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Orion
OEC

Overview Fund Activity

184 hedge funds and large institutions have $856M invested in Orion in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
67
Reduced
72
Closed
33
Calls
$10.5M
Puts
$1.51M
Net Calls
+$9.02M
Net Calls Change
+$2.61M

Top Buyers

1
ER
EVR Research
Virginia
$12.6M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$54.7M
3
PCM
Penn Capital Management
Pennsylvania
$8.97M
4
CCPM
Cooper Creek Partners Management
New York
$7.46M
5
CP
CenterBook Partners
Connecticut
$5.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$19.9M
2
PCM
Peregrine Capital Management
Minnesota
$0
3
HCM
Harspring Capital Management
New York
$3.47M
4
Pzena Investment Management
Pzena Investment Management
New York
$52.3M
5
CSS
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$31K – – –
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.7K +$2.56K +162 +11%
AF
153
Allworth Financial
California
$22.5K – – –
Osaic Holdings
154
Osaic Holdings
Arizona
$19K -$4.18K -265 -18%
PS
155
Principal Securities
Iowa
$17.7K – – –
C
156
Covestor
United Kingdom
$17K -$4.87K -297 -22%
US Bancorp
157
US Bancorp
Minnesota
$12.5K +$2.32K +147 +23%
TC
158
Truvestments Capital
Florida
$11.1K – – –
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.59K +363 +103%
S
160
SignatureFD
Georgia
$8.69K +$1.6K +101 +22%
LC
161
Lindbrook Capital
California
$7.26K -$632 -40 -8%
ETC
162
Exchange Traded Concepts
Oklahoma
$7K +$7K +443 New
HCA
163
Harbor Capital Advisors
Illinois
$6K -$79 -5 -1%
RS
164
R Squared
Hong Kong
$5.84K +$5.84K +370 New
PA
165
Parallel Advisors
California
$5.29K -$10.8K -686 -67%
CTWM
166
Cherry Tree Wealth Management
Minnesota
$4.97K – – –
SWM
167
Spire Wealth Management
Virginia
$4.72K – – –
BFP
168
Briaud Financial Planning
Texas
$4K +$4K +282 New
Group One Trading
169
Group One Trading
Illinois
$3.14K – – –
RIL
170
Rothschild Investment LLC
Illinois
$3K +$1.82K +115 +153%
QCG
171
Quadrant Capital Group
Ohio
$1.71K -$4.46K -282 -72%
ACM
172
Aster Capital Management
United Arab Emirates
$1.31K +$253 +16 +24%
FHA
173
First Horizon Advisors
Tennessee
$1.25K – – –
W
174
WealthCollab
Washington
$1.07K – – –
SCM
175
Sterling Capital Management
North Carolina
$932 – – –
5 6
7
8 9