IIM
OEC icon

INTECH Investment Management’s Orion OEC Stock Holding History

INTECH Investment Management’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$93.5K Sell
14,388
-12,723
-47% -$75.3K ﹤0.01% 1906
2025
Q4 		$143K Sell
27,111
-3,991
-13% -$21.6K ﹤0.01% 2084
2025
Q3 		$236K Buy
31,102
+4,450
+17% +$45K ﹤0.01% 1970
2025
Q2 		$280K Sell
26,652
-14,696
-36% -$166K ﹤0.01% 1906
2025
Q1 		$535K Buy
41,348
+7,994
+24% +$113K 0.01% 1579
2024
Q4 		$527K Buy
33,354
+17,643
+112% +$298K 0.01% 1540
2024
Q3 		$280K Buy
+15,711
New +$303K ﹤0.01% 1552

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

INTECH Investment Management's OEC Position: Q1 2026 in Review

INTECH Investment Management reduced its Orion (OEC) stake by 47% in Q1 2026, selling an estimated $75.3K and leaving 14,388 shares worth $93.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

INTECH Investment Management first reported a position in OEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $535K in Q1 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • INTECH Investment Management held 14,388 shares of Orion worth $93.5K as of Q1 2026.
  • INTECH Investment Management sold 12,723 Orion shares in Q1 2026, an estimated $75.3K.
  • Orion made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1906 holding.
  • INTECH Investment Management first reported a position in Orion in Q3 2024 and has held it in 7 quarters since.
  • INTECH Investment Management's Orion position peaked at $535K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.