Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORCHID IS CAP INC (ORC)

187 + 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
↑ +31
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — ORC

Based on 183 hedge funds · latest filing: 2025 Q4 · 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
183 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 — +54% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+54% 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 — 73% buying

128 buying48 selling
Last quarter: 128 funds were net buyers (50 opened a brand new position + 78 added to an existing one). Only 48 were sellers (29 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening a new ORC position: 42 → 39 → 25 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 33% new
76 out of 183 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.
➡️

Steady discovery — ~50 new funds/quarter

26 → 42 → 39 → 25 → 50 new funds/Q
New funds entering each quarter: 42 → 39 → 25 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 12% 1-2yr ■ 38% new
Of 187 current holders: 94 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
28 of 183 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ORC
2026 Q1 Stats Unlock in 16 days 187 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 187 157 19.11%
13F Shares 74M 50M 49.97%
Total Value $535M $347M 54.05%
New Positions 50 26 +24
Increased Positions 89 79 +10
Closed Positions 20 26 -6
Reduced Positions 32 35 -3
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: ORC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

187 + investors

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

Top 25 institutional holders of ORC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.69% 333,151 $2.3M
2 Aegis Wealth Management, Inc. 0.23% 41,127 $289K
3 Y-Intercept (Hong Kong) Ltd 0.08% 579,236 $4.1M
4 BCS Wealth Management 0.08% 52,938 $372K
5 Three Magnolias Financial Advisors, LLC 0.07% 15,001 $105K
6 Global Assets Advisory, LLC 0.05% 27,093 $190K
7 Genesis Wealth Advisors, LLC 0.05% 10,336 $73K
8 EVOLUTION WEALTH MANAGEMENT INC. 0.03% 5,584 $39K
9 AlphaQuest LLC 0.02% 46,819 $337K
10 Madison Wealth Partners, Inc 0.02% 15,500 $109K
11 PFG Investments, LLC 0.01% 33,705 $237K
12 Clark Asset Management, LLC 0.01% 14,401 $101K
13 WOLVERINE ASSET MANAGEMENT LLC 0.01% 126,573 $890K
14 WEDBUSH SECURITIES INC 0.01% 31,665 —
15 World Investment Advisors 0.00% 34,011 $239K
16 Police & Firemen's Retirement System of New Jersey 0.00% 44,616 $314K
17 Ethic Inc. 0.00% 20,768 $146K
18 Arizona State Retirement System 0.00% 50,361 $354K
19 Merit Financial Group, LLC 0.00% 37,645 $265K
20 Bogart Wealth, LLC 0.00% 5,640 $40K
21 SG Americas Securities, LLC 0.00% 179,209 $1K
22 KLP KAPITALFORVALTNING AS 0.00% 40,400 $288K
23 NISA INVESTMENT ADVISORS, LLC 0.00% 36,451 $261K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 92,893 $653K
25 STRS OHIO 0.00% 32,300 $227K
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 — 73% buying: Last quarter: 128 funds were net buyers (50 opened a brand new position + 78 added to an existing one). Only 48 were sellers (29 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ORC holders?

Strong quality — 39% AUM from major funds: 28 of 183 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ORC?

42% of holders stayed for 2+ years: 76 out of 183 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.