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ORIX
IX

Overview Fund Activity

147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCAM
1
Onex Canada Asset Management
Ontario, Canada
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
4
TAM
4
Todd Asset Management
Kentucky
$24M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.9M

Top Sellers

1
SGA
1
Strategic Global Advisors
California
$3.49M
2
State Street
2
State Street
Massachusetts
$7.23M
3
BlackRock
3
BlackRock
New York
$37.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$46M
5
Wells Fargo
5
Wells Fargo
California
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Altium Wealth Management
New York
$675K 6,636 +1,258 +23%
AssetMark Inc
52
AssetMark Inc
California
$667K 6,556 -75 -1%
S
53
SignatureFD
Georgia
$656K 6,448 +303 +5%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$644K 6,326 +478 +8%
VPIM
55
Vanguard Personalized Indexing Management
California
$627K 6,162 +1,715 +39%
BCI
56
Brinker Capital Investments
Pennsylvania
$611K 5,999 +69 +1%
DCM
57
DGS Capital Management
New Jersey
$583K 5,727 +5,727 New
Citigroup
58
Citigroup
New York
$579K 5,686 +219 +4%
Comerica Bank
59
Comerica Bank
Texas
$544K 5,163 -144 -3%
Ameriprise
60
Ameriprise
Minnesota
$520K 5,105 +142 +3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$512K 5,044 +198 +4%
CGA
62
Channing Global Advisors
Florida
$494K 4,851 +4,851 New
WFI
63
West Family Investments
California
$486K 4,778 +223 +5%
RJA
64
Raymond James & Associates
Florida
$469K 4,608 +107 +2%
SEI Investments
65
SEI Investments
Pennsylvania
$434K 4,265 +4,265 New
EVM
66
Eaton Vance Management
Massachusetts
$429K 4,222 +72 +2%
YCM
67
Yousif Capital Management
Michigan
$405K 3,982 +3,982 New
UBS Group
68
UBS Group
Switzerland
$369K 3,630 +923 +34%
MYIA
69
Mount Yale Investment Advisors
Colorado
$366K 3,595 +332 +10%
QCG
70
Quadrant Capital Group
Ohio
$349K 3,430 +184 +6%
RCM
71
RNC Capital Management
California
$341K 3,350 +3,350 New
Creative Planning
72
Creative Planning
Kansas
$317K 3,115 -48 -2%
CW
73
Connectus Wealth
Ohio
$314K 3,089 +3,089 New
PA
74
Parallel Advisors
California
$311K 3,052 -101 -3%
FIM
75
Freedom Investment Management
Connecticut
$304K 2,991 +2,991 New
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