Orion
OEC
185 hedge funds and large institutions have $859M invested in Orion in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 33 closing their positions.
596% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $1.51M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
3.12% more ownership
Funds ownership: 91.15% → 94.27% (+3.1%)
6% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 72
7% less funds holding
Funds holding: 198 → 185 (-13)
9% less capital invested
Capital invested by funds: $947M → $859M (-$88.6M)
30% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ER
EVR Research
Richmond,
Virginia
|
+$13.5M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$10.2M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$9.6M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
+$7.99M |
| 5 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$32.4M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$7.12M |
| 3 |
HCM
Harspring Capital Management
New York
|
-$5.83M |
| 4 |
Pzena Investment Management
New York
|
-$5.67M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$4.07M |
OEC Hedge Fund Activity: Q4 2024 in Review
185 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Orion (OEC) for Q4 2024, worth a combined $859M — down 9.4% from $947M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of OEC and 23 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 68 added.
The largest buyer was EVR Research, opening a new position worth an estimated $13.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $32.4M.
- 185 institutional investors held Orion (OEC) as of Q4 2024, down from 198 in Q3 2024.
- Funds reported $859M of Orion stock for Q4 2024, down 9.4% quarter-over-quarter.
- 23 funds opened new Orion positions in Q4 2024 and 33 closed out, a net change of -10 holders.
- The largest Orion buyer in Q4 2024 was EVR Research, an estimated $13.5M added.
- The largest Orion seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2024.