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Orion Energy Systems

69 hedge funds and large institutions have $55.7M invested in Orion Energy Systems in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

228% more call options, than puts

Call options by funds: $289K | Put options by funds: $88K

25% more funds holding

Funds holding: 5569 (+14)

23% more capital invested

Capital invested by funds: $45.2M → $55.7M (+$10.5M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.56% more ownership

Funds ownership: 4.4%4.96% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
20
Reduced
17
Closed
6
Calls
$289K
Puts
$88K
Net Calls
+$201K
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
ALPS Advisors
Colorado
$338K +$400K +9,126 New
AIM
27
Alambic Investment Management
California
$326K -$709K -16,197 -65%
CAM
28
ClariVest Asset Management
California
$319K +$378K +8,620 New
Wells Fargo
29
Wells Fargo
California
$287K +$1.8K +41 +0.5%
Northern Trust
30
Northern Trust
Illinois
$229K +$62.9K +1,437 +30%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$210K +$248K +5,667 New
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$205K -$47.7K -1,090 -16%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$144K +$15.5K +354 +10%
AAMU
34
Amundi Asset Management US
Massachusetts
$137K +$162K +3,697 New
B
35
Bailard
California
$133K -$80.1K -1,830 -34%
Bank of America
36
Bank of America
North Carolina
$114K +$118K +2,699 +692%
SEI Investments
37
SEI Investments
Pennsylvania
$113K +$133K +3,041 New
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$111K
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$110K +$130K +2,960 New
IWP
40
IAG Wealth Partners
Wisconsin
$89K
Russell Investments Group
41
Russell Investments Group
United Kingdom
$72K -$46K -1,050 -35%
GPFA
42
Game Plan Financial Advisors
Ohio
$70K -$66.6K -1,520 -45%
RWM
43
Ritholtz Wealth Management
New York
$67K +$79.4K +1,813 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$62K -$48.8K -1,114 -40%
Wolverine Trading
45
Wolverine Trading
Illinois
$60K +$71.7K +1,637 New
QC
46
Quadrature Capital
United Kingdom
$59K +$70.1K +1,601 New
FCM
47
Firsthand Capital Management
California
$52K
BCM
48
Bayesian Capital Management
New York
$44K +$52.1K +1,190 New
ECM
49
ExodusPoint Capital Management
New York
$42K +$49.9K +1,140 New
RCM
50
Radnor Capital Management
Pennsylvania
$41K

OESX Hedge Fund Activity: Q1 2020 in Review

69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2020, worth a combined $55.7M — up 23% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OESX positions and 6 closed out — a net gain of 16 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was EAM Global Investors, opening a new position worth an estimated $2.43M. The largest seller was North Star Investment Management, cutting an estimated $1.86M.

  • 69 institutional investors held Orion Energy Systems (OESX) as of Q1 2020, up from 55 in Q4 2019.
  • Funds reported $55.7M of Orion Energy Systems stock for Q1 2020, up 23% quarter-over-quarter.
  • 22 funds opened new Orion Energy Systems positions in Q1 2020 and 6 closed out, a net change of +16 holders.
  • The largest Orion Energy Systems buyer in Q1 2020 was EAM Global Investors, an estimated $2.43M added.
  • The largest Orion Energy Systems seller in Q1 2020 was North Star Investment Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2020.