We are live on ! Find out more
ORRF icon

Orrstown Financial Services
ORRF

70 hedge funds and large institutions have $98.8M invested in Orrstown Financial Services in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $87.9M → $98.8M (+$10.9M)

1.26% more ownership

Funds ownership: 43.07% → 44.32% (+1.3%)

0% more funds holding

Funds holding: 70 → 70 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
23
Closed
4
Calls
$23K
Puts
–
Net Calls
+$23K
Net Calls Change
+$23K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.4M
2
IA
Inspire Advisors
Idaho
+$696K
3
FL
Fourthstone LLC
Missouri
+$508K
4
KCM
Kennedy Capital Management
Missouri
+$378K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$318K

Top Sellers

1
BlackRock
BlackRock
New York
-$661K
2
BCM
BHZ Capital Management
California
-$551K
3
First Trust Advisors
First Trust Advisors
Illinois
-$547K
4
ROC
River Oaks Capital
Minnesota
-$286K
5
JP Morgan Chase
JP Morgan Chase
New York
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$643K – – –
Charles Schwab
27
Charles Schwab
California
$614K +$26.5K +1,219 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$567K +$14.1K +650 +2%
MAM
29
Martingale Asset Management
Massachusetts
$538K – – –
Millennium Management
30
Millennium Management
New York
$480K -$87.4K -4,018 -15%
Morgan Stanley
31
Morgan Stanley
New York
$408K -$39.6K -1,820 -9%
EF
32
Empowered Funds
Pennsylvania
$395K +$30.9K +1,422 +8%
KCM
33
Kennedy Capital Management
Missouri
$365K +$378K +17,365 New
N
34
Nuveen
North Carolina
$361K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$345K +$6.03K +277 +2%
Goldman Sachs
36
Goldman Sachs
New York
$313K -$103K -4,734 -24%
B
37
Bailard
California
$281K +$291K +13,371 New
Barclays
38
Barclays
United Kingdom
$266K -$10.8K -497 -4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$248K +$218 +10 +0.1%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$228K +$237K +10,869 New
SM
41
Salzhauer Michael
$219K – – –
RWM
42
RKL Wealth Management
Pennsylvania
$203K +$211K +9,678 New
FMTCOCP
43
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K -$4.57K -210 -3%
Deutsche Bank
44
Deutsche Bank
Germany
$151K +$17K +780 +12%
MIM
45
MetLife Investment Management
New Jersey
$131K – – –
UBS Group
46
UBS Group
Switzerland
$120K -$3.66K -168 -3%
AIG
47
American International Group
New York
$107K +$3.96K +182 +4%
Osaic Holdings
48
Osaic Holdings
Arizona
$93.2K -$42.4K -1,948 -31%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$91.2K +$31.7K +1,455 +50%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$90K – – –
1
2
3

ORRF Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Orrstown Financial Services (ORRF) for Q3 2023, worth a combined $98.8M — up 12% from $87.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ORRF positions and 4 closed out — a net gain of 1 holder — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.4M. The largest seller was BlackRock, cutting an estimated $661K.

  • 70 institutional investors held Orrstown Financial Services (ORRF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $98.8M of Orrstown Financial Services stock for Q3 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Orrstown Financial Services positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest Orrstown Financial Services buyer in Q3 2023 was Fidelity Investments, an estimated $2.4M added.
  • The largest Orrstown Financial Services seller in Q3 2023 was BlackRock, an estimated $661K sold.

Based on aggregated 13F filings for Q3 2023.