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ORIX
IX

Overview Fund Activity

145 hedge funds and large institutions have $405M invested in ORIX in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
-13
Holders Change %
-8.23%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
62
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.65M
2
Bank of America
2
Bank of America
North Carolina
$36.3M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$4.98M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.33M

Top Sellers

1
GC
1
Guardian Capital
Ontario, Canada
$0
2
RJA
2
Raymond James & Associates
Florida
$4.04M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.63M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$6.17M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.88M 36,501 +100 +0.3%
SB
27
Suntrust Banks
Georgia
$2.74M 34,646 -317 -0.9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$2.68M 33,849 +3,172 +10%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$2.63M 33,308 -24,216 -42%
SBAM
30
Santa Barbara Asset Management
California
$2.49M 31,527 -14,277 -31%
Citigroup
31
Citigroup
New York
$2.27M 28,762 +2,595 +10%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.14M 27,030 – –
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$1.97M 24,918 – –
CGH
34
Crossmark Global Holdings
Texas
$1.92M 24,250 -3,707 -13%
NGA
35
Naples Global Advisors
Florida
$1.86M 23,495 +1,970 +9%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.68M 21,301 +4,109 +24%
SF
37
Synovus Financial
Georgia
$1.49M 18,804 +758 +4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.31M 16,604 -948 -5%
Comerica Bank
39
Comerica Bank
Texas
$1.27M 15,441 +648 +4%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$1.23M 15,562 -62 -0.4%
ACM
41
Ativo Capital Management
Illinois
$1.22M 15,382 +2 +0%
CIM
42
Confluence Investment Management
Missouri
$1.15M 14,510 +14,510 New
Jane Street
43
Jane Street
New York
$1.09M 13,784 +13,784 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.03M 13,033 +597 +5%
GT
45
Greenleaf Trust
Michigan
$1.03M 12,996 +967 +8%
Invesco
46
Invesco
Georgia
$1.02M 12,932 -1,871 -13%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$974K 12,323 -14,142 -53%
CS
48
Credit Suisse
Switzerland
$938K 11,878 +11,878 New
ECM
49
ETrade Capital Management
Virginia
$847K 10,719 +1,727 +19%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$837K 10,595 +25 +0.2%
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