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OGI

Organigram Holdings

117 hedge funds and large institutions have $45.5M invested in Organigram Holdings in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $991K

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

4% more funds holding

Funds holding: 112117 (+5)

0.02% more ownership

Funds ownership: 2.95%2.97% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

28% less capital invested

Capital invested by funds: $63.6M → $45.5M (-$18M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
26
Reduced
28
Closed
24
Calls
$1.81M
Puts
$991K
Net Calls
+$819K
Net Calls Change
-$529K
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
51
QCI Asset Management
New York
$36K +$6.49K +550 +21%
LPL Financial
52
LPL Financial
California
$36K +$9.2K +779 +26%
RIL
53
Rothschild Investment LLC
Illinois
$34K -$31.2K -2,644 -43%
TRCT
54
Tower Research Capital (TRC)
New York
$34K +$41.6K +3,525 New
AWM
55
AE Wealth Management
Kansas
$31K +$37.8K +3,205 New
WIC
56
Whitegate Investment Counselors
New Hampshire
$29K
AG
57
Advisor Group
Arizona
$27K -$5.96K -505 -15%
PAG
58
Private Advisor Group
New Jersey
$27K -$5.92K -501 -15%
Canada Life
59
Canada Life
Manitoba, Canada
$26K +$31.6K +2,679 New
ISL
60
Ingalls & Snyder LLC
New York
$25K -$28K -2,375 -49%
SBIA
61
Sheaff Brock Investment Advisors
Indiana
$25K +$29.5K +2,500 New
FIA
62
FNY Investment Advisers
New York
$23K +$28.5K +2,413 New
GWM
63
Geneos Wealth Management
Colorado
$19K
ED
64
Exane Derivatives
France
$18.7K -$100K -8,500 -85%
Citigroup
65
Citigroup
New York
$16K +$8.83K +748 +89%
TPWA
66
TRUE Private Wealth Advisors
Oregon
$12K +$14.8K +1,250 New
IA
67
IFP Advisors
Florida
$8K -$23.3K -1,975 -68%
AIS
68
Accurate Investment Solutions
Pennsylvania
$8K -$2.95K -250 -24%
FHA
69
First Horizon Advisors
Tennessee
$8K +$8.27K +700 +700%
GT
70
Glenmede Trust
Pennsylvania
$7K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$7K
GSC
72
G&S Capital
Colorado
$6K -$2.85K -241 -27%
MAM
73
Meeder Asset Management
Ohio
$6K
Legal & General Group
74
Legal & General Group
United Kingdom
$6K +$7.08K +600 New
OPS
75
Orion Portfolio Solutions
Nebraska
$6K +$7.38K +625 New

OGI Hedge Fund Activity: Q4 2019 in Review

117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Organigram Holdings (OGI) for Q4 2019, worth a combined $45.5M — down 28% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OGI positions and 24 closed out — a net gain of 6 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was ETF Managers Group, adding an estimated $6.33M. The largest seller was Fidelity International, cutting an estimated $5.21M.

  • 117 institutional investors held Organigram Holdings (OGI) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $45.5M of Organigram Holdings stock for Q4 2019, down 28% quarter-over-quarter.
  • 30 funds opened new Organigram Holdings positions in Q4 2019 and 24 closed out, a net change of +6 holders.
  • The largest Organigram Holdings buyer in Q4 2019 was ETF Managers Group, an estimated $6.33M added.
  • The largest Organigram Holdings seller in Q4 2019 was Fidelity International, an estimated $5.21M sold.

Based on aggregated 13F filings for Q4 2019.