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ORIX
IX

Overview Fund Activity

134 hedge funds and large institutions have $396M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.1M
2
QCM
2
QRG Capital Management
Illinois
$4.61M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M
3
BlackRock
3
BlackRock
New York
$21M
4
Millennium Management
4
Millennium Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$1.59M 16,965 -393 -2%
RWM
27
Ritholtz Wealth Management
New York
$1.54M 16,369 -20 -0.1%
PAM
28
Paradigm Asset Management
New York
$1.53M 16,300 +1,400 +9%
QCM
29
Quantinno Capital Management
New York
$1.43M 15,262 +2,397 +19%
BCM
30
BTC Capital Management
Iowa
$1.4M 14,955 +251 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.31M 14,007 +670 +5%
SEI Investments
32
SEI Investments
Pennsylvania
$1.31M 13,940 +2,518 +22%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$1.27M 13,530 – –
API
34
Advisor Partners II
California
$1.12M 11,972 +924 +8%
Charles Schwab
35
Charles Schwab
California
$1M 10,688 +4,971 +87%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$994K 10,591 -121 -1%
Cerity Partners
37
Cerity Partners
New York
$987K 10,513 -950 -8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$978K 10,420 -5 -0%
GT
39
Greenleaf Trust
Michigan
$959K 10,211 -104 -1%
VPIM
40
Vanguard Personalized Indexing Management
California
$937K 9,976 +486 +5%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$892K 9,505 +176 +2%
Calamos Advisors
42
Calamos Advisors
Illinois
$853K 9,083 – –
BCI
43
Brinker Capital Investments
Pennsylvania
$803K 8,558 -210 -2%
OPS
44
Orion Portfolio Solutions
Nebraska
$803K 8,558 -210 -2%
Citadel Advisors
45
Citadel Advisors
Florida
$733K 7,812 -2,900 -27%
Mariner
46
Mariner
Kansas
$725K 7,721 +225 +3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$686K 7,302 +213 +3%
VA
48
Vident Advisory
Georgia
$683K 7,274 +7,274 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$663K 7,060 +90 +1%
SGA
50
Strategic Global Advisors
California
$662K 7,050 -464 -6%
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