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ORIX
IX

Overview Fund Activity

91 hedge funds and large institutions have $267M invested in ORIX in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
36
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$4.02M
2
EGA
2
Eagle Global Advisors
Texas
$16M
3
AssetMark Inc
3
AssetMark Inc
California
$3.61M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.4M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$4.3M

Top Sellers

1
IG
1
ING Group
Netherlands
$5.97M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
PRC
3
Platte River Capital
Colorado
$3.97M
4
CS
4
Credit Suisse
Switzerland
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$2.72M 33,181 +3,002 +10%
EVM
27
Eaton Vance Management
Massachusetts
$2.56M 31,322 +5,673 +22%
PI
28
Placemark Investments
Illinois
$2.5M 30,510 +5,031 +20%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$2.4M 29,299 +29,299 New
WAM
30
World Asset Management
Michigan
$1.87M 22,873 -2,624 -10%
Morgan Stanley
31
Morgan Stanley
New York
$1.8M 21,966 +2,725 +14%
AIM
32
abrdn Investment Management
United Kingdom
$1.69M 20,600 – –
CIM
33
Calvert Investment Management
Maryland
$1.68M 20,516 – –
MCM
34
McKinley Capital Management
Alaska
$1.58M 19,362 +15,245 +370%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.49M 18,186 +4,162 +30%
CAM
36
Capstone Asset Management
Texas
$1.31M 16,057 +1,420 +10%
U
37
UBS
Switzerland
$1.29M 15,722 +393 +3%
Jane Street
38
Jane Street
New York
$1.27M 15,463 +15,463 New
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.24M 15,125 – –
AT
40
Arden Trust
Delaware
$1.23M 15,003 -7,018 -32%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.05M 12,781 +444 +4%
Truist Financial
42
Truist Financial
North Carolina
$1.02M 12,432 -40 -0.3%
AllianceBernstein
43
AllianceBernstein
Tennessee
$992K 12,122 -4,308 -26%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$751K 9,185 +1,407 +18%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$589K 7,199 – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$562K 6,874 +1,505 +28%
BCAM
47
Boston Common Asset Management
Massachusetts
$554K 6,770 -1,060 -14%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$545K 6,650 +134 +2%
IB
49
Intrust Bank
Kansas
$539K 6,582 -1,259 -16%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$511K 6,244 +6,181 +9,811%
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