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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Aperio Group
California
$27.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.9M
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452K
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$68K
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$2.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.87M 24,918 – –
UBS Group
27
UBS Group
Switzerland
$1.75M 23,394 +6,948 +42%
Citigroup
28
Citigroup
New York
$1.71M 22,852 +212 +0.9%
US Bancorp
29
US Bancorp
Minnesota
$1.68M 22,465 -32,145 -59%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.6M 21,368 -16,632 -44%
CS
31
Candriam SCA
Luxembourg
$1.57M 21 +16 +320%
SF
32
Synovus Financial
Georgia
$1.5M 20,047 +579 +3%
SGA
33
Strategic Global Advisors
California
$1.46M 19,430 +128 +0.7%
BCAM
34
Boston Common Asset Management
Massachusetts
$1.27M 16,949 +3,800 +29%
SB
35
Suntrust Banks
Georgia
$1.24M 16,552 -1,922 -10%
PGAM
36
Princeton Global Asset Management
New Jersey
$1.15M 15,306 +568 +4%
Comerica Bank
37
Comerica Bank
Texas
$1.11M 14,391 – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$869K 11,600 -1,900 -14%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$840K 11,219 +1,409 +14%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$782K 10,438 -823 -7%
Millennium Management
41
Millennium Management
New York
$772K 10,312 +10,312 New
BCM
42
BTC Capital Management
Iowa
$769K 10,253 +6,293 +159%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$722K 9,637 +1,012 +12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$710K 9,500 -1,990 -17%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$687K 9,173 -1,224 -12%
EVM
46
Eaton Vance Management
Massachusetts
$615K 8,219 +1,158 +16%
Invesco
47
Invesco
Georgia
$563K 7,514 -1,568 -17%
CIM
48
Confluence Investment Management
Missouri
$525K 7,011 +242 +4%
EAM
49
Eagle Asset Management
Florida
$506K 6,763 -147 -2%
AssetMark Inc
50
AssetMark Inc
California
$497K 6,638 +3,690 +125%
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