Oracle
ORCL
1,582 hedge funds and large institutions have $119B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 524 increasing their positions, 702 reducing their positions, and 73 closing their positions.
140% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 73
56% more funds holding in top 10
Funds holding in top 10: 108 → 168 (+60)
18% more capital invested
Capital invested by funds: $101B → $119B (+$17.7B)
6% more funds holding
Funds holding: 1,499 → 1,582 (+83)
8% more call options, than puts
Call options by funds: $905M | Put options by funds: $840M
0.62% more ownership
Funds ownership: 59.7% → 60.32% (+0.62%)
25% less repeat investments, than reductions
Existing positions increased: 524 | Existing positions reduced: 702
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$290M |
| 2 |
State Street
Boston,
Massachusetts
|
+$287M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$231M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$185M |
| 5 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
+$172M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$798M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$318M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$291M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$278M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$191M |
ORCL Hedge Fund Activity: Q4 2014 in Review
1,582 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2014, worth a combined $119B — up 18% from $101B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new ORCL positions and 73 closed out — a net gain of 102 holders — while 524 added to existing stakes and 702 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $290M. The largest seller was Harris Associates, cutting an estimated $798M.
- 1,582 institutional investors held Oracle (ORCL) as of Q4 2014, up from 1,499 in Q3 2014.
- Funds reported $119B of Oracle stock for Q4 2014, up 18% quarter-over-quarter.
- 175 funds opened new Oracle positions in Q4 2014 and 73 closed out, a net change of +102 holders.
- The largest Oracle buyer in Q4 2014 was Yacktman Asset Management, an estimated $290M added.
- The largest Oracle seller in Q4 2014 was Harris Associates, an estimated $798M sold.
Based on aggregated 13F filings for Q4 2014.