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ORIX
IX

Overview Fund Activity

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$9.54M
2
AIM
2
abrdn Investment Management
United Kingdom
$10.8M
3
GC
3
Gratry & Company
Ohio
$8.45M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$9.94M
5
SB
5
Suntrust Banks
Georgia
$2.94M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
AG
2
Aperio Group
California
$6.65M
3
EGA
3
Eagle Global Advisors
Texas
$13.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$391K
5
PPA
5
Parametric Portfolio Associates
Washington
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$3.39M 38,076 +4,160 +12%
William Blair & Company
27
William Blair & Company
Illinois
$3.38M 37,938 -6,883 -15%
SB
28
Suntrust Banks
Georgia
$2.94M 33,067 +33,067 New
Comerica Bank
29
Comerica Bank
Texas
$2.67M 30,002 -3,179 -10%
Morgan Stanley
30
Morgan Stanley
New York
$2.53M 28,363 +6,397 +29%
PI
31
Placemark Investments
Illinois
$2.37M 26,598 -3,912 -13%
EVM
32
Eaton Vance Management
Massachusetts
$2.06M 23,146 -8,176 -26%
MCM
33
McKinley Capital Management
Alaska
$2.02M 22,656 +3,294 +17%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.66M 18,600 +9,415 +103%
WAM
35
World Asset Management
Michigan
$1.6M 17,936 -4,937 -22%
CAM
36
Capstone Asset Management
Texas
$1.56M 17,537 +1,480 +9%
U
37
UBS
Switzerland
$1.52M 17,100 +1,378 +9%
AT
38
Arden Trust
Delaware
$1.31M 14,722 -281 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.25M 14,062 -4,124 -23%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.22M 13,665 +884 +7%
CIM
41
Calvert Investment Management
Maryland
$1.22M 13,648 -6,868 -33%
WT
42
Wilmington Trust
Delaware
$1.13M 12,660 +12,660 New
Truist Financial
43
Truist Financial
North Carolina
$1.06M 11,923 -509 -4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.04M 11,622 -500 -4%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.01M 11,346 -3,779 -25%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$785K 8,815 +5,329 +153%
NA
47
Navellier & Associates
Nevada
$653K 7,330 +1,386 +23%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$641K 7,199 – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$640K 7,180 +936 +15%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$587K 6,593 -57 -0.9%
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