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OR Royalties Inc

125 hedge funds and large institutions have $1.05B invested in OR Royalties Inc in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

493% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $4.01M

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

19% more capital invested

Capital invested by funds: $888M → $1.05B (+$165M)

5% more funds holding

Funds holding: 119125 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.06% less ownership

Funds ownership: 56.22%54.16% (-2.1%)

23% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 48

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
37
Reduced
48
Closed
13
Calls
$23.8M
Puts
$4.01M
Net Calls
+$19.8M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$233M +$818K +70,397 +0.4%
VanEck Associates
2
VanEck Associates
New York
$178M +$6.32M +543,411 +4%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$147M -$17.6M -1,513,314 -11%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.7M +$2.29M +196,993 +5%
SI
5
Sprott Inc
Ontario, Canada
$52.4M +$3.12M +268,250 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$41.4M -$5.81M -500,001 -13%
Federated Hermes
7
Federated Hermes
Pennsylvania
$29.2M +$43K +3,700 +0.2%
SVG
8
Sun Valley Gold
Idaho
$26.6M
Norges Bank
9
Norges Bank
Norway
$24.7M +$343K +29,506 +1%
Invesco
10
Invesco
Georgia
$24.7M +$2.38M +204,945 +11%
Renaissance Technologies
11
Renaissance Technologies
New York
$23.8M -$6.84M -588,400 -23%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$18.6M -$4.8M -412,900 -21%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$18.1M -$422K -36,310 -2%
IIM
14
Intact Investment Management
Quebec, Canada
$14.2M -$343K -29,500 -3%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$12.9M -$15.5M -1,334,959 -55%
GACM
16
Global Alpha Capital Management
Quebec, Canada
$8.43M +$8.29M +712,900 New
Neuberger Berman Group
17
Neuberger Berman Group
New York
$7.98M +$1.37M +118,011 +21%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$7.97M +$122K +10,501 +2%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.52M +$2.41M +207,000 +48%
EPAM
20
Euro Pacific Asset Management
Puerto Rico
$7.35M -$3.24M -278,837 -31%
GSM
21
Global Strategic Management
Puerto Rico
$7.07M -$238K -20,491 -3%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$6.5M +$6.4M +551,025 New
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$5.9M +$3.33M +286,693 +134%
LC
24
Loews Corp
New York
$5.46M
USGIU
25
U.S. Global Investors (USGI)
Texas
$4.86M +$4.77M +410,461 New

OR Hedge Fund Activity: Q3 2020 in Review

125 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OR Royalties Inc (OR) for Q3 2020, worth a combined $1.05B — up 19% from $888M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OR positions and 13 closed out — a net gain of 7 holders — while 37 added to existing stakes and 48 trimmed.

The largest buyer was Global Alpha Capital Management, opening a new position worth an estimated $8.29M. The largest seller was EdgePoint Investment Group, cutting an estimated $17.6M.

  • 125 institutional investors held OR Royalties Inc (OR) as of Q3 2020, up from 119 in Q2 2020.
  • Funds reported $1.05B of OR Royalties Inc stock for Q3 2020, up 19% quarter-over-quarter.
  • 20 funds opened new OR Royalties Inc positions in Q3 2020 and 13 closed out, a net change of +7 holders.
  • The largest OR Royalties Inc buyer in Q3 2020 was Global Alpha Capital Management, an estimated $8.29M added.
  • The largest OR Royalties Inc seller in Q3 2020 was EdgePoint Investment Group, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2020.