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ORIX
IX

Overview Fund Activity

124 hedge funds and large institutions have $367M invested in ORIX in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
49
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
AG
2
Aperio Group
California
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.15M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.11M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$11M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$10M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.3M
3
DWA
3
Dorsey Wright & Associates
California
$0
4
ACM
4
Ativo Capital Management
Illinois
$0
5
SCM
5
Shelton Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBAM
26
Santa Barbara Asset Management
California
$2.68M 33,600 -213 -0.6%
CCMG
27
Clark Capital Management Group
Pennsylvania
$2.54M 32,628 -452 -1%
RJA
28
Raymond James & Associates
Florida
$2.42M 31,062 +2,803 +10%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.24M 28,689 +2,021 +8%
CAM
30
Capstone Asset Management
Texas
$2.12M 27,175 +90 +0.3%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$2.11M 27,030 +27,030 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.9M 24,404 – –
GC
33
Gratry & Company
Ohio
$1.86M 23,835 -820 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.8M 23,153 -815 -3%
Stifel Financial
35
Stifel Financial
Missouri
$1.52M 19,543 +94 +0.5%
SG Americas Securities
36
SG Americas Securities
New York
$1.4M 17,961 +757 +4%
Comerica Bank
37
Comerica Bank
Texas
$1.39M 17,567 -2,025 -10%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.38M 17,763 -7,545 -30%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.33M 17,099 +452 +3%
FA
40
FDx Advisors
Illinois
$1.27M 16,258 -858 -5%
WAM
41
World Asset Management
Michigan
$1.22M 15,595 -903 -5%
SF
42
Synovus Financial
Georgia
$1.17M 15,118 +3,416 +29%
EVM
43
Eaton Vance Management
Massachusetts
$1.13M 14,477 -1,160 -7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.06M 13,598 -392 -3%
1GA
45
1st Global Advisors
Texas
$1.02M 13,044 -592 -4%
WIS
46
Wright Investors Service
Connecticut
$959K 12,305 -4,320 -26%
Invesco
47
Invesco
Georgia
$957K 12,285 -58 -0.5%
AT
48
Arden Trust
Delaware
$883K 11,330 -101 -0.9%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$778K 9,988 -610 -6%
Citigroup
50
Citigroup
New York
$776K 9,954 +694 +7%
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