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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.94M
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$49.4M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$19.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
NAM
2
NorthCoast Asset Management
Connecticut
$256K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.42M
4
Northern Trust
4
Northern Trust
Illinois
$23.6M
5
HJIM
5
Henry James International Management
New York
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.76M 21,043 -697 -3%
SF
27
Synovus Financial
Georgia
$1.69M 20,241 +301 +2%
SGA
28
Strategic Global Advisors
California
$1.63M 19,572 +121 +0.6%
BCAM
29
Boston Common Asset Management
Massachusetts
$1.48M 17,795 -559 -3%
Comerica Bank
30
Comerica Bank
Texas
$1.22M 14,021 -156 -1%
MWNA
31
Marshall Wace North America
New York
$1.13M 13,597 +9,361 +221%
BCM
32
BTC Capital Management
Iowa
$1.01M 12,028 +1,919 +19%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$949K 11,381 -157 -1%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$935K 11,204 +900 +9%
GT
35
Greenleaf Trust
Michigan
$885K 10,614 +1,430 +16%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$874K 10,474 +562 +6%
LPL Financial
37
LPL Financial
California
$791K 9,485 +2,106 +29%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$767K 9,196 +2,076 +29%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$688K 8,245 -444 -5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$591K 7,093 +414 +6%
EAM
41
Eagle Asset Management
Florida
$583K 6,990 +240 +4%
AssetMark Inc
42
AssetMark Inc
California
$581K 6,966 +188 +3%
Millennium Management
43
Millennium Management
New York
$574K 6,887 -4,449 -39%
RJA
44
Raymond James & Associates
Florida
$557K 6,672 +739 +12%
Marshall Wace
45
Marshall Wace
United Kingdom
$533K 6,387 +6,387 New
EVM
46
Eaton Vance Management
Massachusetts
$527K 6,309 -598 -9%
CIM
47
Confluence Investment Management
Missouri
$525K 7,011 +7,011 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$517K 6,200 -2,700 -30%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$501K 6,002 +192 +3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$498K 5,971 +453 +8%
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