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ORIX
IX

Overview Fund Activity

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.86M
5
BFM
5
Boothbay Fund Management
New York
$1.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$12.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$21M
4
Comerica Bank
4
Comerica Bank
Texas
$503K
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$1.86M 19,703 +13,760 +232%
NGA
27
Naples Global Advisors
Florida
$1.83M 19,385 -150 -0.8%
SW
28
SVB Wealth
Massachusetts
$1.68M 17,797 +4,834 +37%
BCM
29
BTC Capital Management
Iowa
$1.6M 16,901 -85 -0.5%
WA
30
Wambolt & Associates
Colorado
$1.44M 15,268 +2,095 +16%
American Century Companies
31
American Century Companies
Missouri
$1.4M 14,791 +61 +0.4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.35M 14,283 – –
PGAM
33
Princeton Global Asset Management
New Jersey
$1.35M 14,265 +265 +2%
BFM
34
Boothbay Fund Management
New York
$1.26M 13,300 +13,300 New
GT
35
Greenleaf Trust
Michigan
$1.21M 12,770 -86 -0.7%
GC
36
Guggenheim Capital
Illinois
$1.21M 12,767 +3,678 +40%
RWM
37
Ritholtz Wealth Management
New York
$1.16M 12,261 +2,230 +22%
AP
38
Advisor Partners
California
$1.09M 11,504 +583 +5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.08M 11,408 +263 +2%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$1.07M 11,333 +141 +1%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$1M 10,598 +643 +6%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$979K 10,360 -4,140 -29%
Stifel Financial
43
Stifel Financial
Missouri
$970K 10,265 +208 +2%
WT
44
Whittier Trust
California
$965K 10,208 – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$759K 8,030 +919 +13%
FTDI
46
First Trust Direct Indexing
Massachusetts
$652K 6,896 +500 +8%
S
47
SimplyRich
California
$640K 6,780 – –
EAM
48
Eagle Asset Management
Florida
$629K 6,661 +556 +9%
AssetMark Inc
49
AssetMark Inc
California
$627K 6,631 -204 -3%
S
50
SignatureFD
Georgia
$581K 6,145 +790 +15%
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