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Lighthouse Investment Partners’s Orion OEC Stock Holding History

Lighthouse Investment Partners’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 		$661K Sell
101,648
-522,893
-84% -$3.09M 0.02% 478
2025
Q4 		$3.3M Buy
624,541
+120,000
+24% +$651K 0.1% 258
2025
Q3 		$3.82M Buy
504,541
+120,000
+31% +$1.21M 0.12% 235
2025
Q2 		$4.03M Buy
384,541
+11,500
+3% +$130K 0.15% 202
2025
Q1 		$4.82M Buy
373,041
+155,000
+71% +$2.19M 0.2% 160
2024
Q4 		$3.44M Buy
+218,041
New +$3.68M 0.11% 215

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

Lighthouse Investment Partners's OEC Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its Orion (OEC) stake by 84% in Q1 2026, selling an estimated $3.09M and leaving 101,648 shares worth $661K. The position accounts for 0.02% of the portfolio, ranked #478.

Lighthouse Investment Partners first reported a position in OEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.82M in Q1 2025. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Lighthouse Investment Partners held 101,648 shares of Orion worth $661K as of Q1 2026.
  • Lighthouse Investment Partners sold 522,893 Orion shares in Q1 2026, an estimated $3.09M.
  • Orion made up 0.02% of Lighthouse Investment Partners's portfolio in Q1 2026, its #478 holding.
  • Lighthouse Investment Partners first reported a position in Orion in Q4 2024 and has held it in 6 quarters since.
  • Lighthouse Investment Partners's Orion position peaked at $4.82M in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.