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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $224M invested in ORIX in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
30
Reduced
30
Closed
16
Calls
$21.3M
Puts
$35.5B
Net Calls
-$35.5B
Net Calls Change
-$35.5B

Top Buyers

1
AG
1
Aperio Group
California
$5.27M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$12.8M
3
TWI
3
Thomas White International
Illinois
$4.03M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.18M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.58M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$0
2
BTS
2
BB&T Securities
Virginia
$0
3
GC
3
Gratry & Company
Ohio
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.78M
5
SB
5
Suntrust Banks
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$1.57M 22,210 -7,792 -26%
EVM
27
Eaton Vance Management
Massachusetts
$1.47M 20,928 -2,218 -10%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$1.42M 20,163 +6,498 +48%
MCM
29
McKinley Capital Management
Alaska
$1.37M 19,413 -3,243 -14%
CAM
30
Capstone Asset Management
Texas
$1.32M 18,657 +1,120 +6%
RFC
31
Regions Financial Corp
Alabama
$1.27M 17,952 +17,952 New
U
32
UBS
Switzerland
$1.2M 17,002 -98 -0.6%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.13M 15,965 +7,150 +81%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.12M 15,851 +4,229 +36%
WAM
35
World Asset Management
Michigan
$1.03M 14,597 -3,339 -19%
Truist Financial
36
Truist Financial
North Carolina
$1.03M 14,572 +2,649 +22%
AT
37
Arden Trust
Delaware
$994K 14,106 -616 -4%
Two Sigma Investments
38
Two Sigma Investments
New York
$988K 14,023 +11,542 +465%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$952K 13,519 -543 -4%
AssetMark Inc
40
AssetMark Inc
California
$845K 11,990 -28,070 -70%
HCMT
41
Highland Capital Management (Texas)
Texas
$831K 59,000 +59,000 New
Natixis Advisors
42
Natixis Advisors
Massachusetts
$811K 11,508 -7,092 -38%
CIM
43
Calvert Investment Management
Maryland
$743K 10,548 -3,100 -23%
RCM
44
Riverhead Capital Management
Delaware
$719K 10,200 +10,200 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$589K 8,363 +1,183 +16%
PRC
46
Platte River Capital
Colorado
$564K 8,000 -34,446 -81%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$507K 7,199 – –
Citigroup
48
Citigroup
New York
$463K 6,567 +799 +14%
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$451K 6,399 -194 -3%
BCAM
50
Boston Common Asset Management
Massachusetts
$426K 6,040 – –
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