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Orion Energy Systems
OESX

Overview Fund Activity

57 hedge funds and large institutions have $26.6M invested in Orion Energy Systems in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kanen Wealth Management
Florida
$3.53M
2
NSIM
2
North Star Investment Management
Illinois
$4.47M
3
TCM
3
Tieton Capital Management
Washington
$3.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.3K
5
CIS
5
Connors Investor Services
Pennsylvania
$234K

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$2.05M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$303K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$58.6K
5
RCM
5
Radnor Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$27.7K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$26.3K +$26.3K +1,611 New
LPL Financial
28
LPL Financial
California
$26.2K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$24.1K – – –
FCM
30
Firsthand Capital Management
California
$22.8K – – –
KPWS
31
Kestra Private Wealth Services
Texas
$22.8K – – –
PVI
32
Pine Valley Investments
New Jersey
$22.5K -$15.2K -940 -40%
SAF
33
Smith Anglin Financial
Texas
$19.6K – – –
BPA
34
Beacon Pointe Advisors
California
$16.3K – – –
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$13K – – –
Morgan Stanley
36
Morgan Stanley
New York
$7.64K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$7.24K -$2.12K -130 -23%
SWM
38
Spire Wealth Management
Virginia
$6.85K – – –
GRP
39
Global Retirement Partners
California
$4.89K +$4.89K +300 New
Bank of America
40
Bank of America
North Carolina
$4.4K – – –
UBS Group
41
UBS Group
Switzerland
$4.05K -$2.03K -125 -33%
TIM
42
Thompson Investment Management
Wisconsin
$3.26K – – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.43K – – –
HI
44
Harbour Investments
Wisconsin
$1.63K – – –
NA
45
NewEdge Advisors
Louisiana
$1.63K +$489 +30 +43%
CWM
46
CarsonAllaria Wealth Management
Illinois
$1.1K -$1.93K -119 -64%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1K -$237 -9 -19%
PA
48
Parallel Advisors
California
$857 – – –
AF
49
Allworth Financial
California
$815 – – –
Wells Fargo
50
Wells Fargo
California
$353 +$16 +1 +5%
1
2
3