Orion
OEC
157 hedge funds and large institutions have $747M invested in Orion in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 28 closing their positions.
3.47% more ownership
Funds ownership: 88.58% → 92.04% (+3.5%)
7% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 57
7% less funds holding
Funds holding: 169 → 157 (-12)
11% less capital invested
Capital invested by funds: $838M → $747M (-$91M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
38% less call options, than puts
Call options by funds: $5.61M | Put options by funds: $9.04M
43% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$36M |
| 2 |
HP
Harvey Partners
Tarrytown,
New York
|
+$14.8M |
| 3 |
Pzena Investment Management
New York
|
+$12.9M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$8.11M |
| 5 |
PG
Pendal Group
Sydney,
Australia
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$66.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$10.2M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$8.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.33M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$5.51M |
OEC Hedge Fund Activity: Q3 2022 in Review
157 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q3 2022, worth a combined $747M — down 11% from $838M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of OEC and 16 opened new positions — a net loss of 12 holders — while 57 trimmed existing stakes and 53 added.
The largest buyer was Hawk Ridge Capital Management, adding an estimated $36M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $66.1M sold.
- 157 institutional investors held Orion (OEC) as of Q3 2022, down from 169 in Q2 2022.
- Funds reported $747M of Orion stock for Q3 2022, down 11% quarter-over-quarter.
- 16 funds opened new Orion positions in Q3 2022 and 28 closed out, a net change of -12 holders.
- The largest Orion buyer in Q3 2022 was Hawk Ridge Capital Management, an estimated $36M added.
- The largest Orion seller in Q3 2022 was T. Rowe Price Associates, an estimated $66.1M sold.
Based on aggregated 13F filings for Q3 2022.