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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
64
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$7.34M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.27M
3
PPA
3
Parametric Portfolio Associates
Washington
$39.6M
4
RJA
4
Raymond James & Associates
Florida
$6.84M
5
GC
5
Guardian Capital
Ontario, Canada
$2.24M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58M
2
Bank of America
2
Bank of America
North Carolina
$36.1M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$25.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$5.17M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
BDS
51
Banco de Sabadell
Florida
$1.04M 11,797 +11,797 New
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$950K 10,570 +625 +6%
WAM
53
World Asset Management
Michigan
$947K 10,534 -4,434 -30%
Deutsche Bank
54
Deutsche Bank
Germany
$926K 10,316 +3,266 +46%
BCM
55
BTC Capital Management
Iowa
$913K 10,139 +310 +3%
KWA
56
KCS Wealth Advisory
California
$893K 9,938 +1,581 +19%
AT
57
Arden Trust
Delaware
$816K 9,086 -1,998 -18%
ECM
58
ETrade Capital Management
Virginia
$808K 8,992 +1,541 +21%
Ameriprise
59
Ameriprise
Minnesota
$750K 8,342 +2,011 +32%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$692K 7,700 +3,400 +79%
SEI Investments
61
SEI Investments
Pennsylvania
$672K 7,470 +4,507 +152%
Geode Capital Management
62
Geode Capital Management
Massachusetts
$668K 7,436 -214 -3%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$664K 7,387 -47 -0.6%
UBS AM
64
UBS AM
Illinois
$661K 7,361 -17 -0.2%
BA
65
Boston Advisors
Massachusetts
$633K 7,040 +1,035 +17%
BCAM
66
Boston Common Asset Management
Massachusetts
$626K 6,967 +3,479 +100%
EAM
67
Eagle Asset Management
Florida
$573K 6,386 +771 +14%
Bessemer Group
68
Bessemer Group
New Jersey
$560K 6,239 – –
M&T Bank
69
M&T Bank
New York
$553K 6,160 +1,092 +22%
FB
70
Fulton Bank
Pennsylvania
$525K 5,840 +118 +2%
FCI
71
Financial Counselors Inc
Kansas
$482K 5,359 -45 -0.8%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$462K 5,145 +5,145 New
FIM
73
Freedom Investment Management
Connecticut
$459K 5,104 +5,104 New
SGA
74
Strategic Global Advisors
California
$437K 4,867 +27 +0.6%
State Street
75
State Street
Massachusetts
$416K 4,634 +58 +1%
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