Orion
OEC
158 hedge funds and large institutions have $1.74B invested in Orion in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 17 closing their positions.
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
7% more funds holding
Funds holding: 147 → 158 (+11)
4% more capital invested
Capital invested by funds: $1.68B → $1.74B (+$63.5M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 56
0.08% less ownership
Funds ownership: 91.39% → 91.31% (-0.08%)
79% less call options, than puts
Call options by funds: $1.28M | Put options by funds: $6.18M
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$53M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.3M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$13.1M |
| 4 |
Renaissance Technologies
New York
|
+$11.4M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$10.3M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$52.6M |
| 2 |
Lazard Asset Management
New York
|
-$30.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.2M |
| 4 |
Morgan Stanley
New York
|
-$12.6M |
| 5 |
Two Sigma Investments
New York
|
-$10M |
OEC Hedge Fund Activity: Q3 2018 in Review
158 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2018, worth a combined $1.74B — up 3.8% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new OEC positions and 17 closed out — a net gain of 11 holders — while 56 added to existing stakes and 56 trimmed.
The largest buyer was Ameriprise, adding an estimated $53M. The largest seller was T. Rowe Price Associates, cutting an estimated $52.6M.
- 158 institutional investors held Orion (OEC) as of Q3 2018, up from 147 in Q2 2018.
- Funds reported $1.74B of Orion stock for Q3 2018, up 3.8% quarter-over-quarter.
- 28 funds opened new Orion positions in Q3 2018 and 17 closed out, a net change of +11 holders.
- The largest Orion buyer in Q3 2018 was Ameriprise, an estimated $53M added.
- The largest Orion seller in Q3 2018 was T. Rowe Price Associates, an estimated $52.6M sold.
Based on aggregated 13F filings for Q3 2018.