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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Jane Street
2
Jane Street
New York
$3.74M
3
SI
3
Scout Investments
Missouri
$3.6M
4
WI
4
WHV Investments
California
$3.33M
5
TAM
5
Todd Asset Management
Kentucky
$20.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
UBS AM
2
UBS AM
Illinois
$881K
3
PAG
3
Private Advisor Group
New Jersey
$330K
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M
5
HJGA
5
Hardman Johnston Global Advisors
Connecticut
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$2.35M 32,908 +4,682 +17%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.34M 32,802 +7,837 +31%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.15M 30,111 -2,711 -8%
ACM
29
Ativo Capital Management
Illinois
$2.08M 29,125 +29,125 New
EVM
30
Eaton Vance Management
Massachusetts
$1.85M 25,893 +340 +1%
SBAM
31
Santa Barbara Asset Management
California
$1.76M 24,611 +24,611 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.74M 24,404 +16,805 +221%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$1.67M 23,322 +1,153 +5%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.56M 21,897 +21,897 New
UBS Group
35
UBS Group
Switzerland
$1.55M 21,745 +2,059 +10%
FA
36
FDx Advisors
Illinois
$1.38M 19,292 +4,936 +34%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.36M 19,111 +13,711 +254%
Comerica Bank
38
Comerica Bank
Texas
$1.17M 15,984 -283 -2%
AT
39
Arden Trust
Delaware
$1.15M 16,147 +618 +4%
Bessemer Group
40
Bessemer Group
New Jersey
$1.15M 16,057 +200 +1%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.14M 15,952 -2,075 -12%
WAM
42
World Asset Management
Michigan
$1.08M 15,129 +1,087 +8%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.05M 14,689 -8,632 -37%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.01M 14,121 +923 +7%
UBS AM
45
UBS AM
Illinois
$881K 12,341 -100,721 -89%
CS
46
Credit Suisse
Switzerland
$860K 12,048 +12,048 New
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$853K 11,944 +1,600 +15%
1GA
48
1st Global Advisors
Texas
$809K 11,333 +4,049 +56%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$789K 11,054 +8 +0.1%
CIM
50
Calvert Investment Management
Maryland
$785K 10,994 – –
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