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Orange County Bancorp
OBT

Overview Fund Activity

65 hedge funds and large institutions have $142M invested in Orange County Bancorp in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$2.99M
2
Vanguard Group
Vanguard Group
Pennsylvania
$12.5M
3
LPL Financial
LPL Financial
California
$645K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06M
5
BlackRock
BlackRock
New York
$20.2M

Top Sellers

1
BFC
Banc Funds Company
Illinois
$13.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$5.6M
3
HAI
Hennessy Advisors Inc
California
$1.56M
4
QC
Quadrature Capital
United Kingdom
$0
5
Invesco
Invesco
Georgia
$475K
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1
Hudson Valley Investment Advisors
New York
$33.5M -$40.8K -1,468 -0.1%
BlackRock
2
BlackRock
New York
$20.2M +$586K +21,084 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$14.7M – – –
BFC
4
Banc Funds Company
Illinois
$13.2M -$2.77M -99,694 -17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.5M +$847K +30,486 +7%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.84M -$5K -180 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.18M -$14.1K -506 -0.2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$5.6M -$851K -30,614 -13%
State Street
9
State Street
Massachusetts
$4.31M +$146K +5,268 +4%
American Century Companies
10
American Century Companies
Missouri
$2.99M +$1.12M +40,236 +60%
Northern Trust
11
Northern Trust
Illinois
$2.39M +$148K +5,336 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.56M +$523K +18,806 +50%
HAI
13
Hennessy Advisors Inc
California
$1.56M -$389K -14,000 -20%
Ameriprise
14
Ameriprise
Minnesota
$1.27M +$208K +7,504 +20%
Goldman Sachs
15
Goldman Sachs
New York
$1.11M +$284K +10,206 +34%
Morgan Stanley
16
Morgan Stanley
New York
$1.08M -$10.4K -376 -1%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.06M +$598K +21,522 +129%
KeyBank National Association
18
KeyBank National Association
Ohio
$972K – – –
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$956K +$276K +9,932 +41%
Citadel Advisors
20
Citadel Advisors
Florida
$872K +$127K +4,562 +17%
ERIM
21
Eagle Ridge Investment Management
Connecticut
$789K – – –
Charles Schwab
22
Charles Schwab
California
$774K – – –
NAM
23
NorthCrest Asset Manangement
Minnesota
$722K – – –
LPL Financial
24
LPL Financial
California
$645K +$645K +23,210 New
Barclays
25
Barclays
United Kingdom
$572K +$131K +4,716 +30%
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