Oracle
ORCL
1,704 hedge funds and large institutions have $99.4B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 633 increasing their positions, 752 reducing their positions, and 110 closing their positions.
1.44% less ownership
Funds ownership: 58.16% → 56.72% (-1.4%)
3% less funds holding
Funds holding: 1,753 → 1,704 (-49)
8% less capital invested
Capital invested by funds: $109B → $99.4B (-$9.12B)
16% less repeat investments, than reductions
Existing positions increased: 633 | Existing positions reduced: 752
20% less funds holding in top 10
Funds holding in top 10: 91 → 73 (-18)
26% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 110
32% less call options, than puts
Call options by funds: $789M | Put options by funds: $1.16B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$387M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$229M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$140M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$110M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$87.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$569M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$451M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$385M |
| 4 |
JP Morgan Chase
New York
|
-$381M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$291M |
ORCL Hedge Fund Activity: Q2 2018 in Review
1,704 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2018, worth a combined $99.4B — down 8.4% from $109B a quarter earlier.
Sellers outnumbered buyers: 110 funds closed out of ORCL and 81 opened new positions — a net loss of 29 holders — while 752 trimmed existing stakes and 633 added.
The largest buyer was Fidelity Investments, adding an estimated $387M. The largest seller was Goldman Sachs, cutting an estimated $569M.
- 1,704 institutional investors held Oracle (ORCL) as of Q2 2018, down from 1,753 in Q1 2018.
- Funds reported $99.4B of Oracle stock for Q2 2018, down 8.4% quarter-over-quarter.
- 81 funds opened new Oracle positions in Q2 2018 and 110 closed out, a net change of -29 holders.
- The largest Oracle buyer in Q2 2018 was Fidelity Investments, an estimated $387M added.
- The largest Oracle seller in Q2 2018 was Goldman Sachs, an estimated $569M sold.
Based on aggregated 13F filings for Q2 2018.