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ORIX
IX

Overview Fund Activity

145 hedge funds and large institutions have $405M invested in ORIX in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
-13
Holders Change %
-8.23%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
62
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.65M
2
Bank of America
2
Bank of America
North Carolina
$36.3M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$4.98M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.33M

Top Sellers

1
GC
1
Guardian Capital
Ontario, Canada
$0
2
RJA
2
Raymond James & Associates
Florida
$4.04M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.63M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$6.17M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
51
KCS Wealth Advisory
California
$833K 10,537 +599 +6%
OMC
52
Old Mission Capital
Illinois
$811K 10,259 +10,259 New
BCM
53
BTC Capital Management
Iowa
$776K 9,851 -288 -3%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$758K 9,600 +1,900 +25%
EVM
55
Eaton Vance Management
Massachusetts
$740K 9,357 -9,195 -50%
SEI Investments
56
SEI Investments
Pennsylvania
$716K 9,069 +1,599 +21%
AT
57
Arden Trust
Delaware
$709K 8,985 -101 -1%
Ameriprise
58
Ameriprise
Minnesota
$632K 8,005 -337 -4%
WAM
59
World Asset Management
Michigan
$627K 7,937 -2,597 -25%
UBS AM
60
UBS AM
Illinois
$592K 7,499 +138 +2%
Citadel Advisors
61
Citadel Advisors
Florida
$590K 7,465 +7,465 New
BA
62
Boston Advisors
Massachusetts
$564K 7,142 +102 +1%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$563K 7,130 -257 -3%
EAM
64
Eagle Asset Management
Florida
$556K 7,044 +658 +10%
Geode Capital Management
65
Geode Capital Management
Massachusetts
$516K 6,533 -903 -12%
BCAM
66
Boston Common Asset Management
Massachusetts
$515K 6,519 -448 -6%
FIM
67
Freedom Investment Management
Connecticut
$505K 6,390 +1,286 +25%
M&T Bank
68
M&T Bank
New York
$489K 6,181 +21 +0.3%
FB
69
Fulton Bank
Pennsylvania
$470K 5,945 +105 +2%
SGA
70
Strategic Global Advisors
California
$437K 4,867 – –
FCI
71
Financial Counselors Inc
Kansas
$423K 5,348 -11 -0.2%
State Street
72
State Street
Massachusetts
$383K 4,857 +223 +5%
ONB
73
Old National Bancorp
Indiana
$316K 4,001 -25 -0.6%
BTS
74
BB&T Securities
Virginia
$315K 3,997 -115 -3%
S
75
SignatureFD
Georgia
$295K 3,733 +173 +5%
1 2
3
4 5