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ORIX
IX

Overview Fund Activity

125 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$33.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.5M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$3.1M
4
PPA
4
Parametric Portfolio Associates
Washington
$51.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$3.72M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
TAM
2
Todd Asset Management
Kentucky
$19.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.1M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
51
Susquehanna Fundamental Investments
Pennsylvania
$479K 5,651 -200 -3%
William Blair & Company
52
William Blair & Company
Illinois
$445K 5,244 – –
S
53
SignatureFD
Georgia
$410K 4,839 +135 +3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$399K 4,706 -84 -2%
VPIM
55
Vanguard Personalized Indexing Management
California
$377K 4,446 -450 -9%
EVM
56
Eaton Vance Management
Massachusetts
$363K 4,286 – –
RJA
57
Raymond James & Associates
Florida
$357K 4,212 -245 -5%
AWM
58
Altium Wealth Management
New York
$354K 4,171 +467 +13%
Citadel Advisors
59
Citadel Advisors
Florida
$313K 3,694 -3,839 -51%
FTDI
60
First Trust Direct Indexing
Massachusetts
$304K 3,583 +56 +2%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$297K 3,500 +3,500 New
Fisher Asset Management
62
Fisher Asset Management
Washington
$292K 3,447 -323 -9%
ONB
63
Old National Bancorp
Indiana
$274K 3,234 +73 +2%
AAM
64
Advisors Asset Management
Colorado
$267K 3,145 -19 -0.6%
NAM
65
NorthCoast Asset Management
Connecticut
$262K 3,089 – –
Creative Planning
66
Creative Planning
Kansas
$261K 3,073 +282 +10%
LSAG
67
Lake Street Advisors Group
New Hampshire
$258K 3,044 +60 +2%
MWNA
68
Marshall Wace North America
New York
$246K 2,893 -1,897 -40%
FCI
69
Financial Counselors Inc
Kansas
$244K 2,874 -542 -16%
UBS Group
70
UBS Group
Switzerland
$226K 2,666 -2,985 -53%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$215K 2,581 +307 +14%
QCG
72
Quadrant Capital Group
Ohio
$212K 2,496 +258 +12%
Franklin Resources
73
Franklin Resources
California
$210K 2,476 +2,476 New
BP
74
Ballentine Partners
Massachusetts
$209K 2,466 +2,466 New
JIC
75
Johnson Investment Counsel
Ohio
$208K 2,450 +2,450 New
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3
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