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Orion
OEC

Overview Fund Activity

184 hedge funds and large institutions have $856M invested in Orion in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-13
Holders Change %
-6.6%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
23
Increased
67
Reduced
72
Closed
33
Calls
$10.5M
Puts
$1.51M
Net Calls
+$9.02M
Net Calls Change
+$2.61M

Top Buyers

1
ER
1
EVR Research
Virginia
$12.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$54.7M
3
PCM
3
Penn Capital Management
Pennsylvania
$8.97M
4
CCPM
4
Cooper Creek Partners Management
New York
$7.46M
5
CP
5
CenterBook Partners
Connecticut
$5.3M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.9M
2
PCM
2
Peregrine Capital Management
Minnesota
$0
3
HCM
3
Harspring Capital Management
New York
$3.47M
4
Pzena Investment Management
4
Pzena Investment Management
New York
$52.3M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$68.3M +$117K +7,435 +0.2%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$54.7M +$9.51M +602,080 +21%
Pzena Investment Management
3
Pzena Investment Management
New York
$52.3M -$5.3M -335,695 -9%
Brown Advisory
4
Brown Advisory
Maryland
$41.3M +$4.19M +265,184 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.5M +$3.68M +233,342 +12%
MPMG
6
Minneapolis Portfolio Management Group
Minnesota
$30.4M +$5.06M +320,157 +20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$29.6M -$1.6M -101,194 -5%
HP
8
Harvey Partners
New York
$28.5M +$1.76M +111,500 +7%
American Century Companies
9
American Century Companies
Missouri
$27.6M +$2.97M +188,131 +12%
Invesco
10
Invesco
Georgia
$26.7M +$741K +46,939 +3%
State Street
11
State Street
Massachusetts
$21.5M +$759K +48,015 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20.4M -$139K -8,826 -0.7%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$19.9M -$30.3M -1,918,597 -60%
DCM
14
Divisar Capital Management
California
$19.3M +$1.26M +80,000 +7%
Victory Capital Management
15
Victory Capital Management
Texas
$18M -$589K -37,306 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$15.2M +$3.63M +229,725 +31%
Charles Schwab
17
Charles Schwab
California
$15.2M +$1.34M +85,074 +10%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$14.9M -$2.97M -193,995 -17%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$14.7M +$3.62M +229,156 +33%
Boston Partners
20
Boston Partners
Massachusetts
$14.3M +$2.88M +184,139 +25%
IMC
21
Inherent Management Corp
New York
$13.5M +$13.5M +856,761 New
ER
22
EVR Research
Virginia
$12.6M +$12.6M +800,000 New
WLC
23
Walnut Level Capital
Colorado
$11.4M +$4.16M +263,320 +57%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$11.3M +$1.75M +110,911 +18%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$11M +$1.85M +117,022 +20%
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