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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.85M
3
PAM
3
Paradigm Asset Management
New York
$1.22M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$746K
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M
3
BlackRock
3
BlackRock
New York
$21.3M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$6.73M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$1.35M 16,443 -1,832 -10%
PAM
27
Paradigm Asset Management
New York
$1.22M 14,900 +14,600 +4,867%
BCM
28
BTC Capital Management
Iowa
$1.21M 14,982 -1,337 -8%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.17M 14,283 – –
US Bancorp
30
US Bancorp
Minnesota
$1.16M 14,172 -10,584 -43%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.05M 12,773 +689 +6%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$991K 12,074 -8,994 -43%
CFM
33
Capricorn Fund Managers
United Kingdom
$934K 11,377 +571 +5%
GT
34
Greenleaf Trust
Michigan
$850K 10,356 – –
Cerity Partners
35
Cerity Partners
New York
$840K 10,235 +1,332 +15%
API
36
Advisor Partners II
California
$834K 10,164 +930 +10%
SEI Investments
37
SEI Investments
Pennsylvania
$832K 10,132 +2,172 +27%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$796K 9,701 -250 -3%
QCM
39
Quantinno Capital Management
New York
$772K 9,411 +1,774 +23%
BCI
40
Brinker Capital Investments
Pennsylvania
$746K 9,083 +474 +6%
OPS
41
Orion Portfolio Solutions
Nebraska
$746K 9,083 +9,083 New
Calamos Advisors
42
Calamos Advisors
Illinois
$746K 9,083 – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$704K 8,573 +280 +3%
VPIM
44
Vanguard Personalized Indexing Management
California
$645K 7,858 +634 +9%
SGA
45
Strategic Global Advisors
California
$629K 7,661 -339 -4%
ERSOT
46
Employees Retirement System of Texas
Texas
$565K 6,882 -1,790 -21%
Mariner
47
Mariner
Kansas
$547K 6,665 +181 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$546K 6,660 -708 -10%
MYIA
49
Mount Yale Investment Advisors
Colorado
$539K 6,568 +1,764 +37%
S
50
SimplyRich
California
$515K 6,279 – –
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