Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orion S.A. (OEC)

175 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — OEC

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 88% of 3.0Y peak

88% of all-time peak
177 funds currently hold this stock — 88% 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.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
24 fewer hedge funds hold OEC compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

109 buying79 selling
Last quarter: 109 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 20 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
100 out of 177 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.
💰

Price up while funds trimmed (+16% value, -2% shares)

Value
+16%
Shares
-1%
Last quarter: total value of institutional OEC holdings rose +16% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

38 → 25 → 20 → 32 → 33 new funds/Q
New funds entering each quarter: 25 → 20 → 32 → 33. A growing number of institutions are discovering OEC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 181 current holders: 118 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
41 of 177 holders are among the 100 largest funds by AUM, controlling 43% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 Q1, 109 hedge funds were net buyers of OEC (33 opened a new position, 76 added to an existing one), while 79 reduced or exited (48 trimmed, 31 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 43% of total institutional value in OEC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 177.

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

-- --

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

Is It Too Late to Buy Orion S.A. (OEC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OEC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
OEC
+18.6%
SPY
+15.9%

OEC outperformed SPY by +2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
OEC
+11.4%
SPY
+2.0%

Since the filing became public, OEC outperformed SPY by +9.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: OEC
175 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 175 175 -
13F Shares 51M 52M -1.95%
Total Value $319M $274M 16.21%
New Positions 32 32 -
Increased Positions 75 69 +6
Closed Positions 32 34 -2
Reduced Positions 46 60 -14
Total Calls 3 6 -50.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: OEC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

175 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divisar Capital Management LLC 5.91% 3,567,263 $23.2M
2 Harvey Partners, LLC 0.67% 1,304,000 $8.5M
3 Minneapolis Portfolio Management Group, LLC 0.57% 830,582 $5.4M
4 Jb Capital Partners LP 0.38% 335,000 $2.2M
5 Carnegie Lake Advisors LLC 0.35% 135,471 $881K
6 Quinn Opportunity Partners LLC 0.22% 647,563 $4.2M
7 SummerHaven Investment Management, LLC 0.22% 54,161 $352K
8 Grizzlyrock Capital, LLC 0.20% 39,500 $257K
9 Secured Retirement Advisors, LLC 0.19% 52,452 $341K
10 Tiller Private Wealth, Inc. 0.15% 65,186 $424K
11 Dba Trading, LLC 0.13% 39,500 $257K
12 Wealthedge Investment Advisors, LLC 0.10% 43,183 $281K
13 Penn Capital Management Company, LLC 0.10% 204,632 $1.3M
14 Pzena Investment Management LLC 0.10% 4,599,907 $29.9M
15 Odyssean, LLC 0.08% 35,294 $229K
16 Nebula Research & Development LLC 0.07% 74,326 $780K
17 CastleKnight Management LP 0.05% 471,941 $3.1M
18 State of Wyoming 0.05% 59,944 $390K
19 Inspire Investing, LLC 0.04% 81,117 $527K
20 Fox Run Management, L.L.C. 0.04% 36,573 $230K
21 First Pacific Advisors, LP 0.04% 417,388 $2.7M
22 Atom Investors LP 0.04% 80,433 $523K
23 Voleon Capital Management LP 0.03% 232,402 $1.5M
24 Tweedy, Browne Co LLC 0.03% 61,120 $397K
25 Fuller & Thaler Asset Management, INC. 0.03% 1,387,657 $9.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 58% buying: Last quarter: 109 funds bought or added vs 79 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OEC holders?

Elite ownership — 43% AUM from top-100 funds: 41 of 177 holders are among the 100 largest funds by AUM, controlling 43% 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?

56% of holders stayed for 2+ years: 100 out of 177 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.

Is it too late to buy Orion S.A. (OEC) following the 2026 Q1 hedge fund 13F filings?

As of today, OEC has moved +11.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +9.4%. Since the quarter end (March 31, 2026), OEC has gained +18.6% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →