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ORIX
IX

Overview Fund Activity

148 hedge funds and large institutions have $401M invested in ORIX in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$28M
2
PPA
2
Parametric Portfolio Associates
Washington
$38.7M
3
Northern Trust
3
Northern Trust
Illinois
$23.6M
4
Millennium Management
4
Millennium Management
New York
$728K
5
William Blair & Company
5
William Blair & Company
Illinois
$5.84M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$7.25M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$916K
4
Morgan Stanley
4
Morgan Stanley
New York
$36.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$2.71M 33,400 -10,300 -24%
SBAM
27
Santa Barbara Asset Management
California
$2.56M 31,527 – –
SB
28
Suntrust Banks
Georgia
$2.4M 29,566 -5,080 -15%
Citigroup
29
Citigroup
New York
$2.36M 29,142 +380 +1%
CGH
30
Crossmark Global Holdings
Texas
$2.2M 27,144 +2,894 +12%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$2.19M 27,030 – –
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$2.02M 24,918 – –
NGA
33
Naples Global Advisors
Florida
$2M 24,695 +1,200 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.74M 21,510 +209 +1%
SF
35
Synovus Financial
Georgia
$1.63M 20,108 +1,304 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.6M 19,697 +7,374 +60%
Comerica Bank
37
Comerica Bank
Texas
$1.29M 16,287 +846 +5%
ACM
38
Ativo Capital Management
Illinois
$1.24M 15,313 -69 -0.4%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.22M 15,084 -478 -3%
GT
40
Greenleaf Trust
Michigan
$1.16M 14,310 +1,314 +10%
CIM
41
Confluence Investment Management
Missouri
$1.11M 13,698 -812 -6%
Invesco
42
Invesco
Georgia
$1.03M 12,671 -261 -2%
ECM
43
ETrade Capital Management
Virginia
$934K 11,526 +807 +8%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$916K 11,300 -22,008 -66%
KWA
45
KCS Wealth Advisory
California
$875K 10,794 +257 +2%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$829K 10,230 -365 -3%
BCAM
47
Boston Common Asset Management
Massachusetts
$802K 9,895 +3,376 +52%
EVM
48
Eaton Vance Management
Massachusetts
$735K 9,071 -286 -3%
Millennium Management
49
Millennium Management
New York
$728K 8,980 +8,980 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$721K 8,900 -700 -7%
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