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ORIX
IX

Overview Fund Activity

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Todd Asset Management
Kentucky
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$25.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.78M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$16.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$9.36M

Top Sellers

1
CGH
1
Crossmark Global Holdings
Texas
$2.06M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$0
3
SI
3
Scout Investments
Missouri
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
S
51
SimplyRich
California
$656K 6,572 -208 -3%
EAM
52
Eagle Asset Management
Florida
$645K 6,467 -423 -6%
S
53
SignatureFD
Georgia
$633K 6,335 -113 -2%
SEI Investments
54
SEI Investments
Pennsylvania
$619K 6,198 +1,933 +45%
BCI
55
Brinker Capital Investments
Pennsylvania
$610K 6,105 +106 +2%
Calamos Advisors
56
Calamos Advisors
Illinois
$602K 6,030 +6,030 New
DCM
57
DGS Capital Management
New Jersey
$590K 5,907 +180 +3%
Ameriprise
58
Ameriprise
Minnesota
$565K 5,661 +556 +11%
MYIA
59
Mount Yale Investment Advisors
Colorado
$545K 5,461 +1,866 +52%
ACM
60
Ativo Capital Management
Illinois
$530K 5,308 +5,308 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$507K 5,076 +32 +0.6%
SAI
62
Systematic Alpha Investments
New Jersey
$495K 4,962 +4,962 New
UBS Group
63
UBS Group
Switzerland
$465K 4,655 +1,025 +28%
Comerica Bank
64
Comerica Bank
Texas
$462K 4,897 -266 -5%
Citigroup
65
Citigroup
New York
$444K 4,465 -1,221 -21%
WFI
66
West Family Investments
California
$401K 4,020 -758 -16%
YCM
67
Yousif Capital Management
Michigan
$398K 3,982 – –
EVM
68
Eaton Vance Management
Massachusetts
$383K 3,837 -385 -9%
QCG
69
Quadrant Capital Group
Ohio
$350K 3,513 +83 +2%
RCM
70
RNC Capital Management
California
$347K 3,480 +130 +4%
Creative Planning
71
Creative Planning
Kansas
$322K 3,227 +112 +4%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$306K 2,994 +55 +2%
QI
73
Qtron Investments
Massachusetts
$287K 2,871 +2,871 New
FCI
74
Financial Counselors Inc
Kansas
$283K 2,838 +531 +23%
ONB
75
Old National Bancorp
Indiana
$282K 2,824 +720 +34%
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3
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