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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
ZIM
176
Zacks Investment Management
Illinois
$107M +$20.5M +141,282 +29%
MIS
177
Morningstar Investment Services
Illinois
$105M +$175K +1,211 +0.2%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$104M +$908K +6,269 +1%
State of New Jersey Common Pension Fund D
179
State of New Jersey Common Pension Fund D
New Jersey
$104M +$386K +2,668 +0.4%
KBC Group
180
KBC Group
Belgium
$104M +$31.4M +216,944 +55%
PF
181
Phoenix Financial
Israel
$103M -$25.5M -176,144 -23%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$101M -$2.37M -16,330 -3%
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$101M +$34.2M +236,220 +67%
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
$100M -$8.36M -57,714 -9%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$100M -$2.08M -14,333 -2%
Westfield Capital Management
186
Westfield Capital Management
Massachusetts
$100M +$85.3M +588,842 New
DLA
187
Douglas Lane & Associates
New York
$99.4M -$2.94M -20,317 -3%
AIM
188
Artemis Investment Management
United Kingdom
$98.7M +$53.9M +372,057 +179%
CIM
189
Confluence Investment Management
Missouri
$97.9M -$1.68M -11,629 -2%
Millennium Management
190
Millennium Management
New York
$97.6M -$57.2M -395,029 -41%
Comerica Bank
191
Comerica Bank
Texas
$97.2M +$1.15M +7,920 +1%
DnB Asset Management
192
DnB Asset Management
Norway
$96.7M -$158M -1,093,737 -66%
VDI
193
Vaughan David Investments
Illinois
$95.1M -$753K -5,199 -0.9%
Rafferty Asset Management
194
Rafferty Asset Management
New York
$94.3M -$2.51M -17,355 -3%
William Blair & Company
195
William Blair & Company
Illinois
$94.2M +$3.54M +24,415 +5%
Axa
196
Axa
France
$93.8M +$7.02M +48,445 +10%
Handelsbanken Fonder
197
Handelsbanken Fonder
Sweden
$93.6M +$1.69M +11,678 +2%
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$92.4M +$30.1M +208,100 +62%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$90.6M +$4.79M +33,069 +7%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$90.5M +$19.7M +135,806 +34%

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.