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Orrstown Financial Services

70 hedge funds and large institutions have $87.9M invested in Orrstown Financial Services in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 6870 (+2)

0.81% more ownership

Funds ownership: 42.26%43.07% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $90.1M → $87.9M (-$2.14M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
BHZ Capital Management
California
$551K -$113K -6,077 -17%
First Trust Advisors
27
First Trust Advisors
Illinois
$547K +$3.37K +181 +0.6%
Charles Schwab
28
Charles Schwab
California
$536K +$4.61K +248 +0.9%
Millennium Management
29
Millennium Management
New York
$515K -$529K -28,476 -51%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$504K -$260 -14 -0.1%
MAM
31
Martingale Asset Management
Massachusetts
$491K
Morgan Stanley
32
Morgan Stanley
New York
$406K -$83.5K -4,494 -17%
Goldman Sachs
33
Goldman Sachs
New York
$376K -$93.8K -5,045 -20%
EST
34
EA Series Trust
Pennsylvania
$333K +$323K +17,367 New
EF
35
Empowered Funds
Pennsylvania
$333K +$323K +17,367 New
N
36
Nuveen
North Carolina
$329K
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$309K -$153K -8,239 -34%
Barclays
38
Barclays
United Kingdom
$252K -$56.8K -3,053 -19%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$222K
SM
40
Salzhauer Michael
$199K
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$146K +$4.05K +218 +3%
FMTCOCP
42
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K +$22.5K +1,210 +19%
Osaic Holdings
43
Osaic Holdings
Arizona
$124K +$19 +1 +0%
Deutsche Bank
44
Deutsche Bank
Germany
$123K -$116K -6,231 -49%
MIM
45
MetLife Investment Management
New Jersey
$120K
UBS Group
46
UBS Group
Switzerland
$112K +$47.3K +2,544 +77%
AIG
47
American International Group
New York
$94.4K -$316 -17 -0.3%
AP
48
Arlington Partners
Alabama
$85.4K +$17.4K +934 +27%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$82K -$149 -8 -0.2%
Wells Fargo
50
Wells Fargo
California
$80.5K +$44.3K +2,381 +131%

ORRF Hedge Fund Activity: Q2 2023 in Review

70 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orrstown Financial Services (ORRF) for Q2 2023, worth a combined $87.9M — down 2.4% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ORRF positions and 2 closed out — a net gain of 2 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $707K. The largest seller was Millennium Management, cutting an estimated $529K.

  • 70 institutional investors held Orrstown Financial Services (ORRF) as of Q2 2023, up from 68 in Q1 2023.
  • Funds reported $87.9M of Orrstown Financial Services stock for Q2 2023, down 2.4% quarter-over-quarter.
  • 4 funds opened new Orrstown Financial Services positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Orrstown Financial Services buyer in Q2 2023 was Fourthstone LLC, an estimated $707K added.
  • The largest Orrstown Financial Services seller in Q2 2023 was Millennium Management, an estimated $529K sold.

Based on aggregated 13F filings for Q2 2023.