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Orion
OEC

Overview Fund Activity

196 hedge funds and large institutions have $1.27B invested in Orion in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
30
Increased
76
Reduced
60
Closed
24
Calls
$9.02M
Puts
$663K
Net Calls
+$8.36M
Net Calls Change
+$2.89M

Top Buyers

1
Millennium Management
Millennium Management
New York
$26.6M
2
CCPM
Cooper Creek Partners Management
New York
$11.9M
3
Brown Advisory
Brown Advisory
Maryland
$43.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$23.8M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$61.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$26.9M
2
GC
GMT Capital
Georgia
$0
3
PA
Pantechnicon Advisors
United Kingdom
$3.93M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.69M
5
2L
22NW LP
Washington
$7.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$18.9K -$1.39K -59 -7%
TC
177
Truvestments Capital
Florida
$16.5K – – –
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$16K +$12.2K +520 +321%
TRCT
179
Tower Research Capital (TRC)
New York
$14.4K -$427K -18,158 -97%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$13.1K – – –
AF
181
Advisornet Financial
Minnesota
$7.06K – – –
SWM
182
Spire Wealth Management
Virginia
$7.03K +$7.03K +299 New
LC
183
Lindbrook Capital
California
$6.42K +$47 +2 +0.7%
S
184
SignatureFD
Georgia
$5.46K – – –
FFO
185
Fortitude Family Office
Arizona
$4.61K – – –
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.54K – – –
PA
187
Parallel Advisors
California
$3.67K -$14.4K -611 -80%
QCG
188
Quadrant Capital Group
Ohio
$2.28K +$2.28K +97 New
FHA
189
First Horizon Advisors
Tennessee
$1.86K +$1.86K +79 New
GI
190
GAMMA Investing
California
$1.69K +$447 +19 +36%
W
191
WealthCollab
Washington
$1.6K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$941 – – –
EWA
193
EverSource Wealth Advisors
Alabama
$568 +$568 +24 New
FIA
194
FNY Investment Advisers
New York
$349 +$349 +14,840 New
AWM
195
Avior Wealth Management
Nebraska
$258 +$258 +11 New
RIL
196
Rothschild Investment LLC
Illinois
$118 +$118 +5 New
GC
197
GMT Capital
Georgia
– -$33M -1,189,277 Closed
SIC
198
Schwartz Investment Counsel
Michigan
– -$3.37M -121,597 Closed
AWM
199
AE Wealth Management
Kansas
– -$1.55M -69,027 Closed
IA
200
Inspire Advisors
Idaho
– -$1.39M -49,968 Closed
5 6 7
8
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