Orion
OEC
135 hedge funds and large institutions have $935M invested in Orion in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 58 reducing their positions, and 17 closing their positions.
256% more call options, than puts
Call options by funds: $1.34M | Put options by funds: $376K
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
36% more capital invested
Capital invested by funds: $690M → $935M (+$245M)
0.78% less ownership
Funds ownership: 90.93% → 90.14% (-0.78%)
3% less funds holding
Funds holding: 139 → 135 (-4)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
24% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$14.6M |
| 3 |
BlackRock
New York
|
+$4.74M |
| 4 |
IG
Inherent Group
New York
|
+$4.29M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$7.99M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$5.42M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.21M |
| 4 |
CAM
Claret Asset Management
Montreal,
Quebec, Canada
|
-$4.09M |
| 5 |
Renaissance Technologies
New York
|
-$3.36M |
OEC Hedge Fund Activity: Q4 2020 in Review
135 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2020, worth a combined $935M — up 36% from $690M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of OEC and 13 opened new positions — a net loss of 4 holders — while 58 trimmed existing stakes and 44 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $16.4M. The largest seller was Skyline Asset Management, cutting an estimated $7.99M.
- 135 institutional investors held Orion (OEC) as of Q4 2020, down from 139 in Q3 2020.
- Funds reported $935M of Orion stock for Q4 2020, up 36% quarter-over-quarter.
- 13 funds opened new Orion positions in Q4 2020 and 17 closed out, a net change of -4 holders.
- The largest Orion buyer in Q4 2020 was T. Rowe Price Associates, an estimated $16.4M added.
- The largest Orion seller in Q4 2020 was Skyline Asset Management, an estimated $7.99M sold.
Based on aggregated 13F filings for Q4 2020.