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ORIX
IX

Overview Fund Activity

148 hedge funds and large institutions have $401M invested in ORIX in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$28M
2
PPA
2
Parametric Portfolio Associates
Washington
$38.7M
3
Northern Trust
3
Northern Trust
Illinois
$23.6M
4
Millennium Management
4
Millennium Management
New York
$728K
5
William Blair & Company
5
William Blair & Company
Illinois
$5.84M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$7.25M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$916K
4
Morgan Stanley
4
Morgan Stanley
New York
$36.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AT
51
Arden Trust
Delaware
$705K 8,703 -282 -3%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$677K 8,360 +1,827 +28%
EAM
53
Eagle Asset Management
Florida
$623K 7,690 +646 +9%
BA
54
Boston Advisors
Massachusetts
$618K 7,626 +484 +7%
UBS AM
55
UBS AM
Illinois
$602K 7,430 -69 -0.9%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$597K 7,368 +4,791 +186%
HJIM
57
Henry James International Management
New York
$580K 7,152 +7,152 New
Ameriprise
58
Ameriprise
Minnesota
$577K 7,114 -891 -11%
WAM
59
World Asset Management
Michigan
$546K 6,742 -1,195 -15%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$510K 6,292 -838 -12%
M&T Bank
61
M&T Bank
New York
$499K 6,152 -29 -0.5%
FIM
62
Freedom Investment Management
Connecticut
$496K 6,268 -122 -2%
FB
63
Fulton Bank
Pennsylvania
$471K 5,812 -133 -2%
FCI
64
Financial Counselors Inc
Kansas
$434K 5,352 +4 +0.1%
SGA
65
Strategic Global Advisors
California
$404K 4,985 +118 +2%
AG
66
Advisor Group
Arizona
$400K 4,943 +1,378 +39%
State Street
67
State Street
Massachusetts
$395K 4,858 +1 +0%
Citadel Advisors
68
Citadel Advisors
Florida
$370K 4,565 -2,900 -39%
ONB
69
Old National Bancorp
Indiana
$331K 4,080 +79 +2%
BTS
70
BB&T Securities
Virginia
$329K 4,061 +64 +2%
ACI
71
AMP Capital Investors
Australia
$317K 3,800 +3,800 New
S
72
SignatureFD
Georgia
$314K 3,874 +141 +4%
VF
73
Virtu Financial
New York
$286K 3,527 +3,527 New
AI
74
Atria Investments
North Carolina
$284K 3,505 +137 +4%
BCM
75
BTC Capital Management
Iowa
$281K 3,429 -6,422 -65%
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3
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