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Oracle

1,823 hedge funds and large institutions have $84B invested in Oracle in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 589 increasing their positions, 836 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 109

22% more call options, than puts

Call options by funds: $987M | Put options by funds: $806M

12% more capital invested

Capital invested by funds: $74.8B → $84B (+$9.25B)

1% more funds holding

Funds holding: 1,7991,823 (+24)

0.54% more ownership

Funds ownership: 49.05%49.59% (+0.54%)

21% less funds holding in top 10

Funds holding in top 10: 7257 (-15)

30% less repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 836

Holders
1,823
Holders Change
+24
Holders Change %
+1.33%
% of All Funds
37.37%
Holding in Top 10
57
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.83%
% of All Funds
1.17%
New
146
Increased
589
Reduced
836
Closed
109
Calls
$987M
Puts
$806M
Net Calls
+$181M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.5B +$839M +15,843,802 +9%
BlackRock
2
BlackRock
New York
$8.29B -$150M -2,831,937 -2%
State Street
3
State Street
Massachusetts
$5.07B -$87.8M -1,657,835 -2%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$2.08B +$29.9M +565,159 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.93B +$37.4M +705,208 +2%
Northern Trust
6
Northern Trust
Illinois
$1.75B -$31.3M -590,881 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.68B -$23.5M -443,732 -1%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$1.65B +$828M +15,627,102 +109%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.64B -$36M -680,418 -2%
Franklin Resources
10
Franklin Resources
California
$1.39B -$1.41M -26,656 -0.1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.16B -$28.2M -532,967 -2%
Norges Bank
12
Norges Bank
Norway
$1.11B -$40.6M -766,801 -4%
LP
13
Longview Partners
Guernsey
$1.08B -$76.9M -1,451,269 -7%
Bank of America
14
Bank of America
North Carolina
$1.05B -$122M -2,311,618 -11%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$991M -$94.5M -1,784,705 -9%
Charles Schwab
16
Charles Schwab
California
$843M -$43.9M -828,312 -5%
Invesco
17
Invesco
Georgia
$768M -$89.9M -1,696,094 -11%
Legal & General Group
18
Legal & General Group
United Kingdom
$765M -$5.07M -95,663 -0.7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$757M -$46.3M -873,448 -6%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$725M +$46.8M +882,891 +7%
Fisher Asset Management
21
Fisher Asset Management
Washington
$722M -$7.87M -148,620 -1%
Macquarie Group
22
Macquarie Group
Australia
$722M -$40.9M -771,954 -6%
LSV Asset Management
23
LSV Asset Management
Illinois
$636M +$89.4M +1,687,199 +17%
Artisan Partners
24
Artisan Partners
Wisconsin
$635M -$5.01M -94,614 -0.8%
BBHC
25
Brown Brothers Harriman & Co
New York
$628M -$35.1M -661,919 -6%

ORCL Hedge Fund Activity: Q2 2020 in Review

1,823 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2020, worth a combined $84B — up 12% from $74.8B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new ORCL positions and 109 closed out — a net gain of 37 holders — while 589 added to existing stakes and 836 trimmed.

The largest buyer was Vanguard Group, adding an estimated $839M. The largest seller was Eagle Capital Management (New York), cutting an estimated $326M.

  • 1,823 institutional investors held Oracle (ORCL) as of Q2 2020, up from 1,799 in Q1 2020.
  • Funds reported $84B of Oracle stock for Q2 2020, up 12% quarter-over-quarter.
  • 146 funds opened new Oracle positions in Q2 2020 and 109 closed out, a net change of +37 holders.
  • The largest Oracle buyer in Q2 2020 was Vanguard Group, an estimated $839M added.
  • The largest Oracle seller in Q2 2020 was Eagle Capital Management (New York), an estimated $326M sold.

Based on aggregated 13F filings for Q2 2020.