Oracle
ORCL
1,521 hedge funds and large institutions have $99B invested in Oracle in 2016 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 523 increasing their positions, 691 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)
7% more capital invested
Capital invested by funds: $92.9B → $99B (+$6.12B)
2% more funds holding
Funds holding: 1,491 → 1,521 (+30)
1.23% more ownership
Funds ownership: 58.8% → 60.03% (+1.2%)
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: 691
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$1.17B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$393M |
| 3 |
Goldman Sachs
New York
|
+$301M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$123M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$122M |
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
1,521 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2016, worth a combined $99B — up 6.6% from $92.9B 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 691 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $1.17B. The largest seller was Fidelity Investments, cutting an estimated $252M.
- 1,521 institutional investors held Oracle (ORCL) as of Q1 2016, up from 1,491 in Q4 2015.
- Funds reported $99B of Oracle stock for Q1 2016, up 6.6% 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 Royal London Asset Management, an estimated $1.17B added.
- The largest Oracle seller in Q1 2016 was Fidelity Investments, an estimated $252M sold.
Based on aggregated 13F filings for Q1 2016.