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Orion
OEC

125 hedge funds and large institutions have $1.25B invested in Orion in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

63% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 32

17% more capital invested

Capital invested by funds: $1.06B → $1.25B (+$186M)

4.58% more ownership

Funds ownership: 93.34% → 97.92% (+4.6%)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more funds holding

Funds holding: 125 → 125 (0)

50% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $3.06M

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
2.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
33
Increased
52
Reduced
32
Closed
32
Calls
$1.53M
Puts
$3.06M
Net Calls
-$1.53M
Net Calls Change
-$2.53M

Top Buyers

1
BlackRock
BlackRock
New York
+$55.1M
2
State Street
State Street
Massachusetts
+$17.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$12.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.3M
5
Norges Bank
Norges Bank
Norway
+$10.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$34.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.1M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$13.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$12.2M
5
PI
Putnam Investments
Massachusetts
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRCM
26
Hawk Ridge Capital Management
California
$9.76M -$4.78M -241,860 -35%
SAM
27
Skyline Asset Management
Illinois
$9.48M -$1.67M -84,600 -16%
Vanguard Group
28
Vanguard Group
Pennsylvania
$8.94M +$6.17M +311,998 +295%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$8.87M +$8.19M +414,169 New
Aberdeen Group
30
Aberdeen Group
United Kingdom
$8.56M – – –
First Manhattan
31
First Manhattan
New York
$8.51M +$1.65M +83,600 +27%
Two Sigma Investments
32
Two Sigma Investments
New York
$7.88M +$5.57M +281,754 +327%
LSV Asset Management
33
LSV Asset Management
Illinois
$7.84M -$216K -10,900 -3%
N
34
Nuveen
North Carolina
$7.41M +$6.85M +346,285 New
Deutsche Bank
35
Deutsche Bank
Germany
$7.39M +$2.09M +105,666 +44%
LKIM
36
Lawson Kroeker Investment Management
Nebraska
$6.82M +$7.51K +380 +0.1%
Morgan Stanley
37
Morgan Stanley
New York
$6.46M -$3.73M -188,673 -38%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$6.04M +$5.58M +282,235 New
Bank of America
39
Bank of America
North Carolina
$5.38M +$564K +28,510 +13%
Boston Partners
40
Boston Partners
Massachusetts
$5.17M -$310K -15,684 -6%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$4.97M -$561K -28,350 -11%
AI
42
Atom Investors
Texas
$4.96M +$1.38M +69,552 +43%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.05M +$1.43M +72,548 +61%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$3.91M -$1.86M -94,033 -34%
SI
45
Stephens Inc
Arkansas
$3.51M +$546K +27,635 +20%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.35M -$25.1M -1,267,324 -89%
BLA
47
Balter Liquid Alternatives
Massachusetts
$3.11M +$2.87M +145,336 New
HP
48
Harvey Partners
New York
$2.87M +$2.65M +134,000 New
CI
49
Cambiar Investors
Colorado
$2.78M -$357K -18,035 -12%
Charles Schwab
50
Charles Schwab
California
$2.65M +$2.45M +124,006 New
1
2
3 4 5

OEC Hedge Fund Activity: Q2 2019 in Review

125 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q2 2019, worth a combined $1.25B — up 17% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OEC positions and 32 closed out — a net gain of 1 holder — while 52 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $55.1M. The largest seller was Ameriprise, cutting an estimated $34.5M.

  • 125 institutional investors held Orion (OEC) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $1.25B of Orion stock for Q2 2019, up 17% quarter-over-quarter.
  • 33 funds opened new Orion positions in Q2 2019 and 32 closed out, a net change of +1 holder.
  • The largest Orion buyer in Q2 2019 was BlackRock, an estimated $55.1M added.
  • The largest Orion seller in Q2 2019 was Ameriprise, an estimated $34.5M sold.

Based on aggregated 13F filings for Q2 2019.