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Orrstown Financial Services

68 hedge funds and large institutions have $90.1M invested in Orrstown Financial Services in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 42.82%42.26% (-0.56%)

4% less funds holding

Funds holding: 7168 (-3)

6% less capital invested

Capital invested by funds: $96.1M → $90.1M (-$6.06M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
29
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$36.2K +$41.4K +1,824 New
EARNEST Partners
52
EARNEST Partners
Georgia
$28.4K
AB
53
Amalgamated Bank
New York
$22K -$6.06K -267 -20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$20.7K
AIP
55
Ameritas Investment Partners
Nebraska
$17.9K
Legal & General Group
56
Legal & General Group
United Kingdom
$17.9K
Lazard Asset Management
57
Lazard Asset Management
New York
$14K +$17.1K +752 New
TRCT
58
Tower Research Capital (TRC)
New York
$13K +$182 +8 +1%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$11K
HBW
60
Hazlett, Burt & Watson
West Virginia
$10K
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$9.37K -$6.15K -271 -36%
CFGS
62
Concourse Financial Group Securities
Alabama
$7.13K +$8.15K +359 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$5.92K +$1.43K +63 +27%
SO
64
STRS Ohio
Ohio
$5K
C
65
Covestor
United Kingdom
$2K +$91 +4 +4%
GEA
66
Glen Eagle Advisors
New Jersey
$1.53K
Russell Investments Group
67
Russell Investments Group
United Kingdom
$218 +$250 +11 New
Citigroup
68
Citigroup
New York
$40 -$1.73K -76 -97%
Hotchkis & Wiley Capital Management
69
Hotchkis & Wiley Capital Management
California
-$673K -29,054 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$450K -19,423 Closed
Invesco
71
Invesco
Georgia
-$389K -16,790 Closed
B
72
Bailard
California
-$259K -11,195 Closed
RWM
73
RKL Wealth Management
Pennsylvania
-$226K -9,768 Closed
CS
74
Credit Suisse
Switzerland
-$116K -5,000 Closed
MCC
75
Money Concepts Capital
Florida
-$7.8K -337 Closed

ORRF Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Orrstown Financial Services (ORRF) for Q1 2023, worth a combined $90.1M — down 6.3% from $96.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ORRF and 6 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 29 added.

The largest buyer was Fidelity Investments, adding an estimated $614K. The largest seller was Wellington Management Group, cutting an estimated $1.67M.

  • 68 institutional investors held Orrstown Financial Services (ORRF) as of Q1 2023, down from 71 in Q4 2022.
  • Funds reported $90.1M of Orrstown Financial Services stock for Q1 2023, down 6.3% quarter-over-quarter.
  • 6 funds opened new Orrstown Financial Services positions in Q1 2023 and 9 closed out, a net change of -3 holders.
  • The largest Orrstown Financial Services buyer in Q1 2023 was Fidelity Investments, an estimated $614K added.
  • The largest Orrstown Financial Services seller in Q1 2023 was Wellington Management Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q1 2023.