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ORIX
IX

Overview Fund Activity

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
PPA
2
Parametric Portfolio Associates
Washington
$34.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.69M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.5M
5
AG
5
Aperio Group
California
$20.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.78M
2
Bank of America
2
Bank of America
North Carolina
$36.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
51
KCS Wealth Advisory
California
$708K 8,357 +8,357 New
Geode Capital Management
52
Geode Capital Management
Massachusetts
$648K 7,650 +1,621 +27%
ECM
53
ETrade Capital Management
Virginia
$632K 7,451 +1,956 +36%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$630K 7,434 +290 +4%
UBS AM
55
UBS AM
Illinois
$626K 7,378 -365 -5%
Deutsche Bank
56
Deutsche Bank
Germany
$597K 7,050 -7,575 -52%
NAM
57
NorthCoast Asset Management
Connecticut
$551K 6,496 +113 +2%
Ameriprise
58
Ameriprise
Minnesota
$536K 6,331 +191 +3%
Bessemer Group
59
Bessemer Group
New Jersey
$528K 6,239 – –
BA
60
Boston Advisors
Massachusetts
$509K 6,005 +165 +3%
EAM
61
Eagle Asset Management
Florida
$496K 5,615 +1,609 +40%
FB
62
Fulton Bank
Pennsylvania
$486K 5,722 +123 +2%
BTS
63
BB&T Securities
Virginia
$482K 5,692 -430 -7%
FCI
64
Financial Counselors Inc
Kansas
$458K 5,404 -76 -1%
WIS
65
Wright Investors Service
Connecticut
$438K 5,171 -7,779 -60%
M&T Bank
66
M&T Bank
New York
$430K 5,068 -28 -0.5%
SGA
67
Strategic Global Advisors
California
$410K 4,840 – –
State Street
68
State Street
Massachusetts
$388K 4,576 -466 -9%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$385K 4,537 +285 +7%
AG
70
Advisor Group
Arizona
$366K 4,327 +342 +9%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$365K 4,300 +200 +5%
ONB
72
Old National Bancorp
Indiana
$352K 4,152 – –
LC
73
Lourd Capital
California
$312K 3,686 +3,686 New
BCAM
74
Boston Common Asset Management
Massachusetts
$296K 3,488 +3,488 New
SW
75
SVB Wealth
Massachusetts
$289K 3,412 +228 +7%
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3
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