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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
PPA
3
Parametric Portfolio Associates
Washington
$54.3M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$4.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$852K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.8M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$9.23M
3
Northern Trust
3
Northern Trust
Illinois
$17.3M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
TAM
5
Todd Asset Management
Kentucky
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
BTC Capital Management
Iowa
$1.44M 16,986 +343 +2%
Comerica Bank
27
Comerica Bank
Texas
$1.4M 15,597 +150 +1%
American Century Companies
28
American Century Companies
Missouri
$1.25M 14,730 +1,973 +15%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.23M 14,500 +1,053 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.21M 14,283 – –
PGAM
31
Princeton Global Asset Management
New Jersey
$1.19M 14,000 -1,302 -9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.13M 13,314 -3 -0%
WA
33
Wambolt & Associates
Colorado
$1.12M 13,173 +2,672 +25%
SW
34
SVB Wealth
Massachusetts
$1.1M 12,963 +3,505 +37%
GT
35
Greenleaf Trust
Michigan
$1.09M 12,856 +151 +1%
Citigroup
36
Citigroup
New York
$979K 11,566 +1,241 +12%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$948K 11,192 -218 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$944K 11,145 +2,374 +27%
AP
39
Advisor Partners
California
$924K 10,921 +201 +2%
WT
40
Whittier Trust
California
$864K 10,208 – –
Stifel Financial
41
Stifel Financial
Missouri
$852K 10,057 +10,057 New
RWM
42
Ritholtz Wealth Management
New York
$849K 10,031 +2,344 +30%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$842K 9,955 +85 +0.9%
GC
44
Guggenheim Capital
Illinois
$769K 9,089 +601 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$603K 7,111 -136 -2%
AssetMark Inc
46
AssetMark Inc
California
$579K 6,835 +462 +7%
S
47
SimplyRich
California
$573K 6,780 – –
FTDI
48
First Trust Direct Indexing
Massachusetts
$542K 6,396 +2,813 +79%
EAM
49
Eagle Asset Management
Florida
$516K 6,105 +353 +6%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$503K 5,943 +2,443 +70%
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