M +$42.5M +932,253 +132%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$81.6M -$7.87M -172,743 -10%
BTW
183
Boston Trust Walden
Massachusetts
$80.8M +$1.97M +43,140 +3%
GLA
184
Great Lakes Advisors
Illinois
$80.2M -$1.85M -40,621 -2%
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$79.3M -$38.3M -839,426 -35%
SOMRS
186
State of Michigan Retirement System
Michigan
$78.3M +$123K +2,700 +0.2%
SEI Investments
187
SEI Investments
Pennsylvania
$76.2M +$3.45M +75,776 +5%
HTC
188
Haverford Trust Company
Pennsylvania
$74.3M +$178K +3,910 +0.3%
AWM
189
Ashmore Wealth Management
Delaware
$74.3M -$2.66M -58,265 -4%
DnB Asset Management
190
DnB Asset Management
Norway
$74.1M +$25.5M +560,147 +61%
MLICM
191
Metropolitan Life Insurance Company (MetLife)
New York
$72.9M -$1.8M -39,554 -3%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$71.9M +$12.1M +266,279 +23%
AIG
193
American International Group
New York
$68.5M +$307K +6,735 +0.5%
SDIC
194
South Dakota Investment Council
South Dakota
$66.8M -$5.94M -130,265 -9%
CGI
195
Comgest Global Investors
France
$66.7M +$761K +16,700 +1%
M&T Bank
196
M&T Bank
New York
$66.5M -$2.77M -60,693 -4%
LSV Asset Management
197
LSV Asset Management
Illinois
$63.8M +$16.6M +364,800 +40%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$63.8M +$2.79M +61,288 +5%
MIS
199
Morningstar Investment Services
Illinois
$63M +$6.09M +133,650 +12%
MIH
200
Madison Investment Holdings
Wisconsin
$62.3M -$4.82M -105,690 -8%

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.