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Orion Energy Systems

24 hedge funds and large institutions have $9.06M invested in Orion Energy Systems in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $6.06M → $9.06M (+$2.99M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.13% less ownership

Funds ownership: 3.59%3.46% (-0.13%)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$3.13M +$438K +47,455 +16%
AI
2
Ariel Investments
Illinois
$2.45M -$724K -78,473 -22%
ARM
3
Adirondack Research & Management
New York
$1.08M -$92.8K -10,057 -8%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.06M +$25.7K +2,790 +2%
PM
5
Penbrook Management
New York
$598K +$7.66K +830 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$352K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$102K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$59K
Bank of New York Mellon
9
Bank of New York Mellon
New York
$56K -$517 -56 -0.9%
Northern Trust
10
Northern Trust
Illinois
$49K
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$31K
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18K +$18.5K +2,010 New
BlackRock
13
BlackRock
New York
$16K +$1.28K +139 +8%
FCM
14
Firsthand Capital Management
California
$12K
TSS
15
Two Sigma Securities
New York
$11K +$11.4K +1,239 New
RCM
16
Radnor Capital Management
Pennsylvania
$10K
Ameriprise
17
Ameriprise
Minnesota
$9K
Bank of America
18
Bank of America
North Carolina
$3K
AG
19
Advisor Group
Arizona
$2K -$2.31K -250 -60%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$2K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2K +$2.31K +250 +2,500%
UBS Group
22
UBS Group
Switzerland
$1K +$812 +88 New
Macquarie Group
23
Macquarie Group
Australia
-$17K -3,031 Closed
GWI
24
Grace & White Inc
New York
-$9K -1,588 Closed
CG
25
Cutler Group
California
-$2K -390 Closed

OESX Hedge Fund Activity: Q1 2019 in Review

24 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2019, worth a combined $9.06M — up 49% from $6.06M a quarter earlier.

Fund positioning in OESX was balanced in Q1 2019: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 4 trimmed.

The largest buyer was North Star Investment Management, adding an estimated $438K. The largest seller was Ariel Investments, cutting an estimated $724K.

  • 24 institutional investors held Orion Energy Systems (OESX) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $9.06M of Orion Energy Systems stock for Q1 2019, up 49% quarter-over-quarter.
  • 4 funds opened new Orion Energy Systems positions in Q1 2019 and 4 closed out, a net change of 0 holders.
  • The largest Orion Energy Systems buyer in Q1 2019 was North Star Investment Management, an estimated $438K added.
  • The largest Orion Energy Systems seller in Q1 2019 was Ariel Investments, an estimated $724K sold.

Based on aggregated 13F filings for Q1 2019.