Orion
OEC
198 hedge funds and large institutions have $947M invested in Orion in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 28 closing their positions.
175% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $3.67M
70% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 53
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
2% more funds holding
Funds holding: 194 → 198 (+4)
1.39% less ownership
Funds ownership: 92.55% → 91.15% (-1.4%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
20% less capital invested
Capital invested by funds: $1.18B → $947M (-$237M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$18.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$8.29M |
| 3 |
D.E. Shaw & Co
New York
|
+$7.18M |
| 4 |
DCM
Divisar Capital Management
San Francisco,
California
|
+$6.52M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.8M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
-$23.8M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10.2M |
| 4 |
First Manhattan
New York
|
-$7.49M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$5.65M |
OEC Hedge Fund Activity: Q3 2024 in Review
198 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2024, worth a combined $947M — down 20% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new OEC positions and 28 closed out — a net gain of 5 holders — while 90 added to existing stakes and 53 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $18.4M. The largest seller was Fidelity Investments, cutting an estimated $37.8M.
- 198 institutional investors held Orion (OEC) as of Q3 2024, up from 194 in Q2 2024.
- Funds reported $947M of Orion stock for Q3 2024, down 20% quarter-over-quarter.
- 33 funds opened new Orion positions in Q3 2024 and 28 closed out, a net change of +5 holders.
- The largest Orion buyer in Q3 2024 was Pzena Investment Management, an estimated $18.4M added.
- The largest Orion seller in Q3 2024 was Fidelity Investments, an estimated $37.8M sold.
Based on aggregated 13F filings for Q3 2024.