Orion
OEC
154 hedge funds and large institutions have $979M invested in Orion in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 146 → 154 (+8)
2% less capital invested
Capital invested by funds: $999M → $979M (-$19.6M)
2.26% less ownership
Funds ownership: 90.37% → 88.11% (-2.3%)
16% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 58
30% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $3.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$9.82M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.17M |
| 3 |
2L
22NW LP
Seattle,
Washington
|
+$7.08M |
| 4 |
HP
Harvey Partners
Tarrytown,
New York
|
+$2.85M |
| 5 |
IG
Inherent Group
New York
|
+$2.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$17.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$16.7M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$6.66M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.45M |
| 5 |
PG
Pendal Group
Sydney,
Australia
|
-$6.3M |
OEC Hedge Fund Activity: Q4 2021 in Review
154 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2021, worth a combined $979M — down 2% from $999M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OEC positions and 11 closed out — a net gain of 9 holders — while 49 added to existing stakes and 58 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $9.82M. The largest seller was Bank of Montreal, exiting entirely with an estimated $17.1M sold.
- 154 institutional investors held Orion (OEC) as of Q4 2021, up from 146 in Q3 2021.
- Funds reported $979M of Orion stock for Q4 2021, down 2% quarter-over-quarter.
- 20 funds opened new Orion positions in Q4 2021 and 11 closed out, a net change of +9 holders.
- The largest Orion buyer in Q4 2021 was Pzena Investment Management, an estimated $9.82M added.
- The largest Orion seller in Q4 2021 was Bank of Montreal, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2021.