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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.94M
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$49.4M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$19.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
NAM
2
NorthCoast Asset Management
Connecticut
$256K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.42M
4
Northern Trust
4
Northern Trust
Illinois
$23.6M
5
HJIM
5
Henry James International Management
New York
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
51
Whittier Trust
California
$496K 5,942 +2,976 +100%
State Street
52
State Street
Massachusetts
$457K 5,478 -373 -6%
S
53
SignatureFD
Georgia
$397K 4,764 +174 +4%
FCI
54
Financial Counselors Inc
Kansas
$316K 3,786 -75 -2%
DWT
55
Dorsey & Whitney Trust
South Dakota
$315K 3,770 -42 -1%
QCG
56
Quadrant Capital Group
Ohio
$310K 3,929 +529 +16%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$305K 3,659 +3,600 +6,102%
TPCW
58
TD Private Client Wealth
New York
$293K 3,513 +3,513 New
ONB
59
Old National Bancorp
Indiana
$287K 3,438 +51 +2%
Invesco
60
Invesco
Georgia
$283K 3,388 -36 -1%
NAM
61
NorthCoast Asset Management
Connecticut
$256K 3,072 -20,626 -87%
Citadel Advisors
62
Citadel Advisors
Florida
$236K 2,838 +2,838 New
CG
63
Caprock Group
Idaho
$231K 2,770 -76 -3%
NFP
64
Narus Financial Partners
Utah
$217K 2,600 +2,600 New
BP
65
Ballentine Partners
Massachusetts
$216K 2,592 +2,592 New
American Century Companies
66
American Century Companies
Missouri
$216K 2,592 +2,592 New
WAM
67
World Asset Management
Michigan
$210K 2,515 -676 -21%
HNB
68
Huntington National Bank
Ohio
$209K 2,505 +566 +29%
AP
69
Advisor Partners
California
$206K 2,445 +2,445 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$206K 2,471 +2,471 New
JIC
71
Johnson Investment Counsel
Ohio
$204K 2,450 +2,450 New
AAM
72
Advisors Asset Management
Colorado
$196K 2,346 +89 +4%
QCMC
73
Quantum Capital Management (California)
California
$176K 2,114 -40 -2%
BWP
74
Baldwin Wealth Partners
Massachusetts
$135K 1,620 – –
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$129K 1,547 +1,547 New
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3
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