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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $224M invested in ORIX in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
30
Reduced
30
Closed
16
Calls
$21.3M
Puts
$35.5B
Net Calls
-$35.5B
Net Calls Change
-$35.5B

Top Buyers

1
AG
1
Aperio Group
California
$5.27M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$12.8M
3
TWI
3
Thomas White International
Illinois
$4.03M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.18M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.58M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$0
2
BTS
2
BB&T Securities
Virginia
$0
3
GC
3
Gratry & Company
Ohio
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.78M
5
SB
5
Suntrust Banks
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$405K 5,759 +5,759 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$387K 5,497 +166 +3%
CS
53
Credit Suisse
Switzerland
$384K 5,448 +5,448 New
CBU
54
CIBC Bank USA
Illinois
$351K 4,980 -265 -5%
NA
55
Navellier & Associates
Nevada
$344K 4,888 -2,442 -33%
Bank of America
56
Bank of America
North Carolina
$329K 4,669 +4,324 +1,253%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$327K 4,637 +87 +2%
Geode Capital Management
58
Geode Capital Management
Massachusetts
$315K 4,477 -629 -12%
PAG
59
Private Advisor Group
New Jersey
$304K 4,310 +4,310 New
DC
60
Deere & Company
Illinois
$287K 4,068 +1,753 +76%
HCM
61
Herndon Capital Management
Georgia
$255K 3,615 – –
FA
62
FDx Advisors
Illinois
$248K 3,526 +3,526 New
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$242K 3,431 -7,915 -70%
Millennium Management
64
Millennium Management
New York
$227K 3,222 +3,222 New
KeyBank National Association
65
KeyBank National Association
Ohio
$217K 3,084 +3,084 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$216K 3,060 – –
SM
67
Stratton Management
Pennsylvania
$211K 3,000 – –
CIM
68
CIM Investment Management
Pennsylvania
$211K 2,995 +2,995 New
Jane Street
69
Jane Street
New York
$203K 2,876 +2,876 New
ARTA
70
A.R.T. Advisors
New York
$201K 2,855 +2,855 New
Ameriprise
71
Ameriprise
Minnesota
$175K 2,474 +179 +8%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$159K 2,260 -1,285 -36%
ST
73
Smithfield Trust
Pennsylvania
$143K 2,026 +2,026 New
CTC
74
Central Trust Company
Missouri
$72K 1,028 +312 +44%
BFA
75
BlackRock Fund Advisors
California
$59K 834 – –
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3
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