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ORIX
IX

Overview Fund Activity

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.8M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$15.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.1M
4
AG
4
Aperio Group
California
$31.9M
5
HJIM
5
Henry James International Management
New York
$4.59M

Top Sellers

1
EGA
1
Eagle Global Advisors
Texas
$5.59M
2
MWNA
2
Marshall Wace North America
New York
$318K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.23M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
26
NorthCoast Asset Management
Connecticut
$1.79M 23,698 -15,828 -40%
Citigroup
27
Citigroup
New York
$1.78M 23,688 +836 +4%
UBS Group
28
UBS Group
Switzerland
$1.63M 21,740 -1,654 -7%
SF
29
Synovus Financial
Georgia
$1.5M 19,940 -107 -0.5%
SGA
30
Strategic Global Advisors
California
$1.46M 19,451 +21 +0.1%
BCAM
31
Boston Common Asset Management
Massachusetts
$1.38M 18,354 +1,405 +8%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.17M 15,703 +397 +3%
Comerica Bank
33
Comerica Bank
Texas
$1.09M 14,177 -214 -1%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$867K 11,538 +319 +3%
Millennium Management
35
Millennium Management
New York
$851K 11,336 +1,024 +10%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$774K 10,304 +667 +7%
BCM
37
BTC Capital Management
Iowa
$760K 10,109 -144 -1%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$745K 9,912 +739 +8%
GT
39
Greenleaf Trust
Michigan
$690K 9,184 +3,694 +67%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$669K 8,900 -2,700 -23%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$653K 8,689 -1,749 -17%
LPL Financial
42
LPL Financial
California
$555K 7,379 +7,379 New
Geode Capital Management
43
Geode Capital Management
Massachusetts
$535K 7,120 +1,612 +29%
EVM
44
Eaton Vance Management
Massachusetts
$519K 6,907 -1,312 -16%
AssetMark Inc
45
AssetMark Inc
California
$509K 6,778 +140 +2%
EAM
46
Eagle Asset Management
Florida
$507K 6,750 -13 -0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$502K 6,679 -2,821 -30%
RJA
48
Raymond James & Associates
Florida
$446K 5,933 -361 -6%
State Street
49
State Street
Massachusetts
$440K 5,851 +285 +5%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$437K 5,810 +405 +7%
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