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ORIX
IX

Overview Fund Activity

96 hedge funds and large institutions have $259M invested in ORIX in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
33
Reduced
31
Closed
15
Calls
$24.7M
Puts
$41.2B
Net Calls
-$41.1B
Net Calls Change
-$5.67B

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$3.67M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$3.73M
3
AssetMark Inc
3
AssetMark Inc
California
$3.54M
4
AIM
4
abrdn Investment Management
United Kingdom
$1.71M
5
UBS AM
5
UBS AM
Illinois
$9.25M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$8.25M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$9.44M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.42M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$17.7M
5
TAM
5
Todd Asset Management
Kentucky
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$3.42M 41,200 -32,266 -44%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.47M 29,688 -762 -3%
PI
28
Placemark Investments
Illinois
$2.02M 24,302 -690 -3%
RFC
29
Regions Financial Corp
Alabama
$1.79M 21,556 +3,604 +20%
AIM
30
abrdn Investment Management
United Kingdom
$1.71M 20,600 +20,600 New
EVM
31
Eaton Vance Management
Massachusetts
$1.7M 20,470 -458 -2%
CAM
32
Capstone Asset Management
Texas
$1.62M 19,507 +850 +5%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.52M 18,349 -1,814 -9%
U
34
UBS
Switzerland
$1.45M 17,411 +409 +2%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.33M 15,965 – –
Truist Financial
36
Truist Financial
North Carolina
$1.26M 15,179 +607 +4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1.24M 14,909 -942 -6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$1.19M 14,308 +8,811 +160%
WAM
39
World Asset Management
Michigan
$1.18M 14,259 -338 -2%
AT
40
Arden Trust
Delaware
$1.14M 13,699 -407 -3%
Comerica Bank
41
Comerica Bank
Texas
$1.11M 13,304 -8,906 -40%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.07M 12,930 -589 -4%
HCMT
43
Highland Capital Management (Texas)
Texas
$988K 59,000 – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$932K 11,226 +2,863 +34%
CIM
45
Calvert Investment Management
Maryland
$898K 10,813 +265 +3%
RCM
46
Riverhead Capital Management
Delaware
$847K 10,200 – –
FA
47
FDx Advisors
Illinois
$604K 7,268 +3,742 +106%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$598K 7,199 – –
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$562K 6,765 +366 +6%
Citigroup
50
Citigroup
New York
$542K 6,526 -41 -0.6%
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