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Orion
OEC

Overview Fund Activity

157 hedge funds and large institutions have $747M invested in Orion in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-13
Holders Change %
-7.65%
% of All Funds
2.71%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
15
Increased
54
Reduced
58
Closed
28
Calls
$5.61M
Puts
$9.04M
Net Calls
-$3.43M
Net Calls Change
+$1.55B

Top Buyers

1
HRCM
1
Hawk Ridge Capital Management
California
$35.7M
2
HP
2
Harvey Partners
New York
$31.7M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$60.6M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$6.66M
5
PG
5
Pendal Group
Australia
$6.41M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$0
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$43.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$4.96M
4
Ameriprise
4
Ameriprise
Minnesota
$3.32M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$129K +$2.05K +154 +2%
SWM
127
Spire Wealth Management
Virginia
$119K +$119K +8,877 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$114K – – –
DCM
129
Dupont Capital Management
Delaware
$87K -$34.1K -2,554 -28%
Allspring Global Investments
130
Allspring Global Investments
North Carolina
$84K -$39.9K -3,006 -32%
TRCT
131
Tower Research Capital (TRC)
New York
$69K +$41.3K +3,090 +149%
AIP
132
Ameritas Investment Partners
Nebraska
$63K – – –
Wells Fargo
133
Wells Fargo
California
$61K -$89.5K -6,838 -59%
C
134
Covestor
United Kingdom
$61K -$336 -25 -0.5%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$54K +$810 +51 +2%
Citigroup
136
Citigroup
New York
$51K -$22K -1,656 -30%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$49.4K – – –
Barclays
138
Barclays
United Kingdom
$34K -$6.23K -470 -15%
UBS Group
139
UBS Group
Switzerland
$32K -$15.3K -1,143 -32%
BCV
140
Banque Cantonale Vaudoise
Switzerland
$32K – – –
ACM
141
Aquatic Capital Management
Illinois
$19K -$42.1K -3,100 -69%
US Bancorp
142
US Bancorp
Minnesota
$17K -$4.82K -376 -22%
CG
143
Cutler Group
California
$16K – – –
GI
144
Gradient Investments
Minnesota
$13K +$13 +1 +0.1%
AF
145
Allworth Financial
California
$11K +$11K +803 New
TC
146
Truvestments Capital
Florida
$9K – – –
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$7K +$12 +1 +0.2%
PA
148
Parallel Advisors
California
$6K – – –
S
149
SignatureFD
Georgia
$5K -$341 -27 -6%
AF
150
Advisornet Financial
Minnesota
$4K – – –
4 5
6
7 8