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Orion Energy Systems
OESX

Overview Fund Activity

38 hedge funds and large institutions have $16.5M invested in Orion Energy Systems in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-9
Holders Change %
-19.15%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
8
Closed
12
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$133K

Top Buyers

1
AI
1
Ariel Investments
Illinois
$6.38M
2
NSIM
2
North Star Investment Management
Illinois
$3.62M
3
IH
3
IFC Holdings
Florida
$128K
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$730K
5
Wells Fargo
5
Wells Fargo
California
$76K

Top Sellers

1
EWM
1
Evercore Wealth Management
New York
$0
2
ARM
2
Adirondack Research & Management
New York
$1.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$814K
5
FIM
5
Freedom Investment Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$13K – – –
State Street
27
State Street
Massachusetts
$13K – – –
UBS Group
28
UBS Group
Switzerland
$6K +$5.46K +406 +1,015%
TRCT
29
Tower Research Capital (TRC)
New York
$5K +$3.13K +257 +167%
Deutsche Bank
30
Deutsche Bank
Germany
$4K -$29.3K -2,568 -88%
CG
31
Cutler Group
California
$4K – – –
NFA
32
Nationwide Fund Advisors
Ohio
$4K – – –
Barclays
33
Barclays
United Kingdom
$4K +$4K +274 New
Bessemer Group
34
Bessemer Group
New Jersey
$3K – – –
Morgan Stanley
35
Morgan Stanley
New York
$2K -$40.9K -2,679 -95%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +180 New
AG
37
Advisor Group
Arizona
$1K – – –
EWM
38
Evercore Wealth Management
New York
– -$210K -10,622 Closed
Goldman Sachs
39
Goldman Sachs
New York
– -$86K -4,337 Closed
FIM
40
Freedom Investment Management
Connecticut
– -$62K -3,138 Closed
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
– -$59K -2,974 Closed
TAM
42
Trillium Asset Management
Massachusetts
– -$29K -1,458 Closed
TDC
43
Thompson Davis & Co
Virginia
– -$26K -1,300 Closed
AIM
44
Acrospire Investment Management
Illinois
– -$26K -1,292 Closed
IA
45
IFP Advisors
Florida
– -$10K -500 Closed
Simplex Trading
46
Simplex Trading
Illinois
– -$9K -477 Closed
Federated Hermes
47
Federated Hermes
Pennsylvania
– -$1K -45 Closed
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