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Orion
OEC

Overview Fund Activity

197 hedge funds and large institutions have $946M invested in Orion in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 28 closing their positions.

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
2.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
32
Increased
90
Reduced
53
Closed
28
Calls
$10.1M
Puts
$3.67M
Net Calls
+$6.41M
Net Calls Change
-$5.71M

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$65M
2
Invesco
2
Invesco
Georgia
$29.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$12.5M
4
DCM
4
Divisar Capital Management
California
$20.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$10.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.1M
2
CCPM
2
Cooper Creek Partners Management
New York
$0
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$56.7M
4
First Manhattan
4
First Manhattan
New York
$374K
5
TAM
5
Tocqueville Asset Management
New York
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.9M 4,316,870 +99,105 +2%
Pzena Investment Management
2
Pzena Investment Management
New York
$65M 3,647,985 +954,398 +35%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$56.7M 3,181,205 -529,434 -14%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$50.9M 2,859,870 +135,731 +5%
Brown Advisory
5
Brown Advisory
Maryland
$41.9M 2,352,103 +39,483 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$35.1M 1,972,934 +108,690 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$34.8M 1,953,600 +75,894 +4%
HP
8
Harvey Partners
New York
$30.2M 1,696,000 +146,500 +9%
Invesco
9
Invesco
Georgia
$29.3M 1,645,360 +430,441 +35%
MPMG
10
Minneapolis Portfolio Management Group
Minnesota
$28.5M 1,602,541 -28,588 -2%
American Century Companies
11
American Century Companies
Missouri
$27.8M 1,559,052 +211,914 +16%
State Street
12
State Street
Massachusetts
$23.4M 1,311,562 -595 -0%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.2M 1,301,158 +5,378 +0.4%
Victory Capital Management
14
Victory Capital Management
Texas
$21M 1,179,181 +198,182 +20%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$20.8M 1,166,671 -215 -0%
DCM
16
Divisar Capital Management
California
$20.4M 1,143,324 +338,242 +42%
IG
17
Inherent Group
New York
$17.9M 1,004,761 -38,000 -4%
Charles Schwab
18
Charles Schwab
California
$15.6M 875,275 +34,183 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$13.1M 732,958 -1,961,039 -73%
Boston Partners
20
Boston Partners
Massachusetts
$12.8M 728,513 +108,243 +17%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$12.5M 699,269 +372,625 +114%
Renaissance Technologies
22
Renaissance Technologies
New York
$11.1M 623,596 -117,200 -16%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$10.8M 606,466 +7,586 +1%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$10.3M 577,557 +286,579 +98%
Millennium Management
25
Millennium Management
New York
$10.2M 569,973 -7,179 -1%
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