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Orion Energy Systems

52 hedge funds and large institutions have $28.1M invested in Orion Energy Systems in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $16.6M → $28.1M (+$11.5M)

13% more funds holding

Funds holding: 4652 (+6)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.08% less ownership

Funds ownership: 4.66%4.58% (-0.08%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
1
Calls
$114K
Puts
Net Calls
+$114K
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$11.2M -$611K -35,132 -6%
NSIM
2
North Star Investment Management
Illinois
$4.87M +$263K +15,150 +7%
ARM
3
Adirondack Research & Management
New York
$3.1M +$155K +8,900 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.64M +$187K +10,780 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.49M -$76.9K -4,422 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$995K -$20.7K -1,189 -3%
New York State Common Retirement Fund
7
New York State Common Retirement Fund
New York
$960K
Wellington Management Group
8
Wellington Management Group
Massachusetts
$753K +$603K +34,706 New
RA
9
Royce & Associates
New York
$412K
CIS
10
Connors Investor Services
Pennsylvania
$353K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$252K +$20.5K +1,178 +11%
Prudential Financial
12
Prudential Financial
New Jersey
$199K
BFA
13
BlackRock Fund Advisors
California
$159K +$3.96K +228 +3%
Bank of America
14
Bank of America
North Carolina
$158K -$1.23K -71 -1%
Goldman Sachs
15
Goldman Sachs
New York
$146K +$84.3K +4,850 +260%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$144K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$144K +$2.94K +169 +3%
Northern Trust
18
Northern Trust
Illinois
$90K +$191 +11 +0.3%
OIA
19
Optimum Investment Advisors
Illinois
$87K
AIM
20
Acrospire Investment Management
Illinois
$85K +$68.2K +3,924 New
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$79K -$26.6K -1,533 -30%
Morgan Stanley
22
Morgan Stanley
New York
$65K +$49.9K +2,868 +2,206%
VKH
23
Virtu KCG Holdings
New York
$63K +$50.2K +2,890 New
ARTA
24
A.R.T. Advisors
New York
$61K +$49.6K +2,856 New
Deutsche Bank
25
Deutsche Bank
Germany
$56K +$44.9K +2,585 +7,603%

OESX Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2016, worth a combined $28.1M — up 70% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OESX positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $603K. The largest seller was Ariel Investments, cutting an estimated $611K.

  • 52 institutional investors held Orion Energy Systems (OESX) as of Q4 2016, up from 46 in Q3 2016.
  • Funds reported $28.1M of Orion Energy Systems stock for Q4 2016, up 70% quarter-over-quarter.
  • 7 funds opened new Orion Energy Systems positions in Q4 2016 and 1 closed out, a net change of +6 holders.
  • The largest Orion Energy Systems buyer in Q4 2016 was Wellington Management Group, an estimated $603K added.
  • The largest Orion Energy Systems seller in Q4 2016 was Ariel Investments, an estimated $611K sold.

Based on aggregated 13F filings for Q4 2016.