Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orchid Is Cap Inc (ORC)

197 + Investors. Track Smart Money conviction in ORC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — ORC

Based on 200 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ORC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
200 hedge funds hold ORC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

135 buying81 selling
Last quarter: 135 funds were net buyers (46 opened a brand new position + 89 added to an existing one). Only 81 were sellers (43 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 53 → 46 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 28% new
82 out of 200 hedge funds have held ORC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +53% but shares only +9% — price-driven

Value
+52%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +53%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

44 → 26 → 53 → 46 → 46 new funds/Q
New funds entering each quarter: 26 → 53 → 46 → 46. A growing number of institutions are discovering ORC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 50% veterans vs 35% newcomers

■ 50% veterans ■ 15% 1-2yr ■ 35% new
Entry-cohort mix of 204 holders: 103 (50%) are 2+ year veterans, 30 entered 1–2 years ago, and 71 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds
44 of 200 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in ORC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ORC

In 2026 Q2, 135 hedge funds were net buyers of ORC (46 opened a new position, 89 added to an existing one), while 81 reduced or exited (43 trimmed, 38 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 76% of total institutional value in ORC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 200.

Hedge Fund Ownership: ORC

How many hedge funds hold ORC — quarterly history vs. share price
Quarterly hedge fund ownership of ORC vs. share price

Market Analysis: ORC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ORC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ORC
197 + Investors

Track Smart Money conviction in ORC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 197 192 2.6%
13F Shares 85M 79M 6.77%
Total Value $587M $539M 8.93%
New Positions 45 46 -1
Increased Positions 87 83 +4
Closed Positions 40 46 -6
Reduced Positions 41 40 +1
Total Calls 3 1 200.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 2.0 Bullish

Statistics: ORC

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Institutional Holders (2026 Q2)

197 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ORC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ORC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.72% 383,326 $2.7M
2 VARCOV Co. 0.65% 244,708 $1.7M
3 Virtus Advisers, LLC 0.31% 116,874 $815K
4 Aegis Wealth Management, Inc. 0.19% 42,727 $298K
5 Founders Financial Alliance, LLC 0.14% 154,273 $1.1M
6 Advisors Asset Management, Inc. 0.11% 1,020,570 $7.1M
7 Financial Gravity Companies, Inc. 0.09% 76,894 $536K
8 BCS Wealth Management 0.07% 54,876 $382K
9 Bayforest Capital Ltd 0.07% 10,588 $74K
10 Three Magnolias Financial Advisors, LLC 0.06% 15,001 $105K
11 Genesis Wealth Advisors, LLC 0.05% 12,816 $89K
12 Wolverine Asset Management LLC 0.04% 706,855 $4.9M
13 Bridgefront Capital, LLC 0.04% 22,198 $155K
14 Segall Bryant & Hamill, LLC 0.04% 440,927 $3.1M
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 3,847,111 $26.8M
16 Independent Financial Group, LLC 0.03% 239,570 $1.7M
17 Quantbot Technologies LP 0.03% 97,393 $679K
18 Evolution Wealth Management INC. 0.02% 5,584 $39K
19 Fulcrum Asset Management LLP 0.02% 30,362 $212K
20 Capital Fund Management S.A. 0.02% 684,503 $4.8M
21 Inceptionr LLC 0.02% 11,425 $80K
22 Picton Mahoney Asset Management 0.02% 356,278 $2.5M
23 Rogco, LP 0.02% 7,975 $56K
24 Campbell & CO Investment Adviser LLC 0.02% 41,090 $286K
25 Madison Wealth Partners, Inc 0.01% 15,500 $108K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Orchid Is Cap Inc (ORC)

What does the Smart Money Trend signal show for ORC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ORC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ORC?

More buyers than sellers — 62% buying: Last quarter: 135 funds were net buyers (46 opened a brand new position + 89 added to an existing one). Only 81 were sellers (43 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ORC holders?

Elite ownership — 76% AUM from top-100 funds: 44 of 200 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in ORC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ORC?

41% of holders stayed for 2+ years: 82 out of 200 hedge funds have held ORC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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