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Orion
OEC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
2.38%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
20
Increased
49
Reduced
58
Closed
11
Calls
$2.35M
Puts
$3.38M
Net Calls
-$1.03M
Net Calls Change
+$1.26M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$62.3M
2
Ameriprise
2
Ameriprise
Minnesota
$23.8M
3
2L
3
22NW LP
Washington
$25.3M
4
HP
4
Harvey Partners
New York
$8.04M
5
IG
5
Inherent Group
New York
$33M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$72.8M
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$734K
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$83.9M
5
PG
5
Pendal Group
Australia
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$179K -$21.9K -1,200 -11%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$157K – – –
PI
128
PEAK6 Investments
Illinois
$96K -$125K -6,784 -57%
AIP
129
Ameritas Investment Partners
Nebraska
$87K – – –
CG
130
Cutler Group
California
$64K -$174K -9,500 -73%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$57K – – –
BCV
132
Banque Cantonale Vaudoise
Switzerland
$44K – – –
Lazard Asset Management
133
Lazard Asset Management
New York
$43K +$11.5K +636 +37%
US Bancorp
134
US Bancorp
Minnesota
$34K -$93 -5 -0.3%
QT
135
Quantbot Technologies
New York
$31K +$31K +1,700 New
Osaic Holdings
136
Osaic Holdings
Arizona
$21K +$19.2K +1,054 +1,087%
FQ
137
First Quadrant
California
$20K – – –
GI
138
Gradient Investments
Minnesota
$18K – – –
Walleye Trading
139
Walleye Trading
New York
$18K +$18K +984 New
TC
140
Truvestments Capital
Florida
$13K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$11K -$99.1K -5,477 -90%
PA
142
Parallel Advisors
California
$8K – – –
AF
143
Advisornet Financial
Minnesota
$6K – – –
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$6K – – –
S
145
SignatureFD
Georgia
$5K -$2.7K -160 -35%
LC
146
Lindbrook Capital
California
$5K – – –
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$4K – – –
TWA
148
TCI Wealth Advisors
Arizona
$3K – – –
WT
149
Washington Trust
Rhode Island
$1K -$58 -3 -5%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1K +$1K +40 New
3 4 5
6
7