Oracle
ORCL
1,708 hedge funds and large institutions have $111B invested in Oracle in 2018 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 460 increasing their positions, 906 reducing their positions, and 89 closing their positions.
21% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 89
12% more capital invested
Capital invested by funds: $99.3B → $111B (+$11.5B)
11% more funds holding in top 10
Funds holding in top 10: 73 → 81 (+8)
0% more funds holding
Funds holding: 1,704 → 1,708 (+4)
0.04% less ownership
Funds ownership: 56.72% → 56.68% (-0.04%)
15% less call options, than puts
Call options by funds: $943M | Put options by funds: $1.11B
49% less repeat investments, than reductions
Existing positions increased: 460 | Existing positions reduced: 906
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$2.01B |
| 2 |
Millennium Management
New York
|
+$228M |
| 3 |
State Street
Boston,
Massachusetts
|
+$208M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$165M |
| 5 |
Morgan Stanley
New York
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$710M |
| 2 |
BlackRock
New York
|
-$508M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$413M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$339M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$322M |
ORCL Hedge Fund Activity: Q3 2018 in Review
1,708 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2018, worth a combined $111B — up 12% from $99.3B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new ORCL positions and 89 closed out — a net gain of 19 holders — while 460 added to existing stakes and 906 trimmed.
The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $2.01B. The largest seller was Fidelity Investments, cutting an estimated $710M.
- 1,708 institutional investors held Oracle (ORCL) as of Q3 2018, up from 1,704 in Q2 2018.
- Funds reported $111B of Oracle stock for Q3 2018, up 12% quarter-over-quarter.
- 108 funds opened new Oracle positions in Q3 2018 and 89 closed out, a net change of +19 holders.
- The largest Oracle buyer in Q3 2018 was Berkshire Hathaway, an estimated $2.01B added.
- The largest Oracle seller in Q3 2018 was Fidelity Investments, an estimated $710M sold.
Based on aggregated 13F filings for Q3 2018.