OBT icon

Orange County Bancorp
OBT

Overview Fund Activity

24 hedge funds and large institutions have $89.3M invested in Orange County Bancorp in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
6
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.21M
2
Cerity Partners
Cerity Partners
New York
$1.16M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.27M
4
BlackRock
BlackRock
New York
$1.41M
5
AllianceBernstein
AllianceBernstein
Tennessee
$9.4M

Top Sellers

1
MI
M3F Inc
Utah
$4.25M
2
HVIA
Hudson Valley Investment Advisors
New York
$23.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$13.9M
4
Morgan Stanley
Morgan Stanley
New York
$225K
5
BBHC
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$23.5M -$561K -29,156 -2%
BFC
2
Banc Funds Company
Illinois
$18.8M – – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.9M -$168K -8,750 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$9.4M +$112K +5,828 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.21M +$1.72M +89,522 +38%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.06M – – –
MI
7
M3F Inc
Utah
$4.25M -$1.74M -90,536 -29%
BlackRock
8
BlackRock
New York
$1.41M +$961K +49,918 +216%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.27M +$1.03M +53,304 +418%
Cerity Partners
10
Cerity Partners
New York
$1.16M +$1.16M +60,000 New
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$999K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$983K – – –
KeyBank National Association
13
KeyBank National Association
Ohio
$674K – – –
ERIM
14
Eagle Ridge Investment Management
Connecticut
$547K – – –
CBC
15
Coombe, Bender & Co
New York
$509K – – –
Morgan Stanley
16
Morgan Stanley
New York
$225K -$56.1K -2,920 -20%
HighTower Advisors
17
HighTower Advisors
Illinois
$203K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$156K +$2.04K +106 +1%
UBS Group
19
UBS Group
Switzerland
$54K +$54K +2,796 New
Citigroup
20
Citigroup
New York
$28K +$28K +1,468 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$23K – – –
Bank of America
22
Bank of America
North Carolina
$15K – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$8K -$1.98K -106 -20%
Wells Fargo
24
Wells Fargo
California
$1K +$750 +42 +300%
BBHC
25
Brown Brothers Harriman & Co
New York
– -$23K -1,212 Closed