150 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
61
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NGA
26
Naples Global Advisors
Florida
$1.69M 18,088 +330 +2%
AssetMark Inc
27
AssetMark Inc
California
$1.62M 17,332 +367 +2%
QCM
28
Quantinno Capital Management
New York
$1.61M 17,195 +1,933 +13%
RWM
29
Ritholtz Wealth Management
New York
$1.54M 16,440 +71 +0.4%
SEI Investments
30
SEI Investments
Pennsylvania
$1.49M 15,989 +2,049 +15%
PAM
31
Paradigm Asset Management
New York
$1.48M 15,900 -400 -2%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$1.36M 14,540 +14,540 New
Charles Schwab
33
Charles Schwab
California
$1.31M 14,066 +3,378 +32%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.29M 13,810 +280 +2%
VPIM
35
Vanguard Personalized Indexing Management
California
$1.17M 12,502 +2,526 +25%
Cerity Partners
36
Cerity Partners
New York
$1.13M 12,071 +1,558 +15%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$978K 10,476 +56 +0.5%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$961K 10,290 -301 -3%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$874K 9,360 -145 -2%
BCI
40
Brinker Capital Investments
Pennsylvania
$820K 8,448 -110 -1%
OPS
41
Orion Portfolio Solutions
Nebraska
$820K 8,448 -110 -1%
GT
42
Greenleaf Trust
Michigan
$817K 8,750 -1,461 -14%
VA
43
Vident Advisory
Georgia
$790K 8,459 +1,185 +16%
Citadel Advisors
44
Citadel Advisors
Florida
$745K 7,977 +165 +2%
Mariner
45
Mariner
Kansas
$729K 7,808 +87 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$686K 7,343 +41 +0.6%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$676K 7,242 +1,246 +21%
ERSOT
48
Employees Retirement System of Texas
Texas
$643K 6,882
HighTower Advisors
49
HighTower Advisors
Illinois
$639K 6,831 -33 -0.5%
MYIA
50
Mount Yale Investment Advisors
Colorado
$638K 6,834 +118 +2%