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ORIX
IX

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$6.96M
4
State Street
4
State Street
Massachusetts
$1.78M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.8M
2
CGH
2
Crossmark Global Holdings
Texas
$1.62M
3
PPA
3
Parametric Portfolio Associates
Washington
$33.5M
4
AG
4
Aperio Group
California
$21.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
26
Synovus Financial
Georgia
$1.3M 21,101 +492 +2%
PGAM
27
Princeton Global Asset Management
New Jersey
$1.17M 19,063 -1,533 -7%
GHAM
28
Gilman Hill Asset Management
Connecticut
$1.17M 18,963 -895 -5%
BCAM
29
Boston Common Asset Management
Massachusetts
$1.16M 18,768 +4,122 +28%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.15M 18,654 -7,395 -28%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$1.08M 17,479 +12,771 +271%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$923K 14,983 -9,061 -38%
Comerica Bank
33
Comerica Bank
Texas
$872K 15,076 +1,381 +10%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$773K 12,545 -3,119 -20%
GT
35
Greenleaf Trust
Michigan
$701K 11,375 +813 +8%
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$652K 10,588 -2,348 -18%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$644K 10,453 -1,140 -10%
OMC
38
Old Mission Capital
Illinois
$642K 10,428 +10,428 New
BCM
39
BTC Capital Management
Iowa
$632K 10,288 +764 +8%
WT
40
Whittier Trust
California
$616K 9,993 +1,022 +11%
UBS Group
41
UBS Group
Switzerland
$527K 8,557 -1,777 -17%
SGI
42
Summit Global Investments
Utah
$518K 8,415 +8,415 New
American Century Companies
43
American Century Companies
Missouri
$496K 8,053 +2,153 +36%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$473K 7,679 -1,845 -19%
Citadel Advisors
45
Citadel Advisors
Florida
$472K 7,670 +7,670 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$457K 7,428 +311 +4%
EAM
47
Eagle Asset Management
Florida
$406K 6,592 -112 -2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$405K 6,576 -1,840 -22%
S
49
SimplyRich
California
$359K 5,819 +5,819 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$357K 5,791 +281 +5%
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