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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Aperio Group
California
$27.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.9M
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452K
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$68K
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$2.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
51
Boston Advisors
Massachusetts
$486K 6,485 – –
RJA
52
Raymond James & Associates
Florida
$471K 6,294 -382 -6%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$452K 6,039 -93,785 -94%
S
54
SignatureFD
Georgia
$430K 5,740 +2,153 +60%
Deutsche Bank
55
Deutsche Bank
Germany
$420K 5,615 -31,452 -85%
State Street
56
State Street
Massachusetts
$417K 5,566 +655 +13%
Geode Capital Management
57
Geode Capital Management
Massachusetts
$412K 5,508 +923 +20%
GT
58
Greenleaf Trust
Michigan
$411K 5,490 +1,841 +50%
QCG
59
Quadrant Capital Group
Ohio
$409K 5,623 +49 +0.9%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$405K 5,405 +8 +0.1%
Citadel Advisors
61
Citadel Advisors
Florida
$326K 4,355 -13,452 -76%
FCI
62
Financial Counselors Inc
Kansas
$304K 4,060 -40 -1%
FB
63
Fulton Bank
Pennsylvania
$288K 3,845 -108 -3%
UCFA
64
United Capital Financial Advisors
Texas
$288K 3,842 +3,842 New
WAM
65
World Asset Management
Michigan
$287K 3,829 -179 -4%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$240K 3,210 +3,210 New
BP
67
Ballentine Partners
Massachusetts
$236K 3,154 +3,154 New
Ameriprise
68
Ameriprise
Minnesota
$232K 3,092 -3,623 -54%
QSS
69
Quantitative Systematic Strategies
Florida
$225K 3,000 +3,000 New
JIC
70
Johnson Investment Counsel
Ohio
$222K 2,971 – –
DIM
71
DC Investments Management
Virginia
$217K 2,896 +2,896 New
DWT
72
Dorsey & Whitney Trust
South Dakota
$212K 2,831 +2,831 New
FFG
73
Fortem Financial Group
California
$201K 2,682 -204 -7%
HNB
74
Huntington National Bank
Ohio
$172K 2,299 +342 +17%
AAM
75
Advisors Asset Management
Colorado
$169K 2,261 +577 +34%
1 2
3
4 5