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ORIX
IX

Overview Fund Activity

122 hedge funds and large institutions have $302M invested in ORIX in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
36
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$7.97M
2
CGT
2
Capital Guardian Trust
California
$3.79M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$3.75M
4
GC
4
Gratry & Company
Ohio
$3.54M
5
Bank of America
5
Bank of America
North Carolina
$28.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.9M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$7.6M
3
Jane Street
3
Jane Street
New York
$0
4
CAM
4
Capstone Asset Management
Texas
$1.83M
5
RCM
5
Riverhead Capital Management
Delaware
$193K
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
26
Crossmark Global Holdings
Texas
$2.59M 31,984 +31,984 New
AB
27
AT Bancorp
Iowa
$2.46M 33,127 -15,711 -32%
ACM
28
Ativo Capital Management
Illinois
$2.14M 28,827 -292 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.07M 27,935 -427 -2%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.05M 27,571 -16,703 -38%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.89M 25,467 -4,626 -15%
SBAM
32
Santa Barbara Asset Management
California
$1.84M 24,863 – –
CAM
33
Capstone Asset Management
Texas
$1.83M 24,710 -84,742 -77%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.81M 24,404 – –
RJA
35
Raymond James & Associates
Florida
$1.79M 24,132 +1,345 +6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$1.69M 22,811 -50,588 -69%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.66M 22,400 -2,000 -8%
Stifel Financial
38
Stifel Financial
Missouri
$1.63M 21,952 +9,668 +79%
SCM
39
Shelton Capital Management
Colorado
$1.62M 21,807 +21,807 New
EVM
40
Eaton Vance Management
Massachusetts
$1.48M 19,936 -5,128 -20%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.41M 18,962 +2,373 +14%
Comerica Bank
42
Comerica Bank
Texas
$1.4M 19,719 +3,597 +22%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.37M 18,513 -4,309 -19%
FA
44
FDx Advisors
Illinois
$1.36M 18,327 +378 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.32M 17,788 +2,741 +18%
WAM
46
World Asset Management
Michigan
$1.31M 17,707 +1,320 +8%
UBS Group
47
UBS Group
Switzerland
$1.28M 17,196 -3,580 -17%
NAM
48
NorthCoast Asset Management
Connecticut
$1.26M 17,016 +1,153 +7%
M&T Bank
49
M&T Bank
New York
$1.02M 13,721 +13,721 New
1GA
50
1st Global Advisors
Texas
$1.01M 13,651 +1,454 +12%
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