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ORIX
IX

Overview Fund Activity

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$9.54M
2
AIM
2
abrdn Investment Management
United Kingdom
$10.8M
3
GC
3
Gratry & Company
Ohio
$8.45M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$9.94M
5
SB
5
Suntrust Banks
Georgia
$2.94M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
AG
2
Aperio Group
California
$6.65M
3
EGA
3
Eagle Global Advisors
Texas
$13.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$391K
5
PPA
5
Parametric Portfolio Associates
Washington
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IB
51
Intrust Bank
Kansas
$582K 6,525 -57 -0.9%
BCAM
52
Boston Common Asset Management
Massachusetts
$538K 6,040 -730 -11%
WTNA
53
Wilmington Trust National Association
Delaware
$528K 5,925 +5,925 New
Citigroup
54
Citigroup
New York
$514K 5,768 -416 -7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$475K 5,331 -1,543 -22%
CBU
56
CIBC Bank USA
Illinois
$467K 5,245 +265 +5%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$455K 5,106 +5,106 New
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$405K 4,550 +4,550 New
TD Asset Management
59
TD Asset Management
Ontario, Canada
$391K 4,389 -24,910 -85%
HCM
60
Herndon Capital Management
Georgia
$322K 3,615 -1,588 -31%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$316K 3,545 +911 +35%
G
62
GlobalBridge
Minnesota
$315K 3,537 +3,537 New
PVWM
63
Point View Wealth Management
New Jersey
$289K 3,246 +3,246 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$273K 3,060 +3,060 New
SM
65
Stratton Management
Pennsylvania
$267K 3,000 – –
1GA
66
1st Global Advisors
Texas
$240K 2,697 -242 -8%
Two Sigma Investments
67
Two Sigma Investments
New York
$221K 2,481 +2,481 New
DC
68
Deere & Company
Illinois
$206K 2,315 -1,844 -44%
Ameriprise
69
Ameriprise
Minnesota
$204K 2,295 +111 +5%
ECM
70
ETrade Capital Management
Virginia
$190K 2,133 +2,133 New
RFC
71
Russell Frank Company
Washington
$159K 1,788 – –
DWA
72
Dorsey Wright & Associates
California
$155K 1,980 +1,980 New
BFA
73
BlackRock Fund Advisors
California
$74K 834 – –
CTC
74
Central Trust Company
Missouri
$64K 716 – –
Invesco
75
Invesco
Georgia
$51K 571 +13 +2%
1 2
3
4 5