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ORIX
IX

Overview Fund Activity

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.86M
5
BFM
5
Boothbay Fund Management
New York
$1.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$12.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$21M
4
Comerica Bank
4
Comerica Bank
Texas
$503K
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$553K 5,848 +248 +4%
Citigroup
52
Citigroup
New York
$517K 5,467 -6,099 -53%
AWM
53
Altium Wealth Management
New York
$508K 5,378 +793 +17%
Comerica Bank
54
Comerica Bank
Texas
$503K 5,307 -10,290 -66%
BCI
55
Brinker Capital Investments
Pennsylvania
$502K 5,930 – –
Ameriprise
56
Ameriprise
Minnesota
$469K 4,963 +38 +0.8%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$458K 4,846 -62 -1%
WFI
58
West Family Investments
California
$431K 4,555 +105 +2%
RJA
59
Raymond James & Associates
Florida
$425K 4,501 +420 +10%
VPIM
60
Vanguard Personalized Indexing Management
California
$420K 4,447 +1,000 +29%
Citadel Advisors
61
Citadel Advisors
Florida
$320K 3,381 -2,045 -38%
MYIA
62
Mount Yale Investment Advisors
Colorado
$308K 3,263 +3,263 New
QCG
63
Quadrant Capital Group
Ohio
$307K 3,246 +334 +11%
Creative Planning
64
Creative Planning
Kansas
$299K 3,163 +3,163 New
PA
65
Parallel Advisors
California
$298K 3,153 +662 +27%
NAM
66
NorthCoast Asset Management
Connecticut
$295K 3,118 +29 +0.9%
Fisher Asset Management
67
Fisher Asset Management
Washington
$293K 3,101 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$292K 2,967 +93 +3%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$279K 2,951 -100 -3%
BWP
70
Baldwin Wealth Partners
Massachusetts
$265K 2,803 +83 +3%
AAM
71
Advisors Asset Management
Colorado
$259K 2,737 -239 -8%
UBS Group
72
UBS Group
Switzerland
$256K 2,707 -113 -4%
CCP
73
Corient Capital Partners
California
$246K 2,606 +2,606 New
CAM
74
Cresset Asset Management
Illinois
$240K 2,544 +2,544 New
Franklin Resources
75
Franklin Resources
California
$235K 2,487 +46 +2%
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3
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