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Oracle

2,528 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08%42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,5642,528 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136108 (-28)

Holders
2,528
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.12%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.6B +$913M +7,883,515 +6%
BlackRock
2
BlackRock
New York
$12.8B +$69.7M +602,033 +0.5%
State Street
3
State Street
Massachusetts
$6.68B -$57M -492,265 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$4.11B +$548M +4,735,172 +14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.33B -$235M -2,028,843 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.27B +$209M +1,806,030 +6%
Morgan Stanley
7
Morgan Stanley
New York
$2.12B -$461M -3,982,058 -17%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$2.04B -$77.7M -671,611 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$1.99B +$29.1M +251,050 +1%
Northern Trust
10
Northern Trust
Illinois
$1.98B +$73.6M +635,994 +4%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$1.97B -$19M -163,852 -0.9%
Bank of America
12
Bank of America
North Carolina
$1.6B -$45.8M -395,707 -3%
Capital World Investors
13
Capital World Investors
California
$1.6B +$435K +3,761 +0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.54B -$99.1M -856,089 -6%
Goldman Sachs
15
Goldman Sachs
New York
$1.48B -$169M -1,460,943 -9%
Primecap Management
16
Primecap Management
California
$1.39B -$9.96M -86,050 -0.7%
N
17
Nuveen
North Carolina
$1.33B -$22.5M -194,654 -2%
Parnassus Investments
18
Parnassus Investments
California
$1.31B -$23.2M -200,126 -2%
Norges Bank
19
Norges Bank
Norway
$1.26B +$25.8M +222,505 +2%
PI
20
Putnam Investments
Massachusetts
$1.23B +$24.7M +213,685 +2%
Charles Schwab
21
Charles Schwab
California
$1.21B +$7.13M +61,604 +0.5%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.19B -$415M -3,586,119 -24%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$1.14B -$119M -1,025,318 -9%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.1B -$43.2M -373,600 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.07B -$85.8M -741,209 -7%

ORCL Hedge Fund Activity: Q3 2023 in Review

2,528 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,528 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,564 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.