Orion
OEC
144 hedge funds and large institutions have $417M invested in Orion in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 21 closing their positions.
1,875% more call options, than puts
Call options by funds: $79K | Put options by funds: $4K
76% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 21
31% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 42
13% more funds holding
Funds holding: 128 → 144 (+16)
0.79% less ownership
Funds ownership: 93.55% → 92.77% (-0.79%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
62% less capital invested
Capital invested by funds: $1.09B → $417M (-$670M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$24.4M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$16.3M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$14.3M |
| 4 |
MPMG
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
+$9.07M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$36.4M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
-$17.2M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.07M |
| 5 |
Millennium Management
New York
|
-$7.25M |
OEC Hedge Fund Activity: Q1 2020 in Review
144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q1 2020, worth a combined $417M — down 62% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new OEC positions and 21 closed out — a net gain of 16 holders — while 55 added to existing stakes and 42 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $24.4M. The largest seller was Fidelity Investments, cutting an estimated $38.7M.
- 144 institutional investors held Orion (OEC) as of Q1 2020, up from 128 in Q4 2019.
- Funds reported $417M of Orion stock for Q1 2020, down 62% quarter-over-quarter.
- 37 funds opened new Orion positions in Q1 2020 and 21 closed out, a net change of +16 holders.
- The largest Orion buyer in Q1 2020 was Victory Capital Management, an estimated $24.4M added.
- The largest Orion seller in Q1 2020 was Fidelity Investments, an estimated $38.7M sold.
Based on aggregated 13F filings for Q1 2020.