Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORION GROUP HLDGS INC COM (ORN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — ORN

Based on 160 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ORN 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
160 hedge funds hold ORN 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

75 buying68 selling
Last quarter: 75 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 23 → 25 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 19% new
87 out of 160 hedge funds have held ORN 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 +23% but shares only +3% — price-driven

Value
+22%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +3%. 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.
➡️

Steady discovery — ~27 new funds/quarter

44 → 28 → 23 → 25 → 27 new funds/Q
New funds entering each quarter: 28 → 23 → 25 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 12% 1-2yr ■ 26% new
Of 160 current holders: 99 (62%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
42 of 160 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — ORN

In 2025 Q4, 75 hedge funds were net buyers of ORN (27 opened a new position, 48 added to an existing one), while 68 reduced or exited (56 trimmed, 12 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in ORN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 160.

Hedge Fund Ownership: ORN

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

Market Analysis: ORN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ORN

-- --

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.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: ORN
2026 Q1 Stats Unlock in 4 days 154 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 154 140 10.0%
13F Shares 33M 33M 1.18%
Total Value $331M $274M 20.93%
New Positions 25 23 +2
Increased Positions 47 44 +3
Closed Positions 11 22 -11
Reduced Positions 56 48 +8
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ORN

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Institutional Holders (2026 Q1)

154 + investors

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

QUARTER:
Top 25 institutional holders of ORN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Simcoe Capital LLC 2.92% 292,200 $3.2M
2 Archon Capital Management LLC 1.96% 318,980 $3.5M
3 GRACE & WHITE INC /NY 1.72% 893,822 $9.7M
4 FORMULA GROWTH LTD 1.46% 297,696 $3.2M
5 WESTERLY CAPITAL MANAGEMENT, LLC 1.30% 440,000 $4.8M
6 FIRST WILSHIRE SECURITIES MANAGEMENT INC 1.30% 528,208 $5.8M
7 Seros Financial, LLC 1.17% 168,704 $1.8M
8 Cruiser Capital Advisors, LLC 1.03% 244,104 $2.7M
9 ESSEX INVESTMENT MANAGEMENT CO LLC 0.80% 461,772 $5.0M
10 De Lisle Partners LLP 0.54% 414,651 $4.5M
11 NEXT CENTURY GROWTH INVESTORS LLC 0.52% 656,914 $7.2M
12 BRANDES INVESTMENT PARTNERS, LP 0.40% 5,159,835 $56.2M
13 CenterBook Partners LP 0.32% 543,751 $5.9M
14 ARDSLEY ADVISORY PARTNERS LP 0.28% 200,000 $2.2M
15 JB CAPITAL PARTNERS LP 0.24% 130,000 $1.4M
16 GENDELL JEFFREY L 0.16% 1,104,300 $12.0M
17 ROYCE & ASSOCIATES LP 0.16% 1,483,514 $16.2M
18 KENNEDY CAPITAL MANAGEMENT LLC 0.16% 689,902 $7.5M
19 Informed Momentum Co LLC 0.15% 117,318 $1.3M
20 Legato Capital Management LLC 0.14% 143,016 $1.6M
21 WASATCH ADVISORS LP 0.12% 1,656,834 $18.1M
22 GLOBEFLEX CAPITAL L P 0.12% 71,310 $777K
23 Harbour Capital Advisors, LLC 0.10% 43,850 $532K
24 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% 716,953 $7.8M
25 Integrated Quantitative Investments LLC 0.06% 28,561 $311K
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 — ORION GROUP HLDGS INC COM (ORN)

What does the Smart Money Trend signal show for ORN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ORN 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 ORN?

Slight buying edge — 52% buying: Last quarter: 75 funds bought or added vs 68 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ORN holders?

Strong quality — 28% AUM from major funds: 42 of 160 holders rank in the top 100 by AUM, accounting for 28% 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 ORN?

54% of holders stayed for 2+ years: 87 out of 160 hedge funds have held ORN 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.