Oracle
ORCL
1,798 hedge funds and large institutions have $74.8B invested in Oracle in 2020 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 573 increasing their positions, 921 reducing their positions, and 179 closing their positions.
53% more funds holding in top 10
Funds holding in top 10: 47 → 72 (+25)
27% more call options, than puts
Call options by funds: $772M | Put options by funds: $609M
2.16% less ownership
Funds ownership: 51.21% → 49.05% (-2.2%)
6% less funds holding
Funds holding: 1,917 → 1,798 (-119)
14% less capital invested
Capital invested by funds: $87B → $74.8B (-$12.2B)
38% less repeat investments, than reductions
Existing positions increased: 573 | Existing positions reduced: 921
49% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$299M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$211M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$201M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$148M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$822M |
| 2 |
Eagle Capital Management (New York)
New York
|
-$479M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$294M |
| 4 |
BlackRock
New York
|
-$220M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$201M |
ORCL Hedge Fund Activity: Q1 2020 in Review
1,798 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2020, worth a combined $74.8B — down 14% from $87B a quarter earlier.
Sellers outnumbered buyers: 179 funds closed out of ORCL and 91 opened new positions — a net loss of 88 holders — while 921 trimmed existing stakes and 573 added.
The largest buyer was Charles Schwab, adding an estimated $299M. The largest seller was ClearBridge Investments, cutting an estimated $822M.
- 1,798 institutional investors held Oracle (ORCL) as of Q1 2020, down from 1,917 in Q4 2019.
- Funds reported $74.8B of Oracle stock for Q1 2020, down 14% quarter-over-quarter.
- 91 funds opened new Oracle positions in Q1 2020 and 179 closed out, a net change of -88 holders.
- The largest Oracle buyer in Q1 2020 was Charles Schwab, an estimated $299M added.
- The largest Oracle seller in Q1 2020 was ClearBridge Investments, an estimated $822M sold.
Based on aggregated 13F filings for Q1 2020.