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Orion
OEC

Overview Fund Activity

192 hedge funds and large institutions have $1.55B invested in Orion in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 16 closing their positions.

Holders
192
Holders Change
+10
Holders Change %
+5.49%
% of All Funds
2.82%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
27
Increased
60
Reduced
76
Closed
16
Calls
$6.55M
Puts
$1.08M
Net Calls
+$5.47M
Net Calls Change
+$7.34M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$19.1M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$17.2M
4
Man Group
4
Man Group
United Kingdom
$10.5M
5
JCA
5
Jade Capital Advisors
New Jersey
$9.1M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$11.7M
2
HAM
2
Harber Asset Management
North Carolina
$0
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$38K
4
Pzena Investment Management
4
Pzena Investment Management
New York
$84.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
QL
176
Quarry LP
New York
$22.2K 802 -749 -48%
PA
177
Parallel Advisors
California
$21.3K 767 +611 +392%
TC
178
Truvestments Capital
Florida
$19.4K 700 – –
CTWM
179
Cherry Tree Wealth Management
Minnesota
$15.4K 555 +555 New
BWM
180
BKM Wealth Management
Wisconsin
$13.9K 500 +500 New
AF
181
Advisornet Financial
Minnesota
$8.32K 300 – –
LC
182
Lindbrook Capital
California
$7.52K 271 – –
Lazard Asset Management
183
Lazard Asset Management
New York
$7K 257 -1,384 -84%
S
184
SignatureFD
Georgia
$6.43K 232 – –
BAM
185
Byrne Asset Management
New Jersey
$5.64K 200 +200 New
FFO
186
Fortitude Family Office
Arizona
$5.44K 196 +196 New
Barrow, Hanley, Mewhinney & Strauss
187
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.35K 193 – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$4K 162 +64 +65%
W
189
WealthCollab
Washington
$1.89K 68 +68 New
GI
190
GAMMA Investing
California
$1.19K 53 +53 New
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$1.11K 40 – –
BIA
192
Bell Investment Advisors
California
$777 28 +28 New
HAM
193
Harber Asset Management
North Carolina
– – -343,222 Closed
PL
194
Perpetual Ltd
Australia
– – -221,894 Closed
SCM
195
SIR Capital Management
New York
– – -117,648 Closed
Tudor Investment Corp
196
Tudor Investment Corp
Connecticut
– – -61,342 Closed
PP
197
PDT Partners
New York
– – -45,722 Closed
AWAM
198
Appian Way Asset Management
New York
– – -28,000 Closed
BFEC
199
Benjamin F. Edwards & Company
Missouri
– – -26,000 Closed
HF
200
HRT Financial
New York
– – -23,397 Closed
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8
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