Orion Energy Systems
OESX
41 hedge funds and large institutions have $25.1M invested in Orion Energy Systems in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 7 closing their positions.
44% more capital invested
Capital invested by funds: $17.5M → $25.1M (+$7.62M)
0.33% less ownership
Funds ownership: 3.49% → 3.17% (-0.33%)
5% less funds holding
Funds holding: 43 → 41 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$399K |
| 2 |
Renaissance Technologies
New York
|
+$146K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$85.5K |
| 4 |
N
Natixis
Paris,
France
|
+$36.4K |
| 5 |
Morgan Stanley
New York
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$974K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$270K |
| 3 |
WI
WHV Investments
San Francisco,
California
|
-$202K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$165K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$161K |
OESX Hedge Fund Activity: Q3 2013 in Review
41 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2013, worth a combined $25.1M — up 44% from $17.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of OESX and 5 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $399K. The largest seller was Ariel Investments, cutting an estimated $974K.
- 41 institutional investors held Orion Energy Systems (OESX) as of Q3 2013, down from 43 in Q2 2013.
- Funds reported $25.1M of Orion Energy Systems stock for Q3 2013, up 44% quarter-over-quarter.
- 5 funds opened new Orion Energy Systems positions in Q3 2013 and 7 closed out, a net change of -2 holders.
- The largest Orion Energy Systems buyer in Q3 2013 was Essex Investment Management, an estimated $399K added.
- The largest Orion Energy Systems seller in Q3 2013 was Ariel Investments, an estimated $974K sold.
Based on aggregated 13F filings for Q3 2013.