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Orion
OEC

Overview Fund Activity

158 hedge funds and large institutions have $1.74B invested in Orion in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+11
Holders Change %
+7.48%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
28
Increased
56
Reduced
56
Closed
17
Calls
$1.28M
Puts
$6.18M
Net Calls
-$4.9M
Net Calls Change
-$875K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$112M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$191M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$16.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$125M
5
JIR
5
James Investment Research
Ohio
$12.2M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$65.2M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$11.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$212M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.37M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$9.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
101
LPL Financial
California
$760K +$24.2K +755 +3%
ERSOT
102
Employees Retirement System of Texas
Texas
$706K -$1.54M -48,000 -69%
NA
103
Navellier & Associates
Nevada
$679K +$4.05K +126 +0.6%
CWM
104
Cornerstone Wealth Management
Missouri
$647K -$158K -3,680 -20%
SKK
105
Shepherd Kaplan Krochuk
Massachusetts
$619K – – –
CA
106
Cetera Advisors
Colorado
$616K +$44.9K +1,400 +8%
CMANY
107
Capital Management Associates (New York)
New York
$610K – – –
O
108
OppenheimerFunds
New York
$603K +$171K +5,334 +40%
QC
109
Quadrature Capital
United Kingdom
$576K -$646K -20,144 -53%
CI
110
Cavalier Investments
Georgia
$575K – – –
FMT
111
First Mercantile Trust
Tennessee
$565K +$48.8K +1,520 +9%
AIM
112
Assured Investment Management
New York
$543K -$815K -25,417 -60%
PAI
113
Pittenger & Anderson Inc
Nebraska
$514K +$514K +16,000 New
Creative Planning
114
Creative Planning
Kansas
$504K -$625K -19,442 -55%
UBS Group
115
UBS Group
Switzerland
$500K +$52.8K +1,647 +12%
BIM
116
Bridges Investment Management
Nebraska
$481K – – –
TI
117
Trexquant Investment
Connecticut
$454K +$454K +14,158 New
ARTA
118
A.R.T. Advisors
New York
$436K -$1.46M -45,500 -77%
State Street
119
State Street
Massachusetts
$431K -$625K -19,503 -59%
QSS
120
Quantitative Systematic Strategies
Florida
$431K -$224K -6,966 -34%
BCM
121
Bayesian Capital Management
New York
$411K +$185K +5,775 +82%
NFGCM
122
Norman Fields Gottscho Capital Management
New York
$405K +$6.42K +200 +2%
SWM
123
SeaCrest Wealth Management
New York
$400K +$400K +12,450 New
RQS
124
Ramsey Quantitative Systems
Kentucky
$392K +$27.7K +863 +8%
Axa
125
Axa
France
$353K +$353K +11,000 New
3 4
5
6 7