Oracle
ORCL
1,357 hedge funds and large institutions have $90.2B invested in Oracle in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 517 increasing their positions, 598 reducing their positions, and 85 closing their positions.
60.01% more ownership
Funds ownership: 0% → 60.01% (+60%)
38% more call options, than puts
Call options by funds: $878M | Put options by funds: $639M
23% more funds holding in top 10
Funds holding in top 10: 91 → 112 (+21)
6% more capital invested
Capital invested by funds: $84.8B → $90.2B (+$5.33B)
4% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 85
1% less funds holding
Funds holding: 1,366 → 1,357 (-9)
14% less repeat investments, than reductions
Existing positions increased: 517 | Existing positions reduced: 598
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$745M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$484M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$368M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$309M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$291M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.64B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.23B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$277M |
| 4 |
State Street
Boston,
Massachusetts
|
-$256M |
| 5 |
Lazard Asset Management
New York
|
-$175M |
ORCL Hedge Fund Activity: Q3 2013 in Review
1,357 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2013, worth a combined $90.2B — up 6.3% from $84.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new ORCL positions and 85 closed out — a net gain of 3 holders — while 517 added to existing stakes and 598 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $745M. The largest seller was Invesco, cutting an estimated $1.64B.
- 1,357 institutional investors held Oracle (ORCL) as of Q3 2013, down from 1,366 in Q2 2013.
- Funds reported $90.2B of Oracle stock for Q3 2013, up 6.3% quarter-over-quarter.
- 88 funds opened new Oracle positions in Q3 2013 and 85 closed out, a net change of +3 holders.
- The largest Oracle buyer in Q3 2013 was Capital Research Global Investors, an estimated $745M added.
- The largest Oracle seller in Q3 2013 was Invesco, an estimated $1.64B sold.
Based on aggregated 13F filings for Q3 2013.