Orion
OEC
138 hedge funds and large institutions have $1.1B invested in Orion in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 13 closing their positions.
727% more call options, than puts
Call options by funds: $3.34M | Put options by funds: $404K
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
17% more capital invested
Capital invested by funds: $935M → $1.1B (+$161M)
2% more funds holding
Funds holding: 135 → 138 (+3)
1.83% more ownership
Funds ownership: 90.14% → 91.97% (+1.8%)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$11.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$11.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.7M |
| 4 |
Pzena Investment Management
New York
|
+$10.6M |
| 5 |
Millennium Management
New York
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$14M |
| 2 |
Man Group
London,
United Kingdom
|
-$6.97M |
| 3 |
Renaissance Technologies
New York
|
-$6.61M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.68M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.58M |
OEC Hedge Fund Activity: Q1 2021 in Review
138 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q1 2021, worth a combined $1.1B — up 17% from $935M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OEC positions and 13 closed out — a net gain of 5 holders — while 46 added to existing stakes and 55 trimmed.
The largest buyer was Hillcrest Asset Management, opening a new position worth an estimated $11.7M. The largest seller was AllianceBernstein, cutting an estimated $14M.
- 138 institutional investors held Orion (OEC) as of Q1 2021, up from 135 in Q4 2020.
- Funds reported $1.1B of Orion stock for Q1 2021, up 17% quarter-over-quarter.
- 18 funds opened new Orion positions in Q1 2021 and 13 closed out, a net change of +5 holders.
- The largest Orion buyer in Q1 2021 was Hillcrest Asset Management, an estimated $11.7M added.
- The largest Orion seller in Q1 2021 was AllianceBernstein, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2021.