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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.85M
3
PAM
3
Paradigm Asset Management
New York
$1.22M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$746K
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M
3
BlackRock
3
BlackRock
New York
$21.3M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$6.73M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$502K 6,118 -58 -0.9%
ACM
52
Ativo Capital Management
Illinois
$435K 5,300 – –
SAI
53
Systematic Alpha Investments
New Jersey
$407K 4,962 – –
Citadel Advisors
54
Citadel Advisors
Florida
$407K 4,962 +4,962 New
DCM
55
DGS Capital Management
New Jersey
$384K 4,673 +106 +2%
WT
56
Whittier Trust
California
$378K 4,610 -1,604 -26%
S
57
SignatureFD
Georgia
$370K 4,505 -78 -2%
YCM
58
Yousif Capital Management
Michigan
$345K 4,207 – –
Citigroup
59
Citigroup
New York
$341K 4,150 +657 +19%
SFA
60
Sequoia Financial Advisors
Ohio
$325K 3,962 +157 +4%
AA
61
AlphaQ Advisors
Florida
$306K 3,723 +3,723 New
Ameriprise
62
Ameriprise
Minnesota
$300K 3,653 +51 +1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$287K 3,500 +3,500 New
VIA
64
Vident Investment Advisory
Georgia
$281K 3,425 +3,425 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$281K 3,425 +3,425 New
Creative Planning
66
Creative Planning
Kansas
$271K 3,304 -1,213 -27%
UBS Group
67
UBS Group
Switzerland
$235K 2,861 -1,866 -39%
RCM
68
RNC Capital Management
California
$224K 2,735 +240 +10%
DWT
69
Dorsey & Whitney Trust
South Dakota
$221K 2,696 +12 +0.4%
Franklin Resources
70
Franklin Resources
California
$221K 2,696 +2,696 New
KCM
71
Kathmere Capital Management
Pennsylvania
$219K 2,663 +2,663 New
Osaic Holdings
72
Osaic Holdings
Arizona
$216K 2,623 +601 +30%
Charles Schwab
73
Charles Schwab
California
$213K 2,594 +2,594 New
ONB
74
Old National Bancorp
Indiana
$212K 2,587 +90 +4%
FCI
75
Financial Counselors Inc
Kansas
$207K 2,527 – –
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3
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