OBT NASDAQ
Orange County Bancorp, Inc.
1W: +2.5%
1M: -4.0%
3M: -2.4%
YTD: +19.8%
1Y: +28.4%
3Y: +127.0%
5Y: +131.2%
$34.05
+0.06 (+0.18%)
Weekly Expected Move ±4.3%
$30
$31
$33
$34
$36
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — OBT
107
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$210M
Total Invested
13
New Positions
30
Increased
42
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (124 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | 2,122,980 | $$72M | +1,021,363 | +92.7% | 13Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,892,320 | $$64M | -50,029 | -2.6% | 7Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 923,404 | $$31M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 577,955 | $$20M | +27,035 | +4.9% | 12Q | SEC ↗ |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 497,422 | $$17M | -76,848 | -13.4% | 13Q | SEC ↗ |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, | 309,310 | $$11M | -4,157 | -1.3% | 13Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 260,473 | $$9M | +1,850 | +0.7% | 13Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 244,668 | $$8M | +1,200 | +0.5% | 12Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 235,280 | $$8M | +68,875 | +41.4% | 11Q | SEC ↗ |
| 10 | BANC FUNDS CO LLC | 197,536 | $$7M | — | +0.0% | 13Q | SEC ↗ |
| 11 | STATE STREET CORP | 187,148 | $$6M | +20,914 | +12.6% | 12Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 126,936 | $$4M | +29,205 | +29.9% | 11Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 88,710 | $$3M | +2,913 | +3.4% | 13Q | SEC ↗ |
| 14 | BROWN BROTHERS HARRIMAN & CO | 84,374 | $$3M | — | +0.0% | 4Q | SEC ↗ |
| 15 | EJF Capital LP | 80,842 | $$3M | -10,322 | -11.3% | 4Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO NEW | 72,075 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 72,028 | $$2M | -69,510 | -49.1% | 8Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 67,800 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 55,519 | $$2M | +7,513 | +15.7% | 12Q | SEC ↗ |
| 20 | MARSHALL WACE, LLP | 54,236 | $$2M | +3,225 | +6.3% | 3Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 50,444 | $$2M | -1,456 | -2.8% | 13Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 47,658 | $$2M | +11,105 | +30.4% | 13Q | SEC ↗ |
| 23 | HSBC HOLDINGS PLC | 46,800 | $$2M | -59,722 | -56.1% | 5Q | SEC ↗ |
| 24 | MILLENNIUM MANAGEMENT LLC | 43,997 | $$1M | -8,559 | -16.3% | 4Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 43,097 | $$1M | +21,678 | +101.2% | 7Q | SEC ↗ |
| 26 | Nuveen, LLC | 42,354 | $$1M | +11,500 | +37.3% | 5Q | SEC ↗ |
| 27 | TWO SIGMA INVESTMENTS, LP | 39,768 | $$1M | -13,094 | -24.8% | 6Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 37,878 | $$1M | -356 | -0.9% | 3Q | SEC ↗ |
| 29 | KEYBANK NATIONAL ASSOCIATION/OH | 35,000 | $$1M | — | +0.0% | 13Q | SEC ↗ |
| 30 | VICTORY CAPITAL MANAGEMENT INC | 34,000 | $$1M | -4,000 | -10.5% | 4Q | SEC ↗ |
| 31 | BARCLAYS PLC | 33,498 | $$1M | -19,053 | -36.3% | 12Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 32,789 | $$1M | +369 | +1.1% | 12Q | SEC ↗ |
| 33 | Carnegie Investment Counsel | 31,428 | $$1M | +3,028 | +10.7% | 5Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 29,194 | $$994K | +7,174 | +32.6% | 3Q | SEC ↗ |
| 35 | Quantinno Capital Management LP | 28,841 | $$982K | +5,937 | +25.9% | 4Q | SEC ↗ |
| 36 | Fourthstone LLC | 27,384 | $$932K | -165,462 | -85.8% | 4Q | SEC ↗ |
| 37 | SummerHaven Investment Management, LLC | 27,187 | $$926K | -3,355 | -11.0% | 3Q | SEC ↗ |
| 38 | U.S. Capital Wealth Advisors, LLC | 26,998 | $$919K | — | +0.0% | 5Q | SEC ↗ |
| 39 | MARTINGALE ASSET MANAGEMENT L P | 24,780 | $$844K | — | +0.0% | 5Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 22,900 | $$780K | +14,400 | +169.4% | 7Q | SEC ↗ |
| 41 | Gator Capital Management, LLC | 21,570 | $$734K | +1,145 | +5.6% | 4Q | SEC ↗ |
| 42 | LPL Financial LLC | 21,219 | $$723K | -1,066 | -4.8% | 6Q | SEC ↗ |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 17,876 | $$609K | — | +0.0% | 1Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 16,828 | $$573K | — | +0.0% | 12Q | SEC ↗ |
| 45 | TWO SIGMA ADVISERS, LP | 14,600 | $$497K | +2,000 | +15.9% | 3Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 13,001 | $$443K | +4,563 | +54.1% | 12Q | SEC ↗ |
