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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M
3
TAM
3
Todd Asset Management
Kentucky
$33.8M
4
BCM
4
BTC Capital Management
Iowa
$1.64M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.47M
4
BlackRock
4
BlackRock
New York
$22.7M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CGH
26
Crossmark Global Holdings
Texas
$2.11M 19,154 -1,831 -9%
Cerity Partners
27
Cerity Partners
New York
$2.09M 18,982 +6,911 +57%
WA
28
Wambolt & Associates
Colorado
$2.08M 19,800 -979 -5%
FTDI
29
First Trust Direct Indexing
Massachusetts
$2.03M 18,441 -980 -5%
Charles Schwab
30
Charles Schwab
California
$2.02M 18,371 +4,305 +31%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.01M 18,279 -31 -0.2%
AssetMark Inc
32
AssetMark Inc
California
$2M 18,136 +804 +5%
NGA
33
Naples Global Advisors
Florida
$1.98M 17,913 -175 -1%
RWM
34
Ritholtz Wealth Management
New York
$1.85M 16,778 +338 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$1.85M 16,760 +8,783 +110%
BCM
36
BTC Capital Management
Iowa
$1.64M 14,876 +14,876 New
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$1.52M 13,810 – –
Goldman Sachs
38
Goldman Sachs
New York
$1.47M 13,345 -31,117 -70%
ACM
39
Ativo Capital Management
Illinois
$1.32M 11,989 +6,689 +126%
Mariner
40
Mariner
Kansas
$1.3M 11,788 +3,980 +51%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.19M 10,797 +321 +3%
VA
42
Vident Advisory
Georgia
$1.13M 10,208 +1,749 +21%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.04M 9,394 +2,372 +34%
LNWWM
44
Laird Norton Wetherby Wealth Management
California
$1.03M 9,373 +13 +0.1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.02M 9,274 -1,016 -10%
GT
46
Greenleaf Trust
Michigan
$964K 8,750 – –
CAM
47
Cresset Asset Management
Illinois
$936K 8,489 +2,049 +32%
OPS
48
Orion Portfolio Solutions
Nebraska
$925K 8,390 -58 -0.7%
BCI
49
Brinker Capital Investments
Pennsylvania
$925K 8,390 -58 -0.7%
CC
50
Callan Capital
California
$842K 7,643 +7,643 New
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