OEC icon

Orion
OEC

Overview Fund Activity

128 hedge funds and large institutions have $1.09B invested in Orion in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+9
Holders Change %
+7.56%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
42
Reduced
47
Closed
17
Calls
$385K
Puts
$106K
Net Calls
+$279K
Net Calls Change
+$1.42M

Top Buyers

1
MPMG
1
Minneapolis Portfolio Management Group
Minnesota
$13.6M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$98.1M
3
SAM
3
Scopus Asset Management
New York
$4.54M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$22.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$3.72M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$52.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$104M
3
Millennium Management
3
Millennium Management
New York
$28.5M
4
HP
4
Harvey Partners
New York
$6.04M
5
BHC
5
Bowen Hanes & Co
Florida
$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$7.55M +$481K +24,900 +7%
TAM
27
Tocqueville Asset Management
New York
$6.8M -$21.2K -1,100 -0.3%
Charles Schwab
28
Charles Schwab
California
$6.69M +$2.4M +124,322 +56%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$6.62M +$925K +47,933 +16%
HP
30
Harvey Partners
New York
$6.04M -$5.19M -268,718 -46%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$5.79M -$1.93M -100,000 -25%
Bank of America
32
Bank of America
North Carolina
$5.24M -$40.9K -2,121 -0.8%
LKIM
33
Lawson Kroeker Investment Management
Nebraska
$5.16M -$284K -14,690 -5%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$4.96M -$987K -51,141 -17%
ICM
35
Invenomic Capital Management
Massachusetts
$4.84M +$4.84M +251,012 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$4.72M +$871K +45,120 +23%
Boston Partners
37
Boston Partners
Massachusetts
$4.65M +$44.1K +2,285 +1%
SI
38
Stephens Inc
Arkansas
$4.57M -$332K -17,181 -7%
SAM
39
Scopus Asset Management
New York
$4.54M +$4.54M +235,000 New
Prudential Financial
40
Prudential Financial
New Jersey
$4.53M +$1.26K +65 +0%
Morgan Stanley
41
Morgan Stanley
New York
$4.31M -$3.29M -170,592 -43%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$4.11M -$94.6K -4,900 -2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$3.72M +$3.06M +158,770 +470%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$3.46M +$2.24M +115,937 +183%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.32M +$111K +5,736 +3%
Goldman Sachs
46
Goldman Sachs
New York
$3.08M -$1.66M -85,880 -35%
Two Sigma Investments
47
Two Sigma Investments
New York
$3.06M -$928K -48,092 -23%
ECM
48
ExodusPoint Capital Management
New York
$2.76M +$1.56M +80,782 +129%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.48M -$52.7K -2,732 -2%
DCM
50
Dupont Capital Management
Delaware
$2.41M – – –
1
2
3 4 5