Orion Energy Systems Inc (OESX) Ownership

1.66 ↑0.01 (0.61%)
As of January 27, 2023, 1:20pm EST.

Institutional Ownership

North Star Investment Management Corp is the biggest individual institutional holder of Orion Energy Systems Inc (OESX), owning a total of 2.4 million shares. Combined, the top 23 institutional holders of OESX own 49.07% of the company with a total of 15.7 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of OESX by 1.6 million shares. 11 institutions bought 3,537,493 total additional shares and increased their ownership by an average of 19.10%. However 8 institutions sold 1,983,361 total shares and decreased their ownership by an average of 16.68%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Orion Energy Systems increased by a net total of 1,554,132 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
North Star Investment Management Corp7.529%-35.536%2,408,085-1,327,4822022-09-30
Tieton Capital Management, LLC6.569%37.218%2,101,080569,8842022-09-30
Kanen Wealth Management LLC5.198%0.000%1,662,7041,662,7042022-09-30
Renaissance Technologies Corp4.302%-16.245%1,376,107-266,9002022-09-30
Vanguard Group Inc3.939%0.000%1,259,70802022-09-30
Heartland Advisors Inc3.743%-7.036%1,197,100-90,6002022-09-30
Acuitas Investments, LLC3.359%-7.276%1,074,386-84,3102022-09-30
Grace & White Inc2.626%90.738%839,844399,5312022-09-30
BDO Internaitonal1.747%0.000%558,718558,7182022-09-30
Penbrook Management LLC1.365%3.590%436,44715,1252022-09-30
Arnhold & S. Bleichroeder Advisers, LLC1.249%5.490%399,34920,7832022-09-30
BlackRock Inc1.060%-1.720%338,875-5,9292022-09-30
U.S. Bancorp0.969%6.534%309,80519,0002022-09-30
Geode Capital Management, LLC0.794%0.885%253,7862,2272022-09-30
Annandale Capital, LLC0.756%0.000%241,817241,8172022-09-30
Dimensional Fund Advisors, Inc.0.752%-42.238%240,617-175,9472022-09-30
Millennium Management LLC0.465%-14.939%148,576-26,0932022-09-30
Connors Investor Services0.333%18.965%106,63917,0002022-09-30
Bank of New York Mellon Corp0.302%46.648%96,52530,7042022-09-30
State Street Corporation0.268%0.000%85,60802022-09-30
Tocqueville Asset Management L.P.0.207%-8.425%66,300-6,1002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
North Star Investment Management Corp7.529%-35.536%2,408,085-1,327,4822022-09-30
Tieton Capital Management, LLC6.569%37.218%2,101,080569,8842022-09-30
Kanen Wealth Management LLC5.198%0.000%1,662,7041,662,7042022-09-30
Renaissance Technologies Corp4.302%-16.245%1,376,107-266,9002022-09-30
Vanguard Group Inc3.939%0.000%1,259,70802022-09-30
Heartland Advisors Inc3.743%-7.036%1,197,100-90,6002022-09-30
Acuitas Investments, LLC3.359%-7.276%1,074,386-84,3102022-09-30
Grace & White Inc2.626%90.738%839,844399,5312022-09-30
BDO Internaitonal1.747%0.000%558,718558,7182022-09-30
Penbrook Management LLC1.365%3.590%436,44715,1252022-09-30
Arnhold & S. Bleichroeder Advisers, LLC1.249%5.490%399,34920,7832022-09-30
Deutsche Bank AG1.147%0.000%366,88102022-06-30
BlackRock Inc1.060%-1.720%338,875-5,9292022-09-30
U.S. Bancorp0.969%6.534%309,80519,0002022-09-30
Geode Capital Management, LLC0.794%0.885%253,7862,2272022-09-30
Annandale Capital, LLC0.756%0.000%241,817241,8172022-09-30
Dimensional Fund Advisors, Inc.0.752%-42.238%240,617-175,9472022-09-30
Millennium Management LLC0.465%-14.939%148,576-26,0932022-09-30
Northern Trust Corp0.393%0.000%125,69302022-06-30
Connors Investor Services0.333%18.965%106,63917,0002022-09-30
Bank of New York Mellon Corp0.302%46.648%96,52530,7042022-09-30
State Street Corporation0.268%0.000%85,60802022-09-30
Tocqueville Asset Management L.P.0.207%-8.425%66,300-6,1002022-09-30

Mutual Fund Ownership

Tieton Small Cap Value is the biggest individual fund holder of Orion Energy Systems Inc (OESX), owning a total of 2.1 million shares. Combined, the top 23 mutual fund holders of OESX own 27.22% of the company with a total of 8.7 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of OESX by 25 thousand shares. 1 funds bought 25,000 total additional shares and increased their ownership by an average of 2.86%. However 1 funds sold 329 total shares and decreased their ownership by an average of 0.73%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Orion Energy Systems increased by a net total of 24,671 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Heartland Value Investor2.814%2.857%900,00025,0002022-12-31
BlackRock Extended Equity Market K0.139%-0.735%44,446-3292022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Tieton Small Cap Value6.569%37.218%2,101,080569,8842022-09-30
Heartland Value Investor2.814%2.857%900,00025,0002022-12-31
North Star Opportunity I2.626%10.567%840,00080,2822022-11-30
Vanguard Total Stock Mkt Idx Inv2.393%0.341%765,4322,6022022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.385%0.000%762,83002022-09-30
Philotimo Focused Growth and Income1.733%0.000%554,357554,3572022-09-30
Pleiades Small Cap Equity A1.573%35.847%503,165132,7742022-09-30
Vanguard Extended Market Index Investor1.417%0.000%453,34802022-11-30
First Eagle Small Cap Opportunity I1.028%0.000%328,69902022-11-30
First Eagle Small Cap Strategy1.012%6.561%323,69919,9302022-09-30
Heartland Sm-Cap Val Strat0.941%-23.801%300,950-94,0002022-09-30
Wellington CIF Micro Cap Equity0.572%0.000%182,86102022-03-31
Fidelity® Extended Market Index0.459%0.000%146,85502022-11-30
Acuitas US Microcap Institutional0.336%42.328%107,41531,9452022-09-30
WisdomTree US SmallCap Earnings ETF0.198%0.000%63,40002022-11-30
iShares Micro-Cap ETF0.189%0.000%60,45102022-12-30
DFA US Small Cap I0.162%0.000%51,82102022-11-30
BlackRock Extended Mkt Composite0.159%0.000%50,71102022-09-30
DFA US Targeted Value I0.143%0.000%45,86802022-11-30
Fidelity® Total Market Index0.143%0.000%45,57102022-11-30
BlackRock Extended Equity Market K0.139%-0.735%44,446-3292022-12-31
Acuitas US Microcap Strategy0.136%0.000%43,39543,3952022-06-30
Fidelity® Series Total Market Index0.094%0.000%29,89202022-11-30

Discussions

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graffititrain

$OESX who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

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italiano_14

$OESX Shorts talk the talk but cant walk the walk

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