Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORIGIN MATERIALS INC (ORGNW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
2Q ▼
Buyers last Q
29%

Smart Money Signals — ORGNW

Based on 15 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ORGNW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 58% of 3.0Y high

58% of all-time peak
Only 15 funds hold ORGNW today versus a peak of 26 funds at 2023 Q4 — just 58% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 29% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold ORGNW compared to a year ago (-29% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 29% buying

2 buying5 selling
Last quarter: 5 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 1 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 33% medium 0% new
10 out of 15 hedge funds have held ORGNW 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.
💎

Buying through price weakness — shares -5%, value -35%

Value
-34%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

4 → 3 → 3 → 1 → 0 new funds/Q
New funds entering each quarter: 3 → 3 → 1 → 0. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 7% 1-2yr 20% new
Of 15 current holders: 11 (73%) 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.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
3 of 15 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ORGNW

In 2026 Q1, 2 hedge funds were net buyers of ORGNW (2 added to existing positions), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 29% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 15.

Hedge Fund Ownership: ORGNW

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

Market Analysis: ORGNW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ORGNW

-- --

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

Is It Too Late to Buy ORIGIN MATERIALS INC (ORGNW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ORGNW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
ORGNW
-74.4%
SPY
+42.5%

ORGNW outperformed SPY by -116.9% since March 31, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ORGNW
15 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 15 18 -16.67%
13F Shares 2M 2M -4.52%
Total Value $7K $11K -34.79%
New Positions 0 1 -1
Increased Positions 2 2 -
Closed Positions 3 3 -
Reduced Positions 2 2 -
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ORGNW

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Institutional Holders (2026 Q1)

15 + investors

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

QUARTER:
Top 15 institutional holders of ORGNW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TWO SIGMA SECURITIES, LLC 0.00% 196,253
2 Marex Group plc 0.00% 30,000 $2K
3 Weiss Asset Management LP 0.00% 888,494 $2K
4 Boussard & Gavaudan Investment Management LLP 0.00% 76,667
5 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 0.00% 521,975 $1K
6 Heathbridge Capital Management Ltd. 0.00% 16,600
7 Saba Capital Management, L.P. 0.00% 155,950
8 MB, LEVIS & ASSOCIATES, LLC 0.00% 2,000
9 LMR Partners LLP 0.00% 200,977
10 TORONTO DOMINION BANK 0.00% 50,500
11 US BANCORP \DE\ 0.00% 35,000
12 WOLVERINE ASSET MANAGEMENT LLC 0.00% 3,561
13 MILLENNIUM MANAGEMENT LLC 0.00% 43,333
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 54,427
15 JANE STREET GROUP, LLC 0.00% 20,000
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 — ORIGIN MATERIALS INC (ORGNW)

What does the Smart Money Trend signal show for ORGNW?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ORGNW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ORGNW?

Heavy selling pressure — only 29% buying: Last quarter: 5 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for ORGNW holders?

Smaller funds dominant — 4% AUM from top-100: 3 of 15 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ORGNW?

67% of holders stayed for 2+ years: 10 out of 15 hedge funds have held ORGNW 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.

Is it too late to buy ORIGIN MATERIALS INC (ORGNW) following the 2026 Q1 hedge fund 13F filings?

Since the quarter end (March 31, 2026), ORGNW has gained -74.4% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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