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ORIX
IX

Overview Fund Activity

123 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$45M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$5.74M
3
State Street
3
State Street
Massachusetts
$6.56M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
AG
5
Aperio Group
California
$30M

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$766K
2
UBS AM
2
UBS AM
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$195K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
Citigroup
5
Citigroup
New York
$707K
Name Market Value Shares Shares
Change 		Shares
Change %
GHAM
26
Gilman Hill Asset Management
Connecticut
$1.48M 19,152 +69 +0.4%
BCM
27
BTC Capital Management
Iowa
$1.31M 16,880 +6,161 +57%
Comerica Bank
28
Comerica Bank
Texas
$1.27M 15,194 +608 +4%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.26M 16,273 -603 -4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.11M 14,283 -700 -5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.04M 13,505 +374 +3%
GT
32
Greenleaf Trust
Michigan
$989K 12,786 +439 +4%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$925K 11,958 +1,027 +9%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$886K 11,456 +869 +8%
American Century Companies
35
American Century Companies
Missouri
$841K 10,875 +2,608 +32%
Aristotle Capital Management
36
Aristotle Capital Management
California
$766K 9,907 -337,473 -97%
WT
37
Whittier Trust
California
$765K 9,896 – –
AP
38
Advisor Partners
California
$752K 9,719 -2,117 -18%
Citigroup
39
Citigroup
New York
$707K 9,154 -24,038 -72%
SW
40
SVB Wealth
Massachusetts
$690K 8,925 +4,434 +99%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$609K 7,881 -928 -11%
Citadel Advisors
42
Citadel Advisors
Florida
$582K 7,533 +7,533 New
S
43
SimplyRich
California
$508K 6,572 -742 -10%
AssetMark Inc
44
AssetMark Inc
California
$503K 6,500 +266 +4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$501K 6,470 -892 -12%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$475K 6,145 -250 -4%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$452K 5,851 +5,851 New
UBS Group
48
UBS Group
Switzerland
$437K 5,651 -69 -1%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$437K 5,660 +1,803 +47%
William Blair & Company
50
William Blair & Company
Illinois
$406K 5,244 -10 -0.2%
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