197 hedge funds and large institutions have $1.13B invested in Orion in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 90 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
25
Increased
59
Reduced
90
Closed
22
Calls
$12.4M
Puts
$12.4M
Net Calls
-$61K
Net Calls Change
-$6.61M
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$33.7K +$31.9K +1,505 +1,771%
AA
177
Ancora Advisors
Ohio
$33.1K -$43.3K -2,040 -57%
TRCT
178
Tower Research Capital (TRC)
New York
$28.5K +$1.57K +74 +6%
US Bancorp
179
US Bancorp
Minnesota
$25.5K
LFG
180
Larson Financial Group
Missouri
$17.4K +$17.4K +818 New
AF
181
Allworth Financial
California
$17K
Lazard Asset Management
182
Lazard Asset Management
New York
$15K +$15K +741 New
TC
183
Truvestments Capital
Florida
$14.9K
PFBT
184
Parkside Financial Bank & Trust
Missouri
$14.6K +$14.6K +686 New
CG
185
Cutler Group
California
$14K -$4K -200 -22%
SPIA
186
Steward Partners Investment Advisory
New York
$11.5K
FA
187
Fiduciary Alliance
South Carolina
$9.17K +$9.17K +432 New
S
188
SignatureFD
Georgia
$7.05K -$233 -11 -3%
AF
189
Advisornet Financial
Minnesota
$6.37K
LC
190
Lindbrook Capital
California
$5.75K
Barrow, Hanley, Mewhinney & Strauss
191
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.1K
PA
192
Parallel Advisors
California
$3.31K
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$849
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$848
BWA
195
BDO Wealth Advisors
Florida
$489
UFF
196
USA Financial Formulas
Michigan
$340 +$340 +16 New
Wellington Management Group
197
Wellington Management Group
Massachusetts
-$6.56M -251,564 Closed
ISL
198
Ingalls & Snyder LLC
New York
-$1.4M -53,799 Closed
EI
199
EAM Investors
California
-$1.26M -48,376 Closed
CWA
200
CM Wealth Advisors
Ohio
-$1.13M -47,608 Closed