Orion
OEC
197 hedge funds and large institutions have $1.13B invested in Orion in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 90 reducing their positions, and 22 closing their positions.
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
1% more funds holding
Funds holding: 195 → 197 (+2)
0.77% more ownership
Funds ownership: 89.73% → 90.5% (+0.77%)
0% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $12.4M
19% less capital invested
Capital invested by funds: $1.4B → $1.13B (-$273M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
34% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$7.68M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$7.49M |
| 4 |
Two Sigma Advisers
New York
|
+$4.71M |
| 5 |
Morgan Stanley
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$15.4M |
| 2 |
Pzena Investment Management
New York
|
-$11M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.56M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$6.01M |
OEC Hedge Fund Activity: Q2 2023 in Review
197 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q2 2023, worth a combined $1.13B — down 19% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new OEC positions and 22 closed out — a net gain of 3 holders — while 59 added to existing stakes and 90 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was William Blair Investment Management, cutting an estimated $15.4M.
- 197 institutional investors held Orion (OEC) as of Q2 2023, up from 195 in Q1 2023.
- Funds reported $1.13B of Orion stock for Q2 2023, down 19% quarter-over-quarter.
- 25 funds opened new Orion positions in Q2 2023 and 22 closed out, a net change of +3 holders.
- The largest Orion buyer in Q2 2023 was Fidelity Investments, an estimated $17.2M added.
- The largest Orion seller in Q2 2023 was William Blair Investment Management, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2023.