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Orion Energy Systems
OESX

Overview Fund Activity

55 hedge funds and large institutions have $32.6M invested in Orion Energy Systems in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
11
Closed
8
Calls
$60K
Puts
$3K
Net Calls
+$57K
Net Calls Change
-$33K

Top Buyers

1
KWM
1
Kanen Wealth Management
Florida
$3.77M
2
TCM
2
Tieton Capital Management
Washington
$4.46M
3
NSIM
3
North Star Investment Management
Illinois
$5.39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$114K
5
HA
5
Heartland Advisors
Wisconsin
$2.78M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$2.31M
2
MHP
2
Manatuck Hill Partners
Connecticut
$0
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$759K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$446K
5
NA
5
NewEdge Advisors
Louisiana
$1.43K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$45.5K 22,418 +22,418 New
Charles Schwab
27
Charles Schwab
California
$34.5K 16,987 – –
LPL Financial
28
LPL Financial
California
$32.6K 16,045 +1,950 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$30K 14,800 – –
FCM
30
Firsthand Capital Management
California
$28.4K 14,000 – –
KPWS
31
Kestra Private Wealth Services
Texas
$28.4K 14,000 +14,000 New
SAF
32
Smith Anglin Financial
Texas
$24.4K 12,000 – –
RCM
33
Radnor Capital Management
Pennsylvania
$22K 11,000 – –
BPA
34
Beacon Pointe Advisors
California
$20.3K 10,000 – –
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$16K 8,190 -4,518 -36%
Osaic Holdings
36
Osaic Holdings
Arizona
$11.7K 5,740 – –
Morgan Stanley
37
Morgan Stanley
New York
$9.51K 4,685 – –
SWM
38
Spire Wealth Management
Virginia
$8.54K 4,205 – –
UBS Group
39
UBS Group
Switzerland
$7.59K 3,738 +3,738 New
Bank of America
40
Bank of America
North Carolina
$5.48K 2,699 -34 -1%
TIM
41
Thompson Investment Management
Wisconsin
$4.06K 2,000 +2,000 New
CWM
42
CarsonAllaria Wealth Management
Illinois
$3.79K 1,868 – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.02K 1,488 – –
HI
44
Harbour Investments
Wisconsin
$2.03K 1,000 – –
ASN
45
Advisory Services Network
Georgia
$1.86K 915 – –
NA
46
NewEdge Advisors
Louisiana
$1.43K 702 -25,546 -97%
BAM
47
Belpointe Asset Management
Nevada
$1.22K 600 – –
PA
48
Parallel Advisors
California
$1.07K 526 – –
AF
49
Allworth Financial
California
$1.02K 500 +500 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1K 469 +469 New
1
2
3