Oracle
ORCL
1,465 hedge funds and large institutions have $104B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 487 increasing their positions, 657 reducing their positions, and 58 closing their positions.
212% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 58
38% more funds holding in top 10
Funds holding in top 10: 112 → 154 (+42)
36% more call options, than puts
Call options by funds: $1.19B | Put options by funds: $876M
15% more capital invested
Capital invested by funds: $90.7B → $104B (+$13.2B)
8% more funds holding
Funds holding: 1,358 → 1,465 (+107)
0.41% more ownership
Funds ownership: 60.02% → 60.43% (+0.41%)
26% less repeat investments, than reductions
Existing positions increased: 487 | Existing positions reduced: 657
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
+$523M |
| 2 |
VAM
Veritas Asset Management
London,
United Kingdom
|
+$210M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$186M |
| 4 |
First Eagle Investment Management
New York
|
+$162M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Primecap Management
Pasadena,
California
|
-$299M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$290M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$279M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$218M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$197M |
ORCL Hedge Fund Activity: Q4 2013 in Review
1,465 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2013, worth a combined $104B — up 15% from $90.7B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new ORCL positions and 58 closed out — a net gain of 123 holders — while 487 added to existing stakes and 657 trimmed.
The largest buyer was Institutional Capital, opening a new position worth an estimated $523M. The largest seller was Primecap Management, cutting an estimated $299M.
- 1,465 institutional investors held Oracle (ORCL) as of Q4 2013, up from 1,358 in Q3 2013.
- Funds reported $104B of Oracle stock for Q4 2013, up 15% quarter-over-quarter.
- 181 funds opened new Oracle positions in Q4 2013 and 58 closed out, a net change of +123 holders.
- The largest Oracle buyer in Q4 2013 was Institutional Capital, an estimated $523M added.
- The largest Oracle seller in Q4 2013 was Primecap Management, an estimated $299M sold.
Based on aggregated 13F filings for Q4 2013.