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Orion
OEC

Overview Fund Activity

119 hedge funds and large institutions have $948M invested in Orion in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 32 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
49
Reduced
32
Closed
32
Calls
$868K
Puts
$2.01M
Net Calls
-$1.14M
Net Calls Change
+$388K

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$35M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$74.1M
3
FPA
3
First Pacific Advisors
California
$43.6M
4
Northern Trust
4
Northern Trust
Illinois
$10.4M
5
HP
5
Harvey Partners
New York
$9.72M

Top Sellers

1
DGHMC
1
Dalton, Greiner, Hartman, Maher & Co
New York
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$60.4M
3
BAMCO Inc
3
BAMCO Inc
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
AA
5
Ancora Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$6.68M – – –
Morgan Stanley
27
Morgan Stanley
New York
$6.58M +$1.54M +91,957 +30%
LSV Asset Management
28
LSV Asset Management
Illinois
$6.12M – – –
TAM
29
Tocqueville Asset Management
New York
$5.91M +$4.78M +286,050 +424%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$5.15M -$638K -38,179 -11%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$4.93M +$218K +13,060 +5%
LKIM
32
Lawson Kroeker Investment Management
Nebraska
$4.72M -$604K -36,125 -11%
Bank of America
33
Bank of America
North Carolina
$4.57M +$367K +21,968 +9%
BHC
34
Bowen Hanes & Co
Florida
$4.56M -$8.03M -480,565 -64%
SI
35
Stephens Inc
Arkansas
$4.25M +$1.51M +90,123 +55%
Goldman Sachs
36
Goldman Sachs
New York
$4.1M +$4.1M +245,187 New
Boston Partners
37
Boston Partners
Massachusetts
$3.99M -$44K -2,630 -1%
Prudential Financial
38
Prudential Financial
New Jersey
$3.92M +$3.92M +234,597 New
Charles Schwab
39
Charles Schwab
California
$3.71M +$1.64M +98,087 +79%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$3.64M -$236K -14,150 -6%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.45M -$2.7M -161,637 -44%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.33M +$122K +7,329 +4%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.78M +$163K +9,761 +6%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.19M +$719K +43,005 +49%
DCM
45
Dupont Capital Management
Delaware
$2.09M +$2.09M +125,089 New
CI
46
Cambiar Investors
Colorado
$1.95M -$219K -13,101 -10%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.83M -$1.22M -73,034 -40%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$1.64M +$819K +48,994 +99%
SEI Investments
49
SEI Investments
Pennsylvania
$1.59M -$454K -27,158 -22%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.57M +$36.6K +2,190 +2%
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