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Orion
OEC

Overview Fund Activity

144 hedge funds and large institutions have $417M invested in Orion in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
55
Reduced
42
Closed
21
Calls
$79K
Puts
$4K
Net Calls
+$75K
Net Calls Change
-$204K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$32.9M
2
FPA
First Pacific Advisors
California
$26.5M
3
LM
Luminus Management
Texas
$7.35M
4
MPMG
Minneapolis Portfolio Management Group
Minnesota
$9.92M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$12.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$20.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$40.6M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$7.6M
4
Aberdeen Group
Aberdeen Group
United Kingdom
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
126
FORA Capital
Florida
$53K +$53K +7,135 New
MWNA
127
Marshall Wace North America
New York
$50K +$50K +6,685 New
AIP
128
Ameritas Investment Partners
Nebraska
$39K – – –
FQ
129
First Quadrant
California
$29K +$29K +3,924 New
Barrow, Hanley, Mewhinney & Strauss
130
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K +$18K +2,396 New
US Bancorp
131
US Bancorp
Minnesota
$11K +$7.88K +1,064 +252%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +1,000 New
ASN
133
Advisory Services Network
Georgia
$6K – – –
Lazard Asset Management
134
Lazard Asset Management
New York
$6K +$6K +839 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$5K -$53.8K -8,123 -91%
TC
136
Truvestments Capital
Florida
$5K +$5K +700 New
MAM
137
Meeder Asset Management
Ohio
$4K – – –
S
138
SignatureFD
Georgia
$4K +$4K +494 New
LC
139
Lindbrook Capital
California
$4K +$4K +574 New
NIT
140
NumerixS Investment Technologies
British Columbia, Canada
$2K -$17.3K -2,600 -90%
Simplex Trading
141
Simplex Trading
Illinois
$2K +$2K +395 New
PCM
142
Prelude Capital Management
New York
$1K -$122K -12,195 -99%
EI
143
Ellevest Inc
New York
$1K +$477 +62 +91%
WT
144
Washington Trust
Rhode Island
$1K +$1K +89 New
Aberdeen Group
145
Aberdeen Group
United Kingdom
– -$5.79M -300,000 Closed
ECM
146
ExodusPoint Capital Management
New York
– -$2.76M -143,200 Closed
OAM
147
Oxford Asset Management
United Kingdom
– -$1.74M -89,992 Closed
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.46M -75,700 Closed
FTCM
149
First Trust Capital Management
Illinois
– -$1.29M -66,701 Closed
CI
150
Cambiar Investors
Colorado
– -$1.17M -60,688 Closed
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