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Oracle

1,642 hedge funds and large institutions have $118B invested in Oracle in 2017 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 696 increasing their positions, 624 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 83

12% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 624

10% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $1.04B

1% more funds holding

Funds holding: 1,6311,642 (+11)

0.92% less ownership

Funds ownership: 59.21%58.29% (-0.92%)

4% less capital invested

Capital invested by funds: $123B → $118B (-$5.15B)

12% less funds holding in top 10

Funds holding in top 10: 137121 (-16)

Holders
1,642
Holders Change
+11
Holders Change %
+0.67%
% of All Funds
40.93%
Holding in Top 10
121
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-11.68%
% of All Funds
3.02%
New
106
Increased
696
Reduced
624
Closed
83
Calls
$1.14B
Puts
$1.04B
Net Calls
+$104M
Net Calls Change
-$473M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.2B +$223M +4,477,244 +2%
BlackRock
2
BlackRock
New York
$9.64B +$282M +5,664,635 +3%
State Street
3
State Street
Massachusetts
$5.61B -$132M -2,649,873 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.29B -$2.61B -52,530,301 -37%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.37B -$152M -3,051,092 -6%
Harris Associates
6
Harris Associates
Illinois
$2.2B -$177M -3,558,051 -7%
Northern Trust
7
Northern Trust
Illinois
$2.1B +$68.6M +1,379,257 +3%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.97B -$51.7M -1,039,007 -2%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.76B -$113M -2,267,377 -6%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.69B -$30.1M -605,783 -2%
Franklin Resources
11
Franklin Resources
California
$1.66B -$288M -5,796,428 -14%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.62B +$18.8M +378,125 +1%
Norges Bank
13
Norges Bank
Norway
$1.59B +$46.9M +941,700 +3%
Bank of America
14
Bank of America
North Carolina
$1.51B +$328M +6,588,069 +27%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.46B +$40.4M +811,586 +3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$1.41B +$17.7M +355,676 +1%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$1.38B -$251M -5,053,147 -15%
Goldman Sachs
18
Goldman Sachs
New York
$1.3B -$83.4M -1,676,399 -6%
BBHC
19
Brown Brothers Harriman & Co
New York
$1.27B -$11.6M -232,684 -0.9%
MAM
20
Magellan Asset Management
Australia
$1.27B -$1.92M -38,544 -0.1%
Boston Partners
21
Boston Partners
Massachusetts
$1.16B +$234M +4,699,334 +24%
VVP
22
Vulcan Value Partners
Alabama
$1.06B -$9.97M -200,410 -0.9%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.04B -$76.3M -1,533,010 -7%
FPA
24
First Pacific Advisors
California
$1.02B -$13.4M -269,190 -1%
TCIM
25
TIAA CREF Investment Management
New York
$1.02B +$20.7M +415,569 +2%

ORCL Hedge Fund Activity: Q3 2017 in Review

1,642 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2017, worth a combined $118B — down 4.2% from $123B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ORCL positions and 83 closed out — a net gain of 23 holders — while 696 added to existing stakes and 624 trimmed.

The largest buyer was Bank of America, adding an estimated $328M. The largest seller was Capital Research Global Investors, cutting an estimated $2.61B.

  • 1,642 institutional investors held Oracle (ORCL) as of Q3 2017, up from 1,631 in Q2 2017.
  • Funds reported $118B of Oracle stock for Q3 2017, down 4.2% quarter-over-quarter.
  • 106 funds opened new Oracle positions in Q3 2017 and 83 closed out, a net change of +23 holders.
  • The largest Oracle buyer in Q3 2017 was Bank of America, an estimated $328M added.
  • The largest Oracle seller in Q3 2017 was Capital Research Global Investors, an estimated $2.61B sold.

Based on aggregated 13F filings for Q3 2017.