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ORIX
IX

Overview Fund Activity

188 hedge funds and large institutions have $511M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81M
2
Northern Trust
2
Northern Trust
Illinois
$22.7M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.38M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.85M

Top Sellers

1
FTDI
1
First Trust Direct Indexing
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
VA
3
Vident Advisory
Georgia
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AssetMark Inc
5
AssetMark Inc
California
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.88M 27,132 +1,496 +6%
SEI Investments
27
SEI Investments
Pennsylvania
$2.41M 22,715 +367 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.25M 21,181 +474 +2%
WA
29
Wambolt & Associates
Colorado
$2.2M 20,742 -818 -4%
Cerity Partners
30
Cerity Partners
New York
$2.05M 18,657 -1,713 -8%
NGA
31
Naples Global Advisors
Florida
$1.9M 17,920 +7 +0%
RWM
32
Ritholtz Wealth Management
New York
$1.87M 17,641 -505 -3%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.85M 17,386 +17,386 New
BCM
34
BTC Capital Management
Iowa
$1.76M 16,641 +1,791 +12%
PAM
35
Paradigm Asset Management
New York
$1.54M 14,500 -5,900 -29%
Goldman Sachs
36
Goldman Sachs
New York
$1.53M 14,424 +310 +2%
PMWMG
37
Parr McKnight Wealth Management Group
Minnesota
$1.45M 13,663 +13,663 New
WT
38
Whittier Trust
California
$1.45M 13,655 +4,557 +50%
Mariner
39
Mariner
Kansas
$1.44M 13,536 -3,498 -21%
CC
40
Callan Capital
California
$1.24M 11,658 -2,298 -16%
ACM
41
Ativo Capital Management
Illinois
$1.24M 11,629 -200 -2%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.21M 11,353 +3,170 +39%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.21M 11,353 +3,170 +39%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$1.14M 10,771 – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.13M 10,648 -9 -0.1%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.09M 10,233 +2,880 +39%
SGI
47
Summit Global Investments
Utah
$1.07M 10,046 +10,046 New
HighTower Advisors
48
HighTower Advisors
Illinois
$1.04M 9,770 +2,822 +41%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$976K 9,183 +6,978 +316%
GT
50
Greenleaf Trust
Michigan
$930K 8,750 – –
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