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ORIX
IX

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$6.96M
4
State Street
4
State Street
Massachusetts
$1.78M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.8M
2
CGH
2
Crossmark Global Holdings
Texas
$1.62M
3
PPA
3
Parametric Portfolio Associates
Washington
$33.5M
4
AG
4
Aperio Group
California
$21.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
51
AssetMark Inc
California
$343K 5,569 -267 -5%
RJA
52
Raymond James & Associates
Florida
$330K 5,360 -288 -5%
William Blair & Company
53
William Blair & Company
Illinois
$328K 5,319 +5,319 New
CSS
54
Cubist Systematic Strategies
Connecticut
$317K 5,139 +5,139 New
Two Sigma Advisers
55
Two Sigma Advisers
New York
$308K 5,000 -500 -9%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$260K 4,228 -1,251 -23%
Ameriprise
57
Ameriprise
Minnesota
$246K 4,003 -724 -15%
VPIM
58
Vanguard Personalized Indexing Management
California
$243K 3,950 +3,950 New
EVM
59
Eaton Vance Management
Massachusetts
$236K 3,825 -1,427 -27%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$233K 3,783 -2,496 -40%
SEI Investments
61
SEI Investments
Pennsylvania
$223K 3,611 -1,795 -33%
S
62
SignatureFD
Georgia
$221K 3,589 -1,395 -28%
CCIA
63
Campbell & Co Investment Adviser
Maryland
$219K 3,550 +3,550 New
FCI
64
Financial Counselors Inc
Kansas
$217K 3,525 -249 -7%
ONB
65
Old National Bancorp
Indiana
$212K 3,438 -9 -0.3%
SW
66
SVB Wealth
Massachusetts
$208K 3,373 -501 -13%
AAM
67
Advisors Asset Management
Colorado
$186K 3,014 -242 -7%
BWP
68
Baldwin Wealth Partners
Massachusetts
$109K 1,775 – –
GT
69
Glenmede Trust
Pennsylvania
$106K 1,736 +405 +30%
HNB
70
Huntington National Bank
Ohio
$96K 1,553 -676 -30%
LC
71
Lindbrook Capital
California
$96K 1,564 +203 +15%
TPCW
72
TD Private Client Wealth
New York
$96K 1,558 -1,299 -45%
QCMC
73
Quantum Capital Management (California)
California
$92K 1,500 -490 -25%
PCG
74
Private Capital Group
Connecticut
$88K 1,432 -78 -5%
QCG
75
Quadrant Capital Group
Ohio
$82K 1,330 -8,516 -86%
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