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ORIX
IX

Overview Fund Activity

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Todd Asset Management
Kentucky
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$25.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.78M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$16.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$9.36M

Top Sellers

1
CGH
1
Crossmark Global Holdings
Texas
$2.06M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$0
3
SI
3
Scout Investments
Missouri
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Wambolt & Associates
Colorado
$1.92M 18,800 +1,510 +9%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.82M 18,244 -4,053 -18%
RWM
28
Ritholtz Wealth Management
New York
$1.81M 18,133 +1,950 +12%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.44M 14,375 +165 +1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.43M 14,283 -409 -3%
AssetMark Inc
31
AssetMark Inc
California
$1.34M 13,390 +6,834 +104%
BCM
32
BTC Capital Management
Iowa
$1.34M 13,348 -4,255 -24%
BFM
33
Boothbay Fund Management
New York
$1.33M 13,300 – –
Citadel Advisors
34
Citadel Advisors
Florida
$1.28M 12,859 -2,621 -17%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.19M 11,950 +304 +3%
FTDI
36
First Trust Direct Indexing
Massachusetts
$1.17M 11,726 +4,631 +65%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$1.14M 11,430 -3 -0%
GC
38
Guggenheim Capital
Illinois
$1.09M 10,954 -533 -5%
GT
39
Greenleaf Trust
Michigan
$1.05M 10,506 -1,807 -15%
AP
40
Advisor Partners
California
$1.04M 10,395 -1,209 -10%
FIM
41
Freedom Investment Management
Connecticut
$940K 9,416 +6,425 +215%
ERSOT
42
Employees Retirement System of Texas
Texas
$908K 9,092 +7,164 +372%
WT
43
Whittier Trust
California
$851K 8,525 -1,683 -16%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$814K 8,152 +208 +3%
SGA
45
Strategic Global Advisors
California
$777K 7,777 +119 +2%
RJA
46
Raymond James & Associates
Florida
$756K 7,572 +2,964 +64%
AWM
47
Altium Wealth Management
New York
$754K 7,549 +913 +14%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$741K 7,431 – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$711K 7,116 +790 +12%
VPIM
50
Vanguard Personalized Indexing Management
California
$660K 6,611 +449 +7%
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