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Orion Energy Systems
OESX

Overview Fund Activity

52 hedge funds and large institutions have $19.4M invested in Orion Energy Systems in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
15
Closed
10
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
GWI
1
Grace & White Inc
New York
$1.31M
2
US Bancorp
2
US Bancorp
Minnesota
$567K
3
NSIM
3
North Star Investment Management
Illinois
$3.61M
4
CCM
4
Cox Capital Management
Massachusetts
$101K
5
Citadel Advisors
5
Citadel Advisors
Florida
$34.1K

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$900K
2
TCM
2
Tieton Capital Management
Washington
$2.67M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$129K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BlackRock
5
BlackRock
New York
$400K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$20.4K -$25K -1,988 -55%
SAF
27
Smith Anglin Financial
Texas
$18.9K +$3.78K +300 +25%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$18.6K – – –
KPWS
29
Kestra Private Wealth Services
Texas
$17.6K – – –
RCM
30
Radnor Capital Management
Pennsylvania
$14K +$14K +1,100 New
LPL Financial
31
LPL Financial
California
$13.1K -$7.11K -564 -35%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$12.7K +$12.7K +1,006 New
BPA
33
Beacon Pointe Advisors
California
$12.6K – – –
Morgan Stanley
34
Morgan Stanley
New York
$5.9K – – –
SWM
35
Spire Wealth Management
Virginia
$5.3K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$3.58K -$2.02K -160 -36%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2K +$1.43K +95 +250%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.88K – – –
NA
39
NewEdge Advisors
Louisiana
$1.26K – – –
HI
40
Harbour Investments
Wisconsin
$1.26K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$1K +$860 +43 +614%
PA
42
Parallel Advisors
California
$663 – – –
AF
43
Allworth Financial
California
$630 – – –
JMF
44
Johnson Midwest Financial
Iowa
$630 +$630 +50 New
TRCT
45
Tower Research Capital (TRC)
New York
$626 +$526 +42 +525%
Wells Fargo
46
Wells Fargo
California
$282 – – –
IA
47
IFP Advisors
Florida
$192 +$90 +7 +88%
EWA
48
EverSource Wealth Advisors
Alabama
$126 – – –
CFS
49
CGC Financial Services
Oregon
$63 – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$44 +$44 +4 New
1
2
3