Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orion S.A. (OEC)

184 + Investors. Track Smart Money conviction in OEC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — OEC

Based on 186 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
186 funds currently hold this stock — 93% of the 3.0-year high of 201 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OEC is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

105 buying67 selling
Last quarter: 105 funds were net buyers (27 opened a brand new position + 78 added to an existing one). Only 67 were sellers (49 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 32 → 33 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 19% new
107 out of 186 hedge funds have held OEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

25 → 20 → 32 → 33 → 27 new funds/Q
New funds entering each quarter: 20 → 32 → 33 → 27. A growing number of institutions are discovering OEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 188 holders: 120 (64%) are 2+ year veterans, 24 entered 1–2 years ago, and 44 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
43 of 185 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in OEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OEC

In 2026 Q2, 105 hedge funds were net buyers of OEC (27 opened a new position, 78 added to an existing one), while 67 reduced or exited (49 trimmed, 18 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in OEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 186.

Hedge Fund Ownership: OEC

How many hedge funds hold OEC — quarterly history vs. share price
Quarterly hedge fund ownership of OEC vs. share price

Market Analysis: OEC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OEC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: OEC
184 + Investors

Track Smart Money conviction in OEC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 184 177 3.95%
13F Shares 53M 51M 4.69%
Total Value $337M $319M 5.61%
New Positions 27 33 -6
Increased Positions 75 76 -1
Closed Positions 19 31 -12
Reduced Positions 49 46 +3
Total Calls 3 3 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: OEC

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Institutional Holders (2026 Q2)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OEC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OEC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divisar Capital Management LLC 5.17% 3,384,750 $22.4M
2 Harvey Partners, LLC 0.54% 1,190,579 $7.9M
3 Minneapolis Portfolio Management Group, LLC 0.47% 752,279 $5.0M
4 nVerses Capital, LLC 0.40% 39,469 $262K
5 Jb Capital Partners LP 0.34% 335,000 $2.2M
6 Carnegie Lake Advisors LLC 0.32% 129,291 $857K
7 Quinn Opportunity Partners LLC 0.20% 647,563 $4.3M
8 SummerHaven Investment Management, LLC 0.19% 54,161 $359K
9 Olympiad Research LP 0.18% 12,905 $86K
10 Secured Retirement Advisors, LLC 0.18% 51,818 $344K
11 Tiller Private Wealth, Inc. 0.14% 65,186 $432K
12 Dba Trading, LLC 0.13% 39,500 $257K
13 Pzena Investment Management LLC 0.09% 4,771,969 $31.6M
14 Tweedy, Browne Co LLC 0.05% 90,520 $600K
15 CastleKnight Management LP 0.04% 471,941 $3.1M
16 Odyssean, LLC 0.04% 35,294 $234K
17 Fox Run Management, L.L.C. 0.04% 34,562 $229K
18 Voleon Capital Management LP 0.04% 298,712 $2.0M
19 First Pacific Advisors, LP 0.03% 417,388 $2.8M
20 State of Wyoming 0.03% 48,888 $324K
21 Fuller & Thaler Asset Management, INC. 0.03% 1,643,929 $10.9M
22 Inspire Investing, LLC 0.03% 101,490 $673K
23 Penn Capital Management Company, LLC 0.03% 64,679 $429K
24 PDT Partners, LLC 0.03% 71,870 $476K
25 Kennedy Capital Management LLC 0.02% 192,754 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Orion S.A. (OEC)

What does the Smart Money Trend signal show for OEC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OEC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OEC?

More buyers than sellers — 61% buying: Last quarter: 105 funds were net buyers (27 opened a brand new position + 78 added to an existing one). Only 67 were sellers (49 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OEC holders?

Elite ownership — 54% AUM from top-100 funds: 43 of 185 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in OEC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OEC?

58% of holders stayed for 2+ years: 107 out of 186 hedge funds have held OEC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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