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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $230M invested in ORIX in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
35
Reduced
28
Closed
10
Calls
$20.7M
Puts
$64M
Net Calls
-$43.3M
Net Calls Change
+$41.1B

Top Buyers

1
RG
1
Renaissance Group
Kentucky
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.3M
3
MAA
3
Managed Account Advisors
New Jersey
$8.63M
4
MCM
4
McKinley Capital Management
Alaska
$1.62M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$4.25M
2
AssetMark Inc
2
AssetMark Inc
California
$1.02M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$1.93M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.01M 29,206 -482 -2%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.93M 27,906 -16,957 -38%
PI
28
Placemark Investments
Illinois
$1.71M 24,795 +493 +2%
MCM
29
McKinley Capital Management
Alaska
$1.62M 23,534 +19,740 +520%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.55M 22,453 +4,104 +22%
RFC
31
Regions Financial Corp
Alabama
$1.48M 21,408 -148 -0.7%
AIM
32
abrdn Investment Management
United Kingdom
$1.42M 20,600 – –
CAM
33
Capstone Asset Management
Texas
$1.4M 20,337 +830 +4%
EVM
34
Eaton Vance Management
Massachusetts
$1.37M 19,913 -557 -3%
U
35
UBS
Switzerland
$1.21M 17,564 +153 +0.9%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$1.15M 16,630 +665 +4%
AssetMark Inc
37
AssetMark Inc
California
$1.02M 14,782 -27,858 -65%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$1.01M 14,605 +297 +2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$973K 14,108 -801 -5%
Bessemer Group
40
Bessemer Group
New Jersey
$969K 14,030 +14,030 New
WAM
41
World Asset Management
Michigan
$932K 13,513 -746 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$928K 13,447 +2,221 +20%
AT
43
Arden Trust
Delaware
$913K 13,228 -471 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$904K 13,115 +185 +1%
Comerica Bank
45
Comerica Bank
Texas
$860K 12,468 -836 -6%
FA
46
FDx Advisors
Illinois
$736K 10,666 +3,398 +47%
RCM
47
Riverhead Capital Management
Delaware
$705K 10,200 – –
Citigroup
48
Citigroup
New York
$580K 8,398 +1,872 +29%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$497K 7,199 – –
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$436K 6,315 -450 -7%
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