Marshall Wace
ORN icon

Marshall Wace’s Orion Group Holdings ORN Stock Holding History

Marshall Wace’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,250
Closed -$347K – 3284
2025
Q2 		$347K Sell
38,250
-84,565
-69% -$634K ﹤0.01% 2275
2025
Q1 		$642K Buy
122,815
+13,029
+12% +$91.2K ﹤0.01% 1964
2024
Q4 		$805K Buy
+109,786
New +$794K ﹤0.01% 1831
2024
Q3 		– Sell
-141,344
Closed -$1.34M – 2857
2024
Q2 		$1.34M Sell
141,344
-79,518
-36% -$703K ﹤0.01% 1552
2024
Q1 		$1.81M Buy
220,862
+201,515
+1,042% +$1.31M ﹤0.01% 1414
2023
Q4 		$95.6K Sell
19,347
-5,356
-22% -$26.3K ﹤0.01% 2049
2023
Q3 		$132K Buy
+24,703
New +$97.8K ﹤0.01% 2028

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return