IX icon

ORIX
IX

Overview Fund Activity

170 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$65.6M
2
TAM
2
Todd Asset Management
Kentucky
$38.5M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$22M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$180M
2
OSAM
2
O'Shaughnessy Asset Management
Connecticut
$5.72M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.46M
4
Citadel Advisors
4
Citadel Advisors
Florida
$859K
5
BlackRock
5
BlackRock
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$2.3M 20,673 +1,200 +6%
WA
27
Wambolt & Associates
Colorado
$2.27M 20,473 +673 +3%
PAM
28
Paradigm Asset Management
New York
$2.27M 20,400 -3,700 -15%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.17M 19,461 +1,182 +6%
CGH
30
Crossmark Global Holdings
Texas
$2.1M 18,883 -271 -1%
AssetMark Inc
31
AssetMark Inc
California
$2.08M 18,713 +577 +3%
FTDI
32
First Trust Direct Indexing
Massachusetts
$2M 17,938 -503 -3%
NGA
33
Naples Global Advisors
Florida
$1.99M 17,913 – –
Goldman Sachs
34
Goldman Sachs
New York
$1.86M 16,678 +3,333 +25%
RWM
35
Ritholtz Wealth Management
New York
$1.82M 16,328 -450 -3%
Mariner
36
Mariner
Kansas
$1.59M 14,275 +2,487 +21%
BCM
37
BTC Capital Management
Iowa
$1.57M 14,062 -814 -5%
Cerity Partners
38
Cerity Partners
New York
$1.54M 13,857 -5,125 -27%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M 12,931 +12,931 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.44M 12,904 -906 -7%
VA
41
Vident Advisory
Georgia
$1.39M 12,473 +2,265 +22%
ACM
42
Ativo Capital Management
Illinois
$1.32M 11,890 -99 -0.8%
CAM
43
Cresset Asset Management
Illinois
$1.22M 10,963 +2,474 +29%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.16M 10,407 -390 -4%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.12M 10,095 +821 +9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.07M 9,638 +244 +3%
CC
47
Callan Capital
California
$1.05M 9,455 +1,812 +24%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$1.03M 9,253 -120 -1%
GT
49
Greenleaf Trust
Michigan
$974K 8,750 – –
WT
50
Whittier Trust
California
$942K 8,465 +831 +11%
1
2
3 4 5