Orion
OEC
128 hedge funds and large institutions have $1.09B invested in Orion in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 17 closing their positions.
263% more call options, than puts
Call options by funds: $385K | Put options by funds: $106K
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
15% more capital invested
Capital invested by funds: $948M → $1.09B (+$139M)
8% more funds holding
Funds holding: 119 → 128 (+9)
0.65% less ownership
Funds ownership: 94.2% → 93.55% (-0.65%)
11% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 47
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPMG
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
+$11.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$11.7M |
| 3 |
SAM
Scopus Asset Management
New York
|
+$4.25M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$4.05M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$16M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.18M |
| 3 |
Millennium Management
New York
|
-$8.09M |
| 4 |
HP
Harvey Partners
Tarrytown,
New York
|
-$4.86M |
| 5 |
BHC
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
-$4.61M |
OEC Hedge Fund Activity: Q4 2019 in Review
128 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2019, worth a combined $1.09B — up 15% from $948M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new OEC positions and 17 closed out — a net gain of 9 holders — while 42 added to existing stakes and 47 trimmed.
The largest buyer was Minneapolis Portfolio Management Group, adding an estimated $11.7M. The largest seller was Victory Capital Management, cutting an estimated $16M.
- 128 institutional investors held Orion (OEC) as of Q4 2019, up from 119 in Q3 2019.
- Funds reported $1.09B of Orion stock for Q4 2019, up 15% quarter-over-quarter.
- 26 funds opened new Orion positions in Q4 2019 and 17 closed out, a net change of +9 holders.
- The largest Orion buyer in Q4 2019 was Minneapolis Portfolio Management Group, an estimated $11.7M added.
- The largest Orion seller in Q4 2019 was Victory Capital Management, an estimated $16M sold.
Based on aggregated 13F filings for Q4 2019.