Oracle
ORCL
1,516 hedge funds and large institutions have $110B invested in Oracle in 2014 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 519 increasing their positions, 702 reducing their positions, and 53 closing their positions.
89% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 53
3% more funds holding
Funds holding: 1,478 → 1,516 (+38)
0.27% less ownership
Funds ownership: 61.13% → 60.86% (-0.27%)
1% less capital invested
Capital invested by funds: $112B → $110B (-$1.52B)
18% less call options, than puts
Call options by funds: $612M | Put options by funds: $749M
22% less funds holding in top 10
Funds holding in top 10: 167 → 130 (-37)
26% less repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 702
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$1.37B |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$880M |
| 3 |
O
OppenheimerFunds
New York
|
+$227M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$194M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$389M |
| 2 |
JP Morgan Chase
New York
|
-$357M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$313M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$276M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$197M |
ORCL Hedge Fund Activity: Q2 2014 in Review
1,516 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2014, worth a combined $110B — down 1.4% from $112B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new ORCL positions and 53 closed out — a net gain of 47 holders — while 519 added to existing stakes and 702 trimmed.
The largest buyer was Norges Bank, adding an estimated $1.37B. The largest seller was Janus Henderson Investors US, cutting an estimated $389M.
- 1,516 institutional investors held Oracle (ORCL) as of Q2 2014, up from 1,478 in Q1 2014.
- Funds reported $110B of Oracle stock for Q2 2014, down 1.4% quarter-over-quarter.
- 100 funds opened new Oracle positions in Q2 2014 and 53 closed out, a net change of +47 holders.
- The largest Oracle buyer in Q2 2014 was Norges Bank, an estimated $1.37B added.
- The largest Oracle seller in Q2 2014 was Janus Henderson Investors US, an estimated $389M sold.
Based on aggregated 13F filings for Q2 2014.