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Orrstown Financial Services
ORRF

78 hedge funds and large institutions have $141M invested in Orrstown Financial Services in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

42% more capital invested

Capital invested by funds: $98.8M → $141M (+$41.9M)

11% more funds holding

Funds holding: 70 → 78 (+8)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.64% more ownership

Funds ownership: 44.32% → 44.96% (+0.64%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
24
Reduced
22
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$21K

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$3.91M
2
BlackRock
BlackRock
New York
+$1.64M
3
Morgan Stanley
Morgan Stanley
New York
+$1.13M
4
EI
EAM Investors
California
+$594K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$340K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.06M
2
CCM
Cutler Capital Management
Massachusetts
-$1.47M
3
SM
Salzhauer Michael
-$219K
4
Millennium Management
Millennium Management
New York
-$146K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$23.4M +$1.64M +69,676 +10%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$16.6M -$3.06M -130,187 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16M +$130K +5,527 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.6M +$340K +14,465 +3%
FL
5
Fourthstone LLC
Missouri
$6.72M +$3.91M +166,537 +271%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$6.49M -$65.8K -2,799 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.48M +$312K +13,269 +6%
State Street
8
State Street
Massachusetts
$5.91M -$306 -13 -0%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.73M -$65.8K -2,800 -2%
Franklin Resources
10
Franklin Resources
California
$3.82M – – –
Bank of America
11
Bank of America
North Carolina
$2.78M +$28.6K +1,218 +1%
Northern Trust
12
Northern Trust
Illinois
$2.49M +$58K +2,469 +3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.27M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.08M -$125K -5,312 -7%
Morgan Stanley
15
Morgan Stanley
New York
$1.99M +$1.13M +47,925 +247%
American Century Companies
16
American Century Companies
Missouri
$1.9M -$423 -18 -0%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.56M – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$1.54M +$141K +5,996 +13%
BCM
19
Bridgeway Capital Management
Texas
$1.54M -$65.1K -2,772 -5%
LSV Asset Management
20
LSV Asset Management
Illinois
$1.18M – – –
PAM
21
Panagora Asset Management
Massachusetts
$1.11M +$38.6K +1,642 +5%
CAN
22
Cetera Advisor Networks
California
$1.07M – – –
IA
23
Inspire Advisors
Idaho
$944K – – –
GC
24
Globeflex Capital
California
$929K – – –
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$902K – – –
1
2 3 4

ORRF Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orrstown Financial Services (ORRF) for Q4 2023, worth a combined $141M — up 42% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ORRF positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.91M. The largest seller was Fidelity Investments, cutting an estimated $3.06M.

  • 78 institutional investors held Orrstown Financial Services (ORRF) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $141M of Orrstown Financial Services stock for Q4 2023, up 42% quarter-over-quarter.
  • 13 funds opened new Orrstown Financial Services positions in Q4 2023 and 4 closed out, a net change of +9 holders.
  • The largest Orrstown Financial Services buyer in Q4 2023 was Fourthstone LLC, an estimated $3.91M added.
  • The largest Orrstown Financial Services seller in Q4 2023 was Fidelity Investments, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2023.