We are live on ! Find out more

157 hedge funds and large institutions have $871M invested in Orion in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

30% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 50

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

2% more funds holding

Funds holding: 154157 (+3)

1.9% more ownership

Funds ownership: 88.11%90.01% (+1.9%)

11% less capital invested

Capital invested by funds: $979M → $871M (-$109M)

84% less call options, than puts

Call options by funds: $1.93M | Put options by funds: $12.4M

Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
23
Increased
65
Reduced
50
Closed
19
Calls
$1.93M
Puts
$12.4M
Net Calls
-$10.5M
Net Calls Change
-$9.43M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
26
First Manhattan
New York
$9.82M +$177K +10,300 +2%
Northern Trust
27
Northern Trust
Illinois
$9.16M -$543K -31,529 -5%
ER
28
EVR Research
Virginia
$9.1M +$9.82M +570,063 New
Fidelity Investments
29
Fidelity Investments
Massachusetts
$8.43M +$61.5K +3,569 +0.7%
Norges Bank
30
Norges Bank
Norway
$8.26M -$726K -42,162 -8%
DCM
31
Divisar Capital Management
California
$7.46M +$1.98M +115,000 +33%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$7.26M +$7.83M +454,700 New
ICM
33
Invenomic Capital Management
Massachusetts
$7.25M +$9.48M +550,217 New
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$6.68M +$2.39M +138,509 +50%
RC
35
Roubaix Capital
Colorado
$5.88M +$1.35M +78,261 +27%
Prudential Financial
36
Prudential Financial
New Jersey
$5.57M -$398K -23,125 -6%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$5.48M +$2.64M +153,074 +81%
Goldman Sachs
38
Goldman Sachs
New York
$5.25M +$1.88M +109,202 +50%
AC
39
Apogem Capital
New York
$4.48M +$3.8M +220,750 +368%
Bank of America
40
Bank of America
North Carolina
$4.48M -$1.23M -71,385 -20%
GKIM
41
GW&K Investment Management
Massachusetts
$4.21M -$159K -9,240 -3%
ACA
42
Apis Capital Advisors
New York
$4.15M +$448K +26,000 +11%
NC
43
Nokomis Capital
Texas
$4M +$4.31M +250,519 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$3.86M +$817K +47,440 +24%
LKIM
45
Lawson Kroeker Investment Management
Nebraska
$3.27M +$35.2K +2,045 +1%
American Century Companies
46
American Century Companies
Missouri
$3.24M +$1.34M +77,921 +62%
IFO
47
Intrepid Family Office
Florida
$2.9M +$109K +6,329 +4%
PI
48
Putnam Investments
Massachusetts
$2.77M -$2.59M -150,379 -46%
Boston Partners
49
Boston Partners
Massachusetts
$2.77M -$37.3K -2,165 -1%
AG
50
Algert Global
California
$2.77M +$1.4M +81,438 +89%

OEC Hedge Fund Activity: Q1 2022 in Review

157 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q1 2022, worth a combined $871M — down 11% from $979M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OEC positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 50 trimmed.

The largest buyer was Inherent Group, adding an estimated $19.6M. The largest seller was AllianceBernstein, cutting an estimated $78.7M.

  • 157 institutional investors held Orion (OEC) as of Q1 2022, up from 154 in Q4 2021.
  • Funds reported $871M of Orion stock for Q1 2022, down 11% quarter-over-quarter.
  • 23 funds opened new Orion positions in Q1 2022 and 19 closed out, a net change of +4 holders.
  • The largest Orion buyer in Q1 2022 was Inherent Group, an estimated $19.6M added.
  • The largest Orion seller in Q1 2022 was AllianceBernstein, an estimated $78.7M sold.

Based on aggregated 13F filings for Q1 2022.