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ORIX
IX

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.1M
2
TAM
2
Todd Asset Management
Kentucky
$26.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$104M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M
5
Millennium Management
5
Millennium Management
New York
$1.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.65M
2
State Street
2
State Street
Massachusetts
$613K
3
BlackRock
3
BlackRock
New York
$22.3M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
US Bancorp
5
US Bancorp
Minnesota
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$1.49M 16,307 +16,307 New
PAM
27
Paradigm Asset Management
New York
$1.36M 14,900 – –
BCM
28
BTC Capital Management
Iowa
$1.34M 14,704 -278 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.23M 13,530 -753 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.22M 13,337 +564 +4%
QCM
31
Quantinno Capital Management
New York
$1.17M 12,865 +3,454 +37%
Cerity Partners
32
Cerity Partners
New York
$1.05M 11,463 +1,228 +12%
SEI Investments
33
SEI Investments
Pennsylvania
$1.04M 11,422 +1,290 +13%
API
34
Advisor Partners II
California
$1.01M 11,048 +884 +9%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$977K 10,712 +2,139 +25%
Citadel Advisors
36
Citadel Advisors
Florida
$977K 10,712 +5,750 +116%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$951K 10,425 +10,425 New
GT
38
Greenleaf Trust
Michigan
$941K 10,315 -41 -0.4%
VPIM
39
Vanguard Personalized Indexing Management
California
$866K 9,490 +1,632 +21%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$851K 9,329 -372 -4%
Calamos Advisors
41
Calamos Advisors
Illinois
$828K 9,083 – –
BCI
42
Brinker Capital Investments
Pennsylvania
$800K 8,768 -315 -3%
OPS
43
Orion Portfolio Solutions
Nebraska
$800K 8,768 -315 -3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$799K 8,761 -3,313 -27%
US Bancorp
45
US Bancorp
Minnesota
$727K 7,972 -6,200 -44%
SGA
46
Strategic Global Advisors
California
$685K 7,514 -147 -2%
Mariner
47
Mariner
Kansas
$684K 7,496 +831 +12%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$647K 7,089 +971 +16%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$636K 6,970 +310 +5%
ERSOT
50
Employees Retirement System of Texas
Texas
$628K 6,882 – –
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