Oracle
ORCL
1,522 hedge funds and large institutions have $101B invested in Oracle in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 523 increasing their positions, 692 reducing their positions, and 66 closing their positions.
68% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 66
26% more funds holding in top 10
Funds holding in top 10: 80 → 101 (+21)
11% more capital invested
Capital invested by funds: $90.3B → $101B (+$10.3B)
2% more funds holding
Funds holding: 1,492 → 1,522 (+30)
0.48% more ownership
Funds ownership: 58.78% → 59.26% (+0.48%)
10% less call options, than puts
Call options by funds: $817M | Put options by funds: $905M
24% less repeat investments, than reductions
Existing positions increased: 523 | Existing positions reduced: 692
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$393M |
| 2 |
Goldman Sachs
New York
|
+$301M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$123M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$122M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$252M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$214M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$156M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$150M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$136M |
ORCL Hedge Fund Activity: Q1 2016 in Review
1,522 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2016, worth a combined $101B — up 11% from $90.3B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new ORCL positions and 66 closed out — a net gain of 45 holders — while 523 added to existing stakes and 692 trimmed.
The largest buyer was Invesco, adding an estimated $393M. The largest seller was Fidelity Investments, cutting an estimated $252M.
- 1,522 institutional investors held Oracle (ORCL) as of Q1 2016, up from 1,492 in Q4 2015.
- Funds reported $101B of Oracle stock for Q1 2016, up 11% quarter-over-quarter.
- 111 funds opened new Oracle positions in Q1 2016 and 66 closed out, a net change of +45 holders.
- The largest Oracle buyer in Q1 2016 was Invesco, an estimated $393M added.
- The largest Oracle seller in Q1 2016 was Fidelity Investments, an estimated $252M sold.
Based on aggregated 13F filings for Q1 2016.