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ORIX
IX

Overview Fund Activity

155 hedge funds and large institutions have $359M invested in ORIX in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
39
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$39.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.13M
3
CS
3
Credit Suisse
Switzerland
$4.69M
4
OMC
4
Old Mission Capital
Illinois
$2.94M
5
Jane Street
5
Jane Street
New York
$2.41M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$3.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$887K
5
William Blair & Company
5
William Blair & Company
Illinois
$4.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.68M 37,510 -1,485 -4%
SI
27
Scout Investments
Missouri
$2.66M 37,206 -7,712 -17%
Jane Street
28
Jane Street
New York
$2.41M 33,733 +33,733 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.38M 33,231 -893 -3%
SBAM
30
Santa Barbara Asset Management
California
$2.25M 31,462 -65 -0.2%
Marshall Wace
31
Marshall Wace
United Kingdom
$2.2M 30,694 +30,694 New
SB
32
Suntrust Banks
Georgia
$2.09M 29,239 -327 -1%
NGA
33
Naples Global Advisors
Florida
$1.97M 25,425 +730 +3%
CGH
34
Crossmark Global Holdings
Texas
$1.94M 27,112 -32 -0.1%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.78M 24,918 – –
Citigroup
36
Citigroup
New York
$1.68M 23,470 -5,672 -19%
SF
37
Synovus Financial
Georgia
$1.46M 20,328 +220 +1%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$1.29M 18,026 +6,726 +60%
Comerica Bank
39
Comerica Bank
Texas
$1.25M 16,458 +171 +1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.24M 17,336 -4,174 -19%
GT
41
Greenleaf Trust
Michigan
$1.22M 17,014 +2,704 +19%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.2M 16,818 -2,879 -15%
ACM
43
Ativo Capital Management
Illinois
$1.05M 14,713 -600 -4%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.05M 14,723 -361 -2%
PGAM
45
Princeton Global Asset Management
New Jersey
$1.02M 14,209 +14,209 New
CIM
46
Confluence Investment Management
Missouri
$889K 12,431 -1,267 -9%
Renaissance Technologies
47
Renaissance Technologies
New York
$887K 12,400 -21,000 -63%
KWA
48
KCS Wealth Advisory
California
$817K 11,418 +624 +6%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$807K 11,274 +3,906 +53%
HJIM
50
Henry James International Management
New York
$763K 10,658 +3,506 +49%
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