Oracle
ORCL
1,486 hedge funds and large institutions have $92.7B invested in Oracle in 2016 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 549 increasing their positions, 645 reducing their positions, and 66 closing their positions.
23% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 66
0% less funds holding
Funds holding: 1,488 → 1,486 (-2)
0.31% less ownership
Funds ownership: 58.81% → 58.5% (-0.31%)
6% less capital invested
Capital invested by funds: $98.8B → $92.7B (-$6.09B)
15% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 645
24% less funds holding in top 10
Funds holding in top 10: 91 → 69 (-22)
25% less call options, than puts
Call options by funds: $711M | Put options by funds: $943M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$227M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$178M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$142M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$137M |
| 5 |
Two Sigma Investments
New York
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$801M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$196M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$180M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$133M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$131M |
ORCL Hedge Fund Activity: Q3 2016 in Review
1,486 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2016, worth a combined $92.7B — down 6.2% from $98.8B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new ORCL positions and 66 closed out — a net gain of 15 holders — while 549 added to existing stakes and 645 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $227M. The largest seller was Wellington Management Group, cutting an estimated $801M.
- 1,486 institutional investors held Oracle (ORCL) as of Q3 2016, down from 1,488 in Q2 2016.
- Funds reported $92.7B of Oracle stock for Q3 2016, down 6.2% quarter-over-quarter.
- 81 funds opened new Oracle positions in Q3 2016 and 66 closed out, a net change of +15 holders.
- The largest Oracle buyer in Q3 2016 was VOYA Investment Management, an estimated $227M added.
- The largest Oracle seller in Q3 2016 was Wellington Management Group, an estimated $801M sold.
Based on aggregated 13F filings for Q3 2016.