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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
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$74.4K -$89.2K -4,098 -54%
Wells Fargo
52
Wells Fargo
California
$70.6K -$18.3K -843 -20%
TRCT
53
Tower Research Capital (TRC)
New York
$57.2K +$36.1K +1,661 +157%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$47.5K -$25K -1,147 -34%
Lazard Asset Management
55
Lazard Asset Management
New York
$35K +$19.9K +915 +122%
EARNEST Partners
56
EARNEST Partners
Georgia
$30K – – –
AB
57
Amalgamated Bank
New York
$23K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$21.9K – – –
AIP
59
Ameritas Investment Partners
Nebraska
$18.9K – – –
Legal & General Group
60
Legal & General Group
United Kingdom
$18.9K – – –
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$16K +$6.29K +289 +61%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
HBW
63
Hazlett, Burt & Watson
West Virginia
$11K – – –
SO
64
STRS Ohio
Ohio
$6K – – –
Federated Hermes
65
Federated Hermes
Pennsylvania
$3.02K -$1.11K -51 -26%
GEA
66
Glen Eagle Advisors
New Jersey
$1.62K – – –
C
67
Covestor
United Kingdom
$1K -$370 -17 -24%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$525 – – –
Russell Investments Group
69
Russell Investments Group
United Kingdom
$231 – – –
Citigroup
70
Citigroup
New York
$105 -$66.2K -3,044 -100%
BCM
71
BHZ Capital Management
California
– -$551K -28,755 Closed
First Trust Advisors
72
First Trust Advisors
Illinois
– -$547K -28,588 Closed
AP
73
Arlington Partners
Alabama
– -$85.4K -4,458 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– -$7.81K -359 Closed
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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.