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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
64
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$7.34M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.27M
3
PPA
3
Parametric Portfolio Associates
Washington
$39.6M
4
RJA
4
Raymond James & Associates
Florida
$6.84M
5
GC
5
Guardian Capital
Ontario, Canada
$2.24M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58M
2
Bank of America
2
Bank of America
North Carolina
$36.1M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$25.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$5.17M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$3.14M 34,963 +1,907 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.76M 30,677 +21,391 +230%
CGH
28
Crossmark Global Holdings
Texas
$2.51M 27,957 -2,163 -7%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$2.43M 27,030 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.38M 26,465 +16,645 +170%
Citigroup
31
Citigroup
New York
$2.35M 26,167 +3,566 +16%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$2.24M 24,918 – –
GC
33
Guardian Capital
Ontario, Canada
$2.24M 24,910 +24,910 New
Stifel Financial
34
Stifel Financial
Missouri
$1.97M 21,874 +1,283 +6%
NGA
35
Naples Global Advisors
Florida
$1.93M 21,525 +3,700 +21%
EVM
36
Eaton Vance Management
Massachusetts
$1.67M 18,552 +7,013 +61%
SF
37
Synovus Financial
Georgia
$1.62M 18,046 +2,302 +15%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.58M 17,552 -37,786 -68%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.55M 17,192 -2,695 -14%
GC
40
Gratry & Company
Ohio
$1.52M 16,865 -3,393 -17%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$1.51M 16,822 +16,822 New
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.44M 16,060 +16,060 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.4M 15,624 +2,051 +15%
ACM
44
Ativo Capital Management
Illinois
$1.38M 15,380 +15,380 New
STA
45
Summit Trail Advisors
New York
$1.37M 18,660 +4,172 +29%
Invesco
46
Invesco
Georgia
$1.33M 14,803 +2,304 +18%
Comerica Bank
47
Comerica Bank
Texas
$1.3M 14,793 -242 -2%
FA
48
FDx Advisors
Illinois
$1.17M 13,018 -2,028 -13%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.12M 12,436 +218 +2%
GT
50
Greenleaf Trust
Michigan
$1.08M 12,029 +189 +2%
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