Oracle
ORCL
1,563 hedge funds and large institutions have $113B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 616 increasing their positions, 654 reducing their positions, and 87 closing their positions.
24% more call options, than puts
Call options by funds: $770M | Put options by funds: $622M
0.35% less ownership
Funds ownership: 60.32% → 59.97% (-0.35%)
1% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 87
6% less repeat investments, than reductions
Existing positions increased: 616 | Existing positions reduced: 654
1% less funds holding
Funds holding: 1,582 → 1,563 (-19)
5% less capital invested
Capital invested by funds: $119B → $113B (-$6.08B)
20% less funds holding in top 10
Funds holding in top 10: 168 → 134 (-34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$449M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$332M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$226M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$222M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$512M |
| 2 |
State Street
Boston,
Massachusetts
|
-$487M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$413M |
| 4 |
SA
SQ Advisors
Naples,
Florida
|
-$209M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$207M |
ORCL Hedge Fund Activity: Q1 2015 in Review
1,563 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2015, worth a combined $113B — down 5.1% from $119B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of ORCL and 86 opened new positions — a net loss of 1 holder — while 654 trimmed existing stakes and 616 added.
The largest buyer was Fidelity Investments, adding an estimated $449M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $512M.
- 1,563 institutional investors held Oracle (ORCL) as of Q1 2015, down from 1,582 in Q4 2014.
- Funds reported $113B of Oracle stock for Q1 2015, down 5.1% quarter-over-quarter.
- 86 funds opened new Oracle positions in Q1 2015 and 87 closed out, a net change of -1 holder.
- The largest Oracle buyer in Q1 2015 was Fidelity Investments, an estimated $449M added.
- The largest Oracle seller in Q1 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $512M sold.
Based on aggregated 13F filings for Q1 2015.