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ORIX
IX

Overview Fund Activity

173 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, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% 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
71
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.05M
3
CGH
3
Crossmark Global Holdings
Texas
$3.33M
4
VF
4
Virtu Financial
New York
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
Bank of America
2
Bank of America
North Carolina
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$20.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCAM
5
Boston Common Asset Management
Massachusetts
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Wambolt & Associates
Colorado
$2.51M 21,560 +1,087 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.4M 20,707 +1,246 +6%
PAM
28
Paradigm Asset Management
New York
$2.37M 20,400 – –
Cerity Partners
29
Cerity Partners
New York
$2.36M 20,370 +6,513 +47%
AssetMark Inc
30
AssetMark Inc
California
$2.18M 18,746 +33 +0.2%
RWM
31
Ritholtz Wealth Management
New York
$2.11M 18,146 +1,818 +11%
NGA
32
Naples Global Advisors
Florida
$2.09M 17,913 – –
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$2.05M 17,688 +14,584 +470%
Mariner
34
Mariner
Kansas
$1.99M 17,034 +2,759 +19%
FTDI
35
First Trust Direct Indexing
Massachusetts
$1.88M 16,229 -1,709 -10%
VA
36
Vident Advisory
Georgia
$1.76M 15,163 +2,690 +22%
BCM
37
BTC Capital Management
Iowa
$1.72M 14,850 +788 +6%
Goldman Sachs
38
Goldman Sachs
New York
$1.64M 14,114 -2,564 -15%
CC
39
Callan Capital
California
$1.62M 13,956 +4,501 +48%
CAM
40
Cresset Asset Management
Illinois
$1.52M 13,062 +2,099 +19%
ACM
41
Ativo Capital Management
Illinois
$1.37M 11,829 -61 -0.5%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.25M 10,771 -2,133 -17%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.24M 10,657 +250 +2%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.18M 10,162 +67 +0.7%
VF
45
Virtu Financial
New York
$1.1M 9,452 +9,452 New
WT
46
Whittier Trust
California
$1.06M 9,098 +633 +7%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$1.06M 9,095 -158 -2%
GT
48
Greenleaf Trust
Michigan
$1.02M 8,750 – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$998K 8,601 -1,037 -11%
BCI
50
Brinker Capital Investments
Pennsylvania
$950K 8,183 +134 +2%
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