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Orion
OEC

182 hedge funds and large institutions have $1.12B invested in Orion in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 73 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.63% less ownership

Funds ownership: 90.5% → 89.87% (-0.63%)

1% less capital invested

Capital invested by funds: $1.13B → $1.12B (-$8.94M)

8% less funds holding

Funds holding: 197 → 182 (-15)

42% less call options, than puts

Call options by funds: $2.54M | Put options by funds: $4.4M

56% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 25

Holders
182
Holders Change
-15
Holders Change %
-7.61%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
11
Increased
73
Reduced
68
Closed
25
Calls
$2.54M
Puts
$4.4M
Net Calls
-$1.86M
Net Calls Change
-$1.8M

Top Buyers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
+$7.04M
2
Invesco
Invesco
Georgia
+$5.13M
3
Pzena Investment Management
Pzena Investment Management
New York
+$3.75M
4
American Century Companies
American Century Companies
Missouri
+$3.53M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
HP
Harvey Partners
New York
-$9.35M
2
N
Nuveen
North Carolina
-$6.44M
3
2L
22NW LP
Washington
-$5.51M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.41M
5
SCM
SIR Capital Management
New York
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Advisornet Financial
Minnesota
$6.38K – – –
LC
177
Lindbrook Capital
California
$5.77K – – –
S
178
SignatureFD
Georgia
$4.94K -$2.18K -100 -30%
Barrow, Hanley, Mewhinney & Strauss
179
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.11K – – –
PA
180
Parallel Advisors
California
$3.32K – – –
Group One Trading
181
Group One Trading
Illinois
$2.49K -$55.4K -2,537 -96%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.01K +92 +1,533%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$851 – – –
HRCM
184
Hawk Ridge Capital Management
California
– -$3.31M -156,109 Closed
Arrowstreet Capital
185
Arrowstreet Capital
Massachusetts
– -$3.21M -151,403 Closed
GCM
186
Graham Capital Management
Connecticut
– -$1.5M -70,822 Closed
JF
187
Jump Financial
Illinois
– -$1.39M -65,402 Closed
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
– -$1.28M -60,470 Closed
OQS
189
Occudo Quantitative Strategies
Florida
– -$1M -47,219 Closed
BCM
190
Bayesian Capital Management
New York
– -$485K -22,844 Closed
CM
191
CastleKnight Management
New York
– -$473K -22,300 Closed
CAG
192
Csenge Advisory Group
Florida
– -$467K -22,008 Closed
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
– -$454K -21,400 Closed
YIH
194
Y-Intercept (HK)
Hong Kong
– -$435K -20,476 Closed
SSA
195
Schonfeld Strategic Advisors
New York
– -$398K -18,751 Closed
CC
196
Cipher Capital
New York
– -$387K -18,249 Closed
Parallax Volatility Advisers
197
Parallax Volatility Advisers
California
– -$337K -15,889 Closed
Neuberger Berman Group
198
Neuberger Berman Group
New York
– -$297K -13,990 Closed
OR
199
Olympiad Research
Connecticut
– -$295K -13,889 Closed
DC
200
Diametric Capital
Massachusetts
– -$285K -13,442 Closed
5 6 7
8
9

OEC Hedge Fund Activity: Q3 2023 in Review

182 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2023, worth a combined $1.12B — down 0.79% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of OEC and 11 opened new positions — a net loss of 14 holders — while 68 trimmed existing stakes and 73 added.

The largest buyer was GMT Capital, adding an estimated $7.04M. The largest seller was Harvey Partners, cutting an estimated $9.35M.

  • 182 institutional investors held Orion (OEC) as of Q3 2023, down from 197 in Q2 2023.
  • Funds reported $1.12B of Orion stock for Q3 2023, down 0.79% quarter-over-quarter.
  • 11 funds opened new Orion positions in Q3 2023 and 25 closed out, a net change of -14 holders.
  • The largest Orion buyer in Q3 2023 was GMT Capital, an estimated $7.04M added.
  • The largest Orion seller in Q3 2023 was Harvey Partners, an estimated $9.35M sold.

Based on aggregated 13F filings for Q3 2023.