Orion Energy Systems
OESX
69 hedge funds and large institutions have $55.7M invested in Orion Energy Systems in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
228% more call options, than puts
Call options by funds: $289K | Put options by funds: $88K
25% more funds holding
Funds holding: 55 → 69 (+14)
24% more capital invested
Capital invested by funds: $45M → $55.7M (+$10.7M)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
0.56% more ownership
Funds ownership: 4.4% → 4.96% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGI
EAM Global Investors
Solana Beach,
California
|
+$2.43M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$2.12M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.9M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.58M |
| 5 |
Millennium Management
New York
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.86M |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
-$841K |
| 3 |
AIM
Alambic Investment Management
Belvedere,
California
|
-$709K |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$465K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$429K |
OESX Hedge Fund Activity: Q1 2020 in Review
69 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2020, worth a combined $55.7M — up 24% from $45M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new OESX positions and 6 closed out — a net gain of 16 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was EAM Global Investors, opening a new position worth an estimated $2.43M. The largest seller was North Star Investment Management, cutting an estimated $1.86M.
- 69 institutional investors held Orion Energy Systems (OESX) as of Q1 2020, up from 55 in Q4 2019.
- Funds reported $55.7M of Orion Energy Systems stock for Q1 2020, up 24% quarter-over-quarter.
- 22 funds opened new Orion Energy Systems positions in Q1 2020 and 6 closed out, a net change of +16 holders.
- The largest Orion Energy Systems buyer in Q1 2020 was EAM Global Investors, an estimated $2.43M added.
- The largest Orion Energy Systems seller in Q1 2020 was North Star Investment Management, an estimated $1.86M sold.
Based on aggregated 13F filings for Q1 2020.