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Orion
OEC

Overview Fund Activity

190 hedge funds and large institutions have $549M invested in Orion in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
26
Increased
77
Reduced
58
Closed
30
Calls
$13M
Puts
$610K
Net Calls
+$12.4M
Net Calls Change
+$7.27M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$48M
2
DCM
Divisar Capital Management
California
$23.2M
3
Millennium Management
Millennium Management
New York
$9.27M
4
MVP
Medina Value Partners
California
$3.76M
5
HP
Harvey Partners
New York
$25.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$6.64M
2
Victory Capital Management
Victory Capital Management
Texas
$0
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
RC
Roubaix Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pzena Investment Management
1
Pzena Investment Management
New York
$48M +$13.1M +1,248,295 +37%
BlackRock
2
BlackRock
New York
$44.7M -$679K -64,765 -1%
Brown Advisory
3
Brown Advisory
Maryland
$25.9M -$1.75M -167,177 -6%
HP
4
Harvey Partners
New York
$25.4M +$3.42M +325,995 +16%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.6M -$528K -50,322 -2%
DCM
6
Divisar Capital Management
California
$23.2M +$6.83M +650,977 +42%
American Century Companies
7
American Century Companies
Missouri
$21M +$1.16M +110,324 +6%
MPMG
8
Minneapolis Portfolio Management Group
Minnesota
$20.5M +$60.2K +5,736 +0.3%
Invesco
9
Invesco
Georgia
$18.9M +$962K +91,674 +5%
Vanguard Group
10
Vanguard Group
Pennsylvania
$17.6M -$614K -58,504 -3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$16.1M +$2.63M +251,180 +20%
State Street
12
State Street
Massachusetts
$14.2M +$278K +26,485 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.8M -$55K -5,242 -0.4%
Charles Schwab
14
Charles Schwab
California
$11.4M +$638K +60,820 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$10.2M +$48.7K +4,647 +0.5%
Millennium Management
16
Millennium Management
New York
$9.27M +$6.02M +573,444 +185%
IMC
17
Inherent Management Corp
New York
$8.99M – – –
WLC
18
Walnut Level Capital
Colorado
$8.69M -$1.94M -184,800 -18%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$6.64M -$29.9M -2,852,608 -82%
HA
20
Heartland Advisors
Wisconsin
$6.29M +$1.57M +150,000 +33%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.16M -$411K -39,209 -6%
ICM
22
Invenomic Capital Management
Massachusetts
$5.76M +$3.23M +307,651 +127%
Morgan Stanley
23
Morgan Stanley
New York
$5.31M +$2.68M +255,840 +102%
Northern Trust
24
Northern Trust
Illinois
$5.2M -$497K -47,337 -9%
CSS
25
Cubist Systematic Strategies
Connecticut
$5.02M +$1.76M +167,824 +54%
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