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Orion Energy Systems

56 hedge funds and large institutions have $28.6M invested in Orion Energy Systems in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $24.3M → $28.6M (+$4.25M)

8% more funds holding

Funds holding: 5256 (+4)

0% less ownership

Funds ownership: 4.99%4.98% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
15
Closed
8
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
+$84K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$4.76M +$388K +20,928 +9%
TCM
2
Tieton Capital Management
Washington
$3.8M -$25.7K -1,385 -0.7%
KWM
3
Kanen Wealth Management
Florida
$3.03M +$2.25K +121 +0.1%
HA
4
Heartland Advisors
Wisconsin
$2.44M +$268K +14,435 +12%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.34M -$170K -9,140 -7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.3M +$5.96K +321 +0.3%
AI
7
Acuitas Investments
Washington
$2.25M +$304K +16,400 +15%
GWI
8
Grace & White Inc
New York
$1.53M
BWA
9
BDO Wealth Advisors
Florida
$1.02M
PM
10
Penbrook Management
New York
$794K
First Eagle Investment Management
11
First Eagle Investment Management
New York
$736K +$9.28K +500 +1%
BlackRock
12
BlackRock
New York
$620K +$2.88K +155 +0.5%
US Bancorp
13
US Bancorp
Minnesota
$562K -$2.21K -119 -0.4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$472K +$10.5K +568 +2%
AC
15
Annandale Capital
Texas
$441K +$798 +43 +0.2%
CIS
16
Connors Investor Services
Pennsylvania
$240K +$46.4K +2,500 +23%
Millennium Management
17
Millennium Management
New York
$157K -$116K -6,238 -42%
State Street
18
State Street
Massachusetts
$156K
RFA
19
Register Financial Advisors
Georgia
$97K +$98.9K +5,330 New
MHP
20
Manatuck Hill Partners
Connecticut
$91K +$92.8K +5,000 New
Northern Trust
21
Northern Trust
Illinois
$88.6K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$66K -$112K -6,029 -62%
Victory Capital Management
23
Victory Capital Management
Texas
$60.8K +$62K +3,342 New
WS
24
Wedbush Securities
California
$56K -$1.86K -100 -3%
NA
25
NewEdge Advisors
Louisiana
$46.5K -$427 -23 -0.9%

OESX Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2022, worth a combined $28.6M — up 17% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OESX positions and 8 closed out — a net gain of 4 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was North Star Investment Management, adding an estimated $388K. The largest seller was Renaissance Technologies, cutting an estimated $170K.

  • 56 institutional investors held Orion Energy Systems (OESX) as of Q4 2022, up from 52 in Q3 2022.
  • Funds reported $28.6M of Orion Energy Systems stock for Q4 2022, up 17% quarter-over-quarter.
  • 12 funds opened new Orion Energy Systems positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest Orion Energy Systems buyer in Q4 2022 was North Star Investment Management, an estimated $388K added.
  • The largest Orion Energy Systems seller in Q4 2022 was Renaissance Technologies, an estimated $170K sold.

Based on aggregated 13F filings for Q4 2022.