Oracle
ORCL
1,478 hedge funds and large institutions have $112B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 540 increasing their positions, 676 reducing their positions, and 71 closing their positions.
37% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 71
28% more call options, than puts
Call options by funds: $766M | Put options by funds: $599M
8% more funds holding in top 10
Funds holding in top 10: 154 → 167 (+13)
7% more capital invested
Capital invested by funds: $104B → $112B (+$7.54B)
1% more funds holding
Funds holding: 1,465 → 1,478 (+13)
0.7% more ownership
Funds ownership: 60.43% → 61.13% (+0.7%)
20% less repeat investments, than reductions
Existing positions increased: 540 | Existing positions reduced: 676
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$596M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$356M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$196M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$157M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$287M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$212M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$212M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$210M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$202M |
ORCL Hedge Fund Activity: Q1 2014 in Review
1,478 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2014, worth a combined $112B — up 7.3% from $104B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ORCL positions and 71 closed out — a net gain of 26 holders — while 540 added to existing stakes and 676 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $596M. The largest seller was State Street, cutting an estimated $287M.
- 1,478 institutional investors held Oracle (ORCL) as of Q1 2014, up from 1,465 in Q4 2013.
- Funds reported $112B of Oracle stock for Q1 2014, up 7.3% quarter-over-quarter.
- 97 funds opened new Oracle positions in Q1 2014 and 71 closed out, a net change of +26 holders.
- The largest Oracle buyer in Q1 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $596M added.
- The largest Oracle seller in Q1 2014 was State Street, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2014.