OEC icon

Orion
OEC

Overview Fund Activity

195 hedge funds and large institutions have $1.4B invested in Orion in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+26
Holders Change %
+15.38%
% of All Funds
3.12%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
42
Increased
57
Reduced
72
Closed
14
Calls
$22.4M
Puts
$15.9M
Net Calls
+$6.55M
Net Calls Change
+$6.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$51.1M
2
Brown Advisory
Brown Advisory
Maryland
$21.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$23.2M
4
Millennium Management
Millennium Management
New York
$28.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.39M

Top Sellers

1
HRCM
Hawk Ridge Capital Management
California
$9.52M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$6.56M
3
Pzena Investment Management
Pzena Investment Management
New York
$93.1M
4
ICM
Invenomic Capital Management
Massachusetts
$0
5
William Blair Investment Management
William Blair Investment Management
Illinois
$77.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$106M -$2.71M -103,807 -2%
Pzena Investment Management
2
Pzena Investment Management
New York
$93.1M -$20.2M -774,145 -18%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$87.2M -$7.94M -304,252 -8%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$77.6M -$9.71M -372,252 -11%
IG
5
Inherent Group
New York
$71.5M – – –
HP
6
Harvey Partners
New York
$53M -$1.29M -49,400 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$51.1M +$37.8M +1,447,702 +282%
MPMG
8
Minneapolis Portfolio Management Group
Minnesota
$51M -$497K -19,059 -1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$40.5M +$583K +22,344 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.3M +$6.42M +245,981 +21%
Invesco
11
Invesco
Georgia
$34.1M +$460K +17,628 +1%
State Street
12
State Street
Massachusetts
$31.5M +$653K +25,026 +2%
2L
13
22NW LP
Washington
$28.7M -$7.3M -279,937 -20%
Renaissance Technologies
14
Renaissance Technologies
New York
$28.5M -$2.44M -93,400 -8%
Millennium Management
15
Millennium Management
New York
$28.4M +$9.61M +368,439 +51%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$28.2M +$1.04M +40,012 +4%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$23.2M +$12M +458,276 +106%
Brown Advisory
18
Brown Advisory
Maryland
$21.8M +$21.8M +835,830 New
PA
19
Pantechnicon Advisors
United Kingdom
$21.5M -$7.96M -305,000 -27%
Charles Schwab
20
Charles Schwab
California
$21.3M -$311K -11,935 -1%
GC
21
GMT Capital
Georgia
$19.3M +$4.51M +172,900 +31%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$17.5M +$713K +27,324 +4%
HCM
23
Harspring Capital Management
New York
$16.6M +$5.61M +215,000 +51%
TAM
24
Tocqueville Asset Management
New York
$16.3M +$166K +6,350 +1%
DCM
25
Divisar Capital Management
California
$14.6M -$1.04M -40,000 -7%
1
2 3 4 5