| 47 | XTX Topco Ltd NEW | 12,589 | $$429K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Squarepoint Ops LLC | 12,455 | $$424K | -14,431 | -53.7% | 4Q | SEC ↗ |
| 49 | Hillsdale Investment Management Inc. | 12,200 | $$415K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Qube Research & Technologies Ltd NEW | 11,130 | $$379K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 923,404 | $$31M |
| VANGUARD FIDUCIARY TRUST CO | 72,075 | $$2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 67,800 | $$2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 17,876 | $$609K |
| XTX Topco Ltd | 12,589 | $$429K |
| Qube Research & Technologies Ltd | 11,130 | $$379K |
| PRICE T ROWE ASSOCIATES INC /MD | 9,409 | $$320K |
| IEQ CAPITAL, LLC | 6,411 | $$218K |
| Invesco Ltd. | 6,317 | $$215K |
| Vanguard Global Advisers, LLC | 3,762 | $$128K |
| SJS Investment Consulting Inc. | 4 | $$0K |
| Wealth Preservation Advisors, LLC | 2 | $$0K |
| JPL Wealth Management, LLC | 2 | $$0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 198,200 | $$7M |
| BOOTHBAY FUND MANAGEMENT, LLC | 63,380 | $$2M |
| Azora Capital LP | 53,679 | $$2M |
| KENNEDY CAPITAL MANAGEMENT LLC | 32,785 | $$1M |
| CITADEL ADVISORS LLC | 31,577 | $$1M |
| PMC FIG Opportunities LLC | 27,230 | $$927K |
| NorthCrest Asset Manangement, LLC | 26,116 | $$889K |
| HENNESSY ADVISORS INC | 25,000 | $$851K |
| JANE STREET GROUP, LLC | 13,562 | $$462K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11,880 | $$405K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,582 | $$394K |
| Persistent Asset Partners Ltd | 9,390 | $$320K |
| Susquehanna Portfolio Strategies, L | 8,500 | $$289K |
| CULBERTSON A N & CO INC | 8,300 | $$283K |
| ALGERT GLOBAL LLC | 7,944 | $$270K |
| MALTESE CAPITAL MANAGEMENT LLC | 7,921 | $$270K |
| Cubist Systematic Strategies, LLC | 7,634 | $$260K |
| SG Americas Securities, LLC | 5,098 | $$174K |
| RAYMOND JAMES FINANCIAL INC | 4,040 | $$138K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1,870 | $$64K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Orange Investment Advisors, Inc. | +1,021,363 | +92.7% | 2,122,980 |
| AMERICAN CENTURY COMPANIES INC | +68,875 | +41.4% | 235,280 |
| DIMENSIONAL FUND ADVISORS LP | +29,205 | +29.9% | 126,936 |
| VANGUARD GROUP INC | +27,035 | +4.9% | 577,955 |
| AMERIPRISE FINANCIAL INC | +21,678 | +101.2% | 43,097 |
| STATE STREET CORP | +20,914 | +12.6% | 187,148 |
| RENAISSANCE TECHNOLOGIES LLC | +14,400 | +169.4% | 22,900 |
| Nuveen, LLC | +11,500 | +37.3% | 42,354 |
| BANK OF AMERICA CORP /DE | +11,105 | +30.4% | 47,658 |
| EverSource Wealth Advisors, LLC | +8,418 | +2250.8% | 8,792 |
| MORGAN STANLEY | +7,513 | +15.7% | 55,519 |
| AQR CAPITAL MANAGEMENT LLC | +7,174 | +32.6% | 29,194 |
| Quantinno Capital Management LP | +5,937 | +25.9% | 28,841 |
| WELLS FARGO & COMPANY/MN | +4,563 | +54.1% | 13,001 |
| MARSHALL WACE, LLP | +3,225 | +6.3% | 54,236 |
| Carnegie Investment Counsel | +3,028 | +10.7% | 31,428 |
| NORTHERN TRUST CORP | +2,913 | +3.4% | 88,710 |
| BNP PARIBAS FINANCIAL MARKETS | +2,706 | +33.1% | 10,879 |
| TWO SIGMA ADVISERS, LP | +2,000 | +15.9% | 14,600 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,850 | +0.7% | 260,473 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fourthstone LLC | -165,462 | -85.8% | 27,384 |
| WELLINGTON MANAGEMENT GROUP LLP | -76,848 | -13.4% | 497,422 |
| GOLDMAN SACHS GROUP INC | -69,510 | -49.1% | 72,028 |
| HSBC HOLDINGS PLC | -59,722 | -56.1% | 46,800 |
| BlackRock, Inc. | -50,029 | -2.6% | 1,892,320 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -20,863 | -95.1% | 1,086 |
| BARCLAYS PLC | -19,053 | -36.3% | 33,498 |
| Squarepoint Ops LLC | -14,431 | -53.7% | 12,455 |
| TWO SIGMA INVESTMENTS, LP | -13,094 | -24.8% | 39,768 |
| EJF Capital LP | -10,322 | -11.3% | 80,842 |
| MILLENNIUM MANAGEMENT LLC | -8,559 | -16.3% | 43,997 |
| DEUTSCHE BANK AG | -5,451 | -55.9% | 4,293 |
| JPMORGAN CHASE & CO | -5,368 | -53.0% | 4,767 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -4,157 | -1.3% | 309,310 |
| VICTORY CAPITAL MANAGEMENT INC | -4,000 | -10.5% | 34,000 |
| SummerHaven Investment Management, | -3,355 | -11.0% | 27,187 |
| Bank of New York Mellon Corp | -1,456 | -2.8% | 50,444 |
| LPL Financial LLC | -1,066 | -4.8% | 21,219 |
| Connor, Clark & Lunn Investment Man | -990 | -10.6% | 8,352 |
| UBS Group AG | -669 | -14.3% | 4,005 |