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56 hedge funds and large institutions have $358M invested in Orion in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more capital invested

Capital invested by funds: $307M → $358M (+$50.8M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.28% more ownership

Funds ownership: 27.98%30.27% (+2.3%)

11% less funds holding

Funds holding: 6356 (-7)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
56
Holders Change
-7
Holders Change %
-11.11%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
8
Increased
22
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$98.1M +$117K +6,786 New
RA
2
Rovida Advisors
Florida
$36.6M +$43.6M +2,535,553 New
BCM
3
Brigade Capital Management
New York
$27.7M +$11.9M +691,728 +57%
LCM
4
Lakewood Capital Management
New York
$25.6M
Ameriprise
5
Ameriprise
Minnesota
$22.6M +$1.35M +78,430 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$19.6M +$2.49M +145,109 +12%
Victory Capital Management
7
Victory Capital Management
Texas
$18.9M -$13.9M -810,200 -38%
CC
8
Clearline Capital
New York
$11.3M +$619K +36,008 +5%
DGHMC
9
Dalton, Greiner, Hartman, Maher & Co
New York
$9.64M +$3.74M +217,272 +48%
OA
10
Omega Advisors
New York
$9.1M
Citadel Advisors
11
Citadel Advisors
Florida
$8.65M -$985K -57,279 -9%
NM
12
Nokota Management
New York
$8.19M -$5.54M -322,389 -36%
HP
13
Harvey Partners
New York
$7.59M +$2.11M +122,500 +30%
Renaissance Technologies
14
Renaissance Technologies
New York
$6.03M -$900K -52,335 -11%
SAM
15
Scopus Asset Management
New York
$5.97M +$129K +7,533 +2%
SLCM
16
Seven Locks Capital Management
New York
$5.26M +$2.43M +141,452 +63%
ERSOT
17
Employees Retirement System of Texas
Texas
$4.86M +$1.98M +115,000 +52%
WMSA
18
Weiss Multi-Strategy Advisers
New York
$4.66M -$916K -53,303 -14%
PI
19
Putnam Investments
Massachusetts
$4.02M +$511K +29,731 +12%
ICM
20
Ionic Capital Management
New York
$2.67M -$3.38M -196,502 -52%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$2.63M +$116K +6,771 +4%
NCM
22
Newland Capital Management
New York
$2.63M +$1.36M +78,996 +77%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$2.4M -$371K -21,590 -12%
Citigroup
24
Citigroup
New York
$1.58M +$1.73M +100,666 +1,190%
HIP
25
Hatteras Investment Partners
North Carolina
$1.22M

OEC Hedge Fund Activity: Q3 2015 in Review

56 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2015, worth a combined $358M — up 17% from $307M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OEC and 8 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Brigade Capital Management, adding an estimated $11.9M. The largest seller was Victory Capital Management, cutting an estimated $13.9M.

  • 56 institutional investors held Orion (OEC) as of Q3 2015, down from 63 in Q2 2015.
  • Funds reported $358M of Orion stock for Q3 2015, up 17% quarter-over-quarter.
  • 8 funds opened new Orion positions in Q3 2015 and 14 closed out, a net change of -6 holders.
  • The largest Orion buyer in Q3 2015 was Brigade Capital Management, an estimated $11.9M added.
  • The largest Orion seller in Q3 2015 was Victory Capital Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2015.