As of the latest SEC filings, Origin Investment Corp I (ORIQ) is held by 9 institutional funds. The largest fund shareholder is The Merger Fund (MERIX), holding an estimated $3,780,763.00 in market value, representing 0.15% of its portfolio.
Funds holding Origin Investment Corp I (ORIQ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ORIQ
- CIK:
- 0002044523
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 0.15% | $3,780,763.00 | 370,300 | Mar 31, 2026 | May 29, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $223,041.28 | 21,824 | Feb 28, 2026 | Apr 24, 2026 |
|
-
JNL Multi-Manager Alternative Fund
|
ETF | Independent / Boutique | 0.02% | $209,233.53 | 20,493 | Mar 31, 2026 | May 28, 2026 |
|
WCEIX
Virtus Westchester Event-Driven Fund
|
MF | Duff & Phelps / Virtus | 0.09% | $112,922.60 | 11,060 | Mar 31, 2026 | May 29, 2026 |
|
WCFRX
Virtus Westchester Credit Event Fund
|
MF | Duff & Phelps / Virtus | 0.10% | $81,434.96 | 7,976 | Mar 31, 2026 | May 29, 2026 |
|
PMSAX
Global Multi-Strategy Fund
|
MF | Independent / Boutique | 0.01% | $52,663.66 | 5,153 | Feb 28, 2026 | Apr 24, 2026 |
|
RBNAX
Robinson Opportunistic Income Fund
|
MF | Independent / Boutique | 0.48% | $51,050.00 | 5,000 | Mar 31, 2026 | May 21, 2026 |
|
-
JNL/Westchester Capital Event Driven Fund
|
ETF | Independent / Boutique | 0.09% | $41,095.25 | 4,025 | Mar 31, 2026 | May 28, 2026 |
|
MERVX
The Merger Fund VL
|
MF | Independent / Boutique | 0.16% | $38,154.77 | 3,737 | Mar 31, 2026 | May 29, 2026 |
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