IX icon

ORIX
IX

Overview Fund Activity

135 hedge funds and large institutions have $344M invested in ORIX in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
34
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$24.6M
2
Northern Trust
2
Northern Trust
Illinois
$19.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.85M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.2M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$3.15M

Top Sellers

1
CGT
1
Capital Guardian Trust
California
$0
2
Invesco
2
Invesco
Georgia
$4.58M
3
Wells Fargo
3
Wells Fargo
California
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
WIS
5
Wright Investors Service
Connecticut
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Scout Investments
Missouri
$2.94M 37,802 -4,484 -11%
CCMG
27
Clark Capital Management Group
Pennsylvania
$2.66M 34,179 -2,422 -7%
SBAM
28
Santa Barbara Asset Management
California
$2.23M 28,609 +3,746 +15%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.17M 27,335 +1,868 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.07M 26,557 -1,378 -5%
RJA
31
Raymond James & Associates
Florida
$1.98M 25,384 +1,252 +5%
CAM
32
Capstone Asset Management
Texas
$1.94M 24,965 +255 +1%
ACM
33
Ativo Capital Management
Illinois
$1.91M 24,523 -4,304 -15%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.9M 24,404 – –
BCM
35
Bluefin Capital Management
New York
$1.87M 24,024 +24,024 New
Deutsche Bank
36
Deutsche Bank
Germany
$1.74M 22,413 +16,368 +271%
AB
37
AT Bancorp
Iowa
$1.7M 21,814 -11,313 -34%
SCM
38
Shelton Capital Management
Colorado
$1.63M 20,885 -922 -4%
Comerica Bank
39
Comerica Bank
Texas
$1.61M 19,808 +89 +0.5%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.48M 19,047 +13,460 +241%
Stifel Financial
41
Stifel Financial
Missouri
$1.48M 19,007 -2,945 -13%
WIS
42
Wright Investors Service
Connecticut
$1.46M 18,805 -21,850 -54%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.44M 18,475 -487 -3%
FA
44
FDx Advisors
Illinois
$1.39M 17,851 -476 -3%
SG Americas Securities
45
SG Americas Securities
New York
$1.38M 17,675 +10,780 +156%
UBS Group
46
UBS Group
Switzerland
$1.33M 17,113 -83 -0.5%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$1.27M 16,287 -2,226 -12%
WAM
48
World Asset Management
Michigan
$1.27M 16,283 -1,424 -8%
EVM
49
Eaton Vance Management
Massachusetts
$1.23M 15,789 -4,147 -21%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.11M 14,220 -3,568 -20%
1
2
3 4 5