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Orion Energy Systems

52 hedge funds and large institutions have $34.2M invested in Orion Energy Systems in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more call options, than puts

Call options by funds: $739K | Put options by funds: $164K

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

24% more funds holding

Funds holding: 4252 (+10)

6% more capital invested

Capital invested by funds: $32.2M → $34.2M (+$1.96M)

0.35% more ownership

Funds ownership: 3.63%3.98% (+0.35%)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
16
Reduced
11
Closed
7
Calls
$739K
Puts
$164K
Net Calls
+$575K
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$84K +$26.3K +921 +46%
ARTA
27
A.R.T. Advisors
New York
$79K +$78.7K +2,756 New
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$76K
JP Morgan Chase
29
JP Morgan Chase
New York
$72K +$72.1K +2,525 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$58K -$44.7K -1,564 -43%
Simplex Trading
31
Simplex Trading
Illinois
$58K +$58.3K +2,039 New
Group One Trading
32
Group One Trading
Illinois
$54K +$51.6K +1,806 +2,029%
Two Sigma Investments
33
Two Sigma Investments
New York
$52K +$4.51K +158 +10%
FCM
34
Firsthand Capital Management
California
$40K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$37K -$19.4K -678 -34%
Squarepoint
36
Squarepoint
New York
$35K +$35.2K +1,231 New
RCM
37
Radnor Capital Management
Pennsylvania
$31K
Deutsche Bank
38
Deutsche Bank
Germany
$17K -$289K -10,120 -94%
PFO
39
Pathstone Family Office
New Jersey
$17K
SPIA
40
Steward Partners Investment Advisory
New York
$17K +$17.1K +600 New
Victory Capital Management
41
Victory Capital Management
Texas
$13K +$12.9K +453 New
Bank of America
42
Bank of America
North Carolina
$12K +$714 +25 +6%
UBS Group
43
UBS Group
Switzerland
$10K +$6.68K +234 +227%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$8.55K +$8.57K +300 New
AG
45
Advisor Group
Arizona
$7K -$714 -25 -10%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$7K +$371 +13 +5%
WEC
47
Winslow Evans & Crocker
Massachusetts
$6K +$4.51K +158 New
PAM
48
Panagora Asset Management
Massachusetts
$5K +$5K +175 New
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4.29K +150 New
US Bancorp
50
US Bancorp
Minnesota
$3K +$2.86K +100 New

OESX Hedge Fund Activity: Q3 2019 in Review

52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2019, worth a combined $34.2M — up 6.1% from $32.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OESX positions and 7 closed out — a net gain of 10 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $1.43M. The largest seller was Ariel Investments, cutting an estimated $1.34M.

  • 52 institutional investors held Orion Energy Systems (OESX) as of Q3 2019, up from 42 in Q2 2019.
  • Funds reported $34.2M of Orion Energy Systems stock for Q3 2019, up 6.1% quarter-over-quarter.
  • 17 funds opened new Orion Energy Systems positions in Q3 2019 and 7 closed out, a net change of +10 holders.
  • The largest Orion Energy Systems buyer in Q3 2019 was Heartland Advisors, an estimated $1.43M added.
  • The largest Orion Energy Systems seller in Q3 2019 was Ariel Investments, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2019.