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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $230M invested in ORIX in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
35
Reduced
28
Closed
10
Calls
$20.7M
Puts
$64M
Net Calls
-$43.3M
Net Calls Change
+$41.1B

Top Buyers

1
RG
1
Renaissance Group
Kentucky
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.3M
3
MAA
3
Managed Account Advisors
New Jersey
$8.63M
4
MCM
4
McKinley Capital Management
Alaska
$1.62M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$4.25M
2
AssetMark Inc
2
AssetMark Inc
California
$1.02M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$1.93M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$421K 6,106 -9,073 -60%
1GA
52
1st Global Advisors
Texas
$394K 5,704 +311 +6%
CIM
53
Calvert Investment Management
Maryland
$386K 5,593 -5,220 -48%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$331K 4,795 +265 +6%
Geode Capital Management
55
Geode Capital Management
Massachusetts
$310K 4,495 -308 -6%
CBU
56
CIBC Bank USA
Illinois
$289K 4,190 -30 -0.7%
LPL Financial
57
LPL Financial
California
$287K 4,261 +4,261 New
Deutsche Bank
58
Deutsche Bank
Germany
$282K 4,113 +3,316 +416%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$281K 4,075 -382 -9%
HCM
60
Herndon Capital Management
Georgia
$249K 3,615 – –
B
61
BancorpSouth
Mississippi
$239K 3,467 +3,467 New
FB
62
Fulton Bank
Pennsylvania
$220K 3,185 +3,185 New
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$211K 3,060 – –
Ameriprise
64
Ameriprise
Minnesota
$143K 2,061 -890 -30%
Barclays
65
Barclays
United Kingdom
$143K 2,072 +1,925 +1,310%
GT
66
Glenmede Trust
Pennsylvania
$115K 1,674 +1,674 New
CTC
67
Central Trust Company
Missouri
$71K 1,028 – –
BC
68
Bartlett & Co
Ohio
$69K 1,000 +1,000 New
BFA
69
BlackRock Fund Advisors
California
$57K 831 -59 -7%
MCM
70
Manchester Capital Management
Vermont
$56K 809 +276 +52%
ST
71
Smithfield Trust
Pennsylvania
$49K 709 -1,170 -62%
BIM
72
BlackRock Investment Management
Delaware
$49K 715 – –
TRCT
73
Tower Research Capital (TRC)
New York
$49K 709 +709 New
Bank of America
74
Bank of America
North Carolina
$44K 632 -342 -35%
FMT
75
First Mercantile Trust
Tennessee
$44K 632 +111 +21%
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