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ORIX
IX

Overview Fund Activity

125 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$33.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.5M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$3.1M
4
PPA
4
Parametric Portfolio Associates
Washington
$51.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$3.72M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
TAM
2
Todd Asset Management
Kentucky
$19.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.1M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NGA
26
Naples Global Advisors
Florida
$1.66M 19,535 -200 -1%
BCM
27
BTC Capital Management
Iowa
$1.41M 16,643 -237 -1%
PGAM
28
Princeton Global Asset Management
New Jersey
$1.3M 15,302 -971 -6%
Comerica Bank
29
Comerica Bank
Texas
$1.26M 15,447 +253 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.21M 14,283 – –
Natixis Advisors
31
Natixis Advisors
Massachusetts
$1.14M 13,447 +1,489 +12%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.13M 13,317 -188 -1%
American Century Companies
33
American Century Companies
Missouri
$1.08M 12,757 +1,882 +17%
GT
34
Greenleaf Trust
Michigan
$1.08M 12,705 -81 -0.6%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$967K 11,410 -46 -0.4%
AP
36
Advisor Partners
California
$909K 10,720 +1,001 +10%
WA
37
Wambolt & Associates
Colorado
$885K 10,501 +6,510 +163%
Citigroup
38
Citigroup
New York
$875K 10,325 +1,171 +13%
WT
39
Whittier Trust
California
$866K 10,208 +312 +3%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$836K 9,870 +4,210 +74%
SW
41
SVB Wealth
Massachusetts
$801K 9,458 +533 +6%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$744K 8,771 +890 +11%
GC
43
Guggenheim Capital
Illinois
$720K 8,488 +5,496 +184%
RWM
44
Ritholtz Wealth Management
New York
$652K 7,687 +7,687 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$614K 7,247 +777 +12%
S
46
SimplyRich
California
$575K 6,780 +208 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$575K 6,782 +637 +10%
Ameriprise
48
Ameriprise
Minnesota
$544K 6,420 +1,225 +24%
AssetMark Inc
49
AssetMark Inc
California
$540K 6,373 -127 -2%
EAM
50
Eagle Asset Management
Florida
$484K 5,752 +5,752 New
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