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ORCL - ORACLE CORP

This page shows which of the focused investors we track hold ORCL and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2016 it was held by 16 managers with an aggregate reported value of $7.37B, which is 0.98% of the combined portfolio.

As of Q4 2016, 16 tracked institutional managers held ORCL (ORACLE CORP) with an aggregate reported value of $7.37B0.98% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2016
Ticker
ORCL

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Bill Nygren - Oakmark Funds3.07%Reduce -3.9%41,405,593$1.59B
2First Eagle - First Eagle Investment Management3.88%Add +1.0%39,768,031$1.53B
3Vulcan Value Partners - Vulcan Value Partners7.75%Add +1.3%22,633,884$870.27M
4First Pacific Advisors - First Pacific Advisors6.67%Reduce -0.4%21,784,700$837.62M
5Yacktman Asset Management - Yacktman Asset Management6.84%Reduce -1.8%19,592,943$753.35M
6Polen Capital Management - Polen Capital Management4.60%Add +7.2%10,864,265$417.73M
7Richard Pzena - Pzena Investment Management2.23%Add +10.3%10,167,717$390.95M
8Sarah Ketterer - Causeway Capital Management5.12%Add +9.4%6,002,298$270.24M
9Jensen Investment Management - Jensen Investment Management3.88%Reduce -0.1%6,900,307$265.32M
10Harry Burn - Sound Shore3.19%Add +11.2%4,814,664$185.12M
11Christopher Davis - Davis Advisors 0.72%Reduce -5.3%4,280,533$164.59M
12Wallace Weitz - Weitz Investment Management1.93%Add +20.8%1,266,528$48.7M
13Thomas Gayner - Markel Asset Management0.59%-638,000$24.53M
14Robert Olstein - Olstein Capital Management1.51%Add +12.1%305,000$11.73M
15Ariel Investments - Ariel Investments0.09%-204,295$7.86M
16Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Add +2.1%31,400$1.21M
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