Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orchid Is Cap Inc (ORC)

191 + 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
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — ORC

Based on 191 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
191 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 — +34% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+34% 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 — 60% buying

130 buying86 selling
Last quarter: 130 funds were net buyers (46 opened a brand new position + 84 added to an existing one). Only 86 were sellers (40 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 26 → 52 → 46. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 29% medium ■ 30% new
77 out of 191 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.
📈

Growing discovery — still being found

45 → 43 → 26 → 52 → 46 new funds/Q
New funds entering each quarter: 43 → 26 → 52 → 46. A growing number of institutions are discovering ORC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 36% newcomers

■ 52% veterans ■ 12% 1-2yr ■ 36% new
Entry-cohort mix of 194 holders: 100 (52%) are 2+ year veterans, 24 entered 1–2 years ago, and 70 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
41 of 191 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 130 hedge funds were net buyers of ORC (46 opened a new position, 84 added to an existing one), while 86 reduced or exited (40 trimmed, 46 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in ORC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 191.

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.

Is It Too Late to Buy Orchid Is Cap Inc (ORC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ORC has moved relative to its sector benchmark (XLRE) 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 · 80d ago
ORC
nan%
XLRE
+7.7%

ORC outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
ORC
nan%
XLRE
+1.7%

Since the filing became public, ORC outperformed XLRE by nan% .

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.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: ORC
191 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 191 191 -
13F Shares 79M 75M 6.52%
Total Value $539M $536M 0.47%
New Positions 46 52 -6
Increased Positions 83 81 +2
Closed Positions 46 20 +26
Reduced Positions 39 29 +10
Total Calls 1 3 -66.67%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 0.67 Bearish

Statistics: ORC

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Financial Highlights

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Institutional Holders (2026 Q1)

191 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GraniteShares Advisors LLC 1.69% 333,151 $2.3M
2 Virtus Advisers, LLC 0.38% 115,254 $810K
3 Aegis Wealth Management, Inc. 0.23% 41,127 $289K
4 Founders Financial Alliance, LLC 0.20% 159,160 $1.1M
5 EntryPoint Capital, LLC 0.11% 55,342 $389K
6 Van Diest Capital, LLC 0.10% 17,860 $126K
7 Financial Gravity Asset Management, Inc. 0.10% 78,769 $554K
8 Advisors Asset Management, Inc. 0.08% 693,031 $4.9M
9 Y-Intercept (Hong Kong) Ltd 0.08% 579,236 $4.1M
10 BCS Wealth Management 0.08% 52,938 $372K
11 Three Magnolias Financial Advisors, LLC 0.07% 15,001 $105K
12 Segall Bryant & Hamill, LLC 0.06% 489,391 $3.6M
13 Nebula Research & Development LLC 0.06% 98,093 $688K
14 Global Assets Advisory, LLC 0.05% 27,093 $190K
15 Engineers Gate Manager LP 0.05% 618,205 $4.3M
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% 5,673,362 $39.9M
17 Independent Financial Group, LLC 0.05% 239,958 $1.7M
18 Genesis Wealth Advisors, LLC 0.05% 10,336 $73K
19 Two Sigma Securities, LLC 0.04% 51,975 $365K
20 Two Sigma Advisers, LP 0.04% 2,803,200 $20.2M
21 Odyssean, LLC 0.03% 13,164 $93K
22 Polymer Capital Management (US) LLC 0.03% 41,386 $291K
23 Evolution Wealth Management INC. 0.03% 5,584 $39K
24 AlphaQuest LLC 0.02% 46,819 $337K
25 Rogco, LP 0.02% 7,975 $56K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ORC?

More buyers than sellers — 60% buying: Last quarter: 130 funds were net buyers (46 opened a brand new position + 84 added to an existing one). Only 86 were sellers (40 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ORC holders?

Strong quality — 38% AUM from major funds: 41 of 191 holders rank in the top 100 by AUM, accounting for 38% 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?

40% of holders stayed for 2+ years: 77 out of 191 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.

Is it too late to buy Orchid Is Cap Inc (ORC) following the 2026 Q1 hedge fund 13F filings?

As of today, ORC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ORC has gained nan% vs +7.7% for XLRE. 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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