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174 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wambolt & Associates
Colorado
$2.51M +$128K +5,435 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.4M +$146K +6,230 +6%
PAM
28
Paradigm Asset Management
New York
$2.37M
Cerity Partners
29
Cerity Partners
New York
$2.36M +$765K +32,565 +47%
AssetMark Inc
30
AssetMark Inc
California
$2.18M +$3.88K +165 +0.2%
RWM
31
Ritholtz Wealth Management
New York
$2.11M +$214K +9,090 +11%
NGA
32
Naples Global Advisors
Florida
$2.09M
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$2.05M +$1.71M +72,920 +470%
Mariner
34
Mariner
Kansas
$1.99M +$324K +13,795 +19%
FTDI
35
First Trust Direct Indexing
Massachusetts
$1.88M -$201K -8,545 -10%
VA
36
Vident Advisory
Georgia
$1.76M +$316K +13,450 +22%
BCM
37
BTC Capital Management
Iowa
$1.72M +$92.6K +3,940 +6%
Goldman Sachs
38
Goldman Sachs
New York
$1.64M -$301K -12,820 -15%
CC
39
Callan Capital
California
$1.62M +$529K +22,505 +48%
CAM
40
Cresset Asset Management
Illinois
$1.52M +$247K +10,495 +19%
ACM
41
Ativo Capital Management
Illinois
$1.37M -$7.17K -305 -0.5%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.25M -$251K -10,665 -17%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.24M +$29.4K +1,250 +2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.18M +$7.87K +335 +0.7%
VF
45
Virtu Financial
New York
$1.1M +$1.11M +47,260 New
WT
46
Whittier Trust
California
$1.06M +$74.4K +3,165 +7%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$1.06M -$18.6K -790 -2%
GT
48
Greenleaf Trust
Michigan
$1.02M
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$998K -$122K -5,185 -11%
BCI
50
Brinker Capital Investments
Pennsylvania
$950K +$15.7K +670 +2%