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ORIX
IX

Overview Fund Activity

147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCAM
1
Onex Canada Asset Management
Ontario, Canada
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
4
TAM
4
Todd Asset Management
Kentucky
$24M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.9M

Top Sellers

1
SGA
1
Strategic Global Advisors
California
$3.49M
2
State Street
2
State Street
Massachusetts
$7.23M
3
BlackRock
3
BlackRock
New York
$37.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$46M
5
Wells Fargo
5
Wells Fargo
California
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.27M 22,297 -4,486 -17%
SGI
27
Summit Global Investments
Utah
$2.26M 22,239 +1,943 +10%
NGA
28
Naples Global Advisors
Florida
$1.97M 19,385 – –
American Century Companies
29
American Century Companies
Missouri
$1.86M 18,270 +3,479 +24%
BCM
30
BTC Capital Management
Iowa
$1.79M 17,603 +702 +4%
WA
31
Wambolt & Associates
Colorado
$1.76M 17,290 +2,022 +13%
RWM
32
Ritholtz Wealth Management
New York
$1.65M 16,183 +3,922 +32%
Citadel Advisors
33
Citadel Advisors
Florida
$1.58M 15,480 +12,099 +358%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.56M 15,312 +4,952 +48%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.5M 14,692 +409 +3%
PGAM
36
Princeton Global Asset Management
New Jersey
$1.45M 14,210 -55 -0.4%
BFM
37
Boothbay Fund Management
New York
$1.35M 13,300 – –
GT
38
Greenleaf Trust
Michigan
$1.25M 12,313 -457 -4%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.19M 11,646 +238 +2%
AP
40
Advisor Partners
California
$1.18M 11,604 +100 +0.9%
GC
41
Guggenheim Capital
Illinois
$1.17M 11,487 -1,280 -10%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$1.16M 11,433 +100 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$1.1M 10,756 +491 +5%
WT
44
Whittier Trust
California
$1.04M 10,208 – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
$1.04M 10,197 -401 -4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$809K 7,944 -86 -1%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$756K 7,431 +7,431 New
FTDI
48
First Trust Direct Indexing
Massachusetts
$722K 7,095 +199 +3%
EAM
49
Eagle Asset Management
Florida
$702K 6,890 +229 +3%
S
50
SimplyRich
California
$690K 6,780 – –
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