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ORIX
IX

Overview Fund Activity

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
PPA
2
Parametric Portfolio Associates
Washington
$34.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.69M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.5M
5
AG
5
Aperio Group
California
$20.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.78M
2
Bank of America
2
Bank of America
North Carolina
$36.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$2.8M 33,056 -4,001 -11%
CGH
27
Crossmark Global Holdings
Texas
$2.55M 30,120 -1,864 -6%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$2.29M 27,030 – –
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$2.11M 24,918 +214 +0.9%
Citigroup
30
Citigroup
New York
$1.92M 22,601 +1,386 +7%
Stifel Financial
31
Stifel Financial
Missouri
$1.74M 20,591 +9,136 +80%
GC
32
Gratry & Company
Ohio
$1.72M 20,258 -2,410 -11%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.69M 19,887 +1,857 +10%
NGA
34
Naples Global Advisors
Florida
$1.51M 17,825 +6,165 +53%
Comerica Bank
35
Comerica Bank
Texas
$1.49M 15,035 -830 -5%
STA
36
Summit Trail Advisors
New York
$1.4M 14,488 +14,488 New
SF
37
Synovus Financial
Georgia
$1.34M 15,744 +26 +0.2%
FA
38
FDx Advisors
Illinois
$1.28M 15,046 +491 +3%
WAM
39
World Asset Management
Michigan
$1.27M 14,968 -586 -4%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$1.15M 13,573 +106 +0.8%
Invesco
41
Invesco
Georgia
$1.06M 12,499 -1,505 -11%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.04M 12,218 +189 +2%
GT
43
Greenleaf Trust
Michigan
$1M 11,840 +234 +2%
Two Sigma Investments
44
Two Sigma Investments
New York
$1M 11,826 +11,826 New
EVM
45
Eaton Vance Management
Massachusetts
$978K 11,539 -973 -8%
AT
46
Arden Trust
Delaware
$940K 11,084 -190 -2%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$843K 9,945 +223 +2%
BCM
48
BTC Capital Management
Iowa
$834K 9,829 +3,109 +46%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$833K 9,820 +666 +7%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$787K 9,286 -19,977 -68%
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