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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Jane Street
2
Jane Street
New York
$3.74M
3
SI
3
Scout Investments
Missouri
$3.6M
4
WI
4
WHV Investments
California
$3.33M
5
TAM
5
Todd Asset Management
Kentucky
$20.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
UBS AM
2
UBS AM
Illinois
$881K
3
PAG
3
Private Advisor Group
New Jersey
$330K
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M
5
HJGA
5
Hardman Johnston Global Advisors
Connecticut
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
51
Riverhead Capital Management
Delaware
$710K 9,945 -255 -3%
Citigroup
52
Citigroup
New York
$617K 8,634 -227 -3%
RJA
53
Raymond James & Associates
Florida
$599K 8,393 +8,393 New
William Blair & Company
54
William Blair & Company
Illinois
$586K 8,220 -245 -3%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$558K 7,814 -370 -5%
AllianceBernstein
56
AllianceBernstein
Tennessee
$525K 7,354 -129 -2%
SW
57
SVB Wealth
Massachusetts
$515K 7,209 +7,209 New
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$495K 6,938 +217 +3%
Stifel Financial
59
Stifel Financial
Missouri
$487K 6,827 +14 +0.2%
Ameriprise
60
Ameriprise
Minnesota
$482K 6,756 +962 +17%
FB
61
Fulton Bank
Pennsylvania
$444K 6,228 +2,883 +86%
BCM
62
Bluefin Capital Management
New York
$403K 5,645 +5,645 New
ONB
63
Old National Bancorp
Indiana
$371K 5,194 +574 +12%
PAG
64
Private Advisor Group
New Jersey
$330K 357 -4,299 -92%
DC
65
Deere & Company
Illinois
$316K 4,429 – –
FCI
66
Financial Counselors Inc
Kansas
$302K 4,233 +62 +1%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$296K 4,152 +4,152 New
Citadel Advisors
68
Citadel Advisors
Florida
$273K 3,823 +3,823 New
SGA
69
Strategic Global Advisors
California
$266K 3,728 +750 +25%
B
70
BancorpSouth
Mississippi
$255K 3,578 – –
BCM
71
BTC Capital Management
Iowa
$242K 3,369 -75 -2%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$228K 3,200 – –
Deutsche Bank
73
Deutsche Bank
Germany
$227K 3,207 -3,239 -50%
TNBTD
74
Trustmark National Bank Trust Department
Mississippi
$217K 3,035 +3,035 New
FAAS
75
First Allied Advisory Services
California
$210K 2,903 -155 -5%
1 2
3
4 5