We are live on ! Find out more
ORCL icon

Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.4B +$240M +5,270,359 +3%
BlackRock
2
BlackRock
New York
$9.72B +$244M +5,352,977 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$7.08B -$463M -10,167,433 -7%
State Street
4
State Street
Massachusetts
$5.95B -$203M -4,451,313 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.61B -$80.9M -1,774,335 -3%
Harris Associates
6
Harris Associates
Illinois
$2.46B +$339M +7,427,501 +18%
Northern Trust
7
Northern Trust
Illinois
$2.11B +$83.7M +1,835,835 +5%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$2.09B +$22M +482,220 +1%
Franklin Resources
9
Franklin Resources
California
$2.02B +$100M +2,193,120 +6%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$1.94B -$83.5M -1,832,960 -5%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.78B -$69.6M -1,527,435 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$1.69B -$328M -7,200,380 -18%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.66B +$300M +6,577,297 +25%
Norges Bank
14
Norges Bank
Norway
$1.6B +$71.2M +1,563,191 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.47B +$13M +286,296 +1%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$1.45B +$67.9M +1,489,395 +5%
Goldman Sachs
17
Goldman Sachs
New York
$1.43B +$150M +3,281,748 +13%
BBHC
18
Brown Brothers Harriman & Co
New York
$1.33B -$68.1M -1,493,955 -5%
MAM
19
Magellan Asset Management
Australia
$1.32B -$2.32M -50,991 -0.2%
Bank of America
20
Bank of America
North Carolina
$1.23B +$28.3M +620,549 +3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$1.16B +$38.1M +836,413 +4%
Invesco
22
Invesco
Georgia
$1.13B -$181M -3,976,666 -15%
VVP
23
Vulcan Value Partners
Alabama
$1.1B -$31.1M -682,082 -3%
FPA
24
First Pacific Advisors
California
$1.07B -$275K -6,031 -0%
TCIM
25
TIAA CREF Investment Management
New York
$1.03B +$87.8M +1,926,484 +10%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.