Oracle
ORCL
1,499 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 549 increasing their positions, 676 reducing their positions, and 70 closing their positions.
3% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 70
1% less funds holding
Funds holding: 1,516 → 1,499 (-17)
1.16% less ownership
Funds ownership: 60.86% → 59.7% (-1.2%)
8% less capital invested
Capital invested by funds: $110B → $101B (-$8.74B)
17% less funds holding in top 10
Funds holding in top 10: 130 → 108 (-22)
19% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 676
22% less call options, than puts
Call options by funds: $565M | Put options by funds: $723M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$636M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$232M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$195M |
| 4 |
JP Morgan Chase
New York
|
+$184M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.35B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$823M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$364M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
-$320M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$278M |
ORCL Hedge Fund Activity: Q3 2014 in Review
1,499 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2014, worth a combined $101B — down 7.9% from $110B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of ORCL and 68 opened new positions — a net loss of 2 holders — while 676 trimmed existing stakes and 549 added.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $636M. The largest seller was Norges Bank, cutting an estimated $1.35B.
- 1,499 institutional investors held Oracle (ORCL) as of Q3 2014, down from 1,516 in Q2 2014.
- Funds reported $101B of Oracle stock for Q3 2014, down 7.9% quarter-over-quarter.
- 68 funds opened new Oracle positions in Q3 2014 and 70 closed out, a net change of -2 holders.
- The largest Oracle buyer in Q3 2014 was Brown Brothers Harriman & Co, an estimated $636M added.
- The largest Oracle seller in Q3 2014 was Norges Bank, an estimated $1.35B sold.
Based on aggregated 13F filings for Q3 2014.