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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
BlackRock
1
BlackRock
New York
$15.2M -$661K -30,355 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.6M +$2.4M +110,197 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.3M +$16.1K +738 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.38M +$318K +14,618 +3%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$4.68M +$241K +11,051 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.34M +$107K +4,905 +2%
State Street
7
State Street
Massachusetts
$4.21M -$52.2K -2,400 -1%
Renaissance Technologies
8
Renaissance Technologies
New York
$3.43M -$76.2K -3,500 -2%
ROC
9
River Oaks Capital
Minnesota
$3.25M -$286K -13,129 -8%
Franklin Resources
10
Franklin Resources
California
$2.72M +$226K +10,392 +9%
Bank of America
11
Bank of America
North Carolina
$1.95M +$92.1K +4,230 +5%
Northern Trust
12
Northern Trust
Illinois
$1.72M -$19.6K -901 -1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.62M -$46.1K -2,118 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.6M +$4.11K +189 +0.2%
CCM
15
Cutler Capital Management
Massachusetts
$1.47M – – –
American Century Companies
16
American Century Companies
Missouri
$1.36M -$152 -7 -0%
FL
17
Fourthstone LLC
Missouri
$1.29M +$508K +23,324 +61%
BCM
18
Bridgeway Capital Management
Texas
$1.15M -$30K -1,378 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$1.11M – – –
JP Morgan Chase
20
JP Morgan Chase
New York
$973K -$204K -9,380 -17%
LSV Asset Management
21
LSV Asset Management
Illinois
$842K – – –
CAN
22
Cetera Advisor Networks
California
$764K – – –
PAM
23
Panagora Asset Management
Massachusetts
$760K +$138K +6,341 +21%
IA
24
Inspire Advisors
Idaho
$672K +$696K +32,000 New
GC
25
Globeflex Capital
California
$661K -$20.4K -939 -3%
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.