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ORIX
IX

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.1M
2
TAM
2
Todd Asset Management
Kentucky
$26.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$104M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M
5
Millennium Management
5
Millennium Management
New York
$1.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.65M
2
State Street
2
State Street
Massachusetts
$613K
3
BlackRock
3
BlackRock
New York
$22.3M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
US Bancorp
5
US Bancorp
Minnesota
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$621K 6,805 +6,805 New
State Street
52
State Street
Massachusetts
$613K 6,717 -23,661 -78%
MYIA
53
Mount Yale Investment Advisors
Colorado
$608K 6,669 +101 +2%
Jane Street
54
Jane Street
New York
$583K 6,393 +6,393 New
CAM
55
Cresset Asset Management
Illinois
$582K 6,377 +6,377 New
S
56
SimplyRich
California
$572K 6,279 – –
Charles Schwab
57
Charles Schwab
California
$521K 5,717 +3,123 +120%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$506K 5,553 +2,053 +59%
Marshall Wace
59
Marshall Wace
United Kingdom
$500K 5,481 +5,481 New
ACM
60
Ativo Capital Management
Illinois
$483K 5,300 – –
DCM
61
DGS Capital Management
New Jersey
$460K 5,046 +373 +8%
WT
62
Whittier Trust
California
$457K 5,008 +398 +9%
SAI
63
Systematic Alpha Investments
New Jersey
$453K 4,962 – –
Citigroup
64
Citigroup
New York
$438K 4,798 +648 +16%
S
65
SignatureFD
Georgia
$404K 4,429 -76 -2%
VIA
66
Vident Investment Advisory
Georgia
$400K 4,456 +1,031 +30%
Creative Planning
67
Creative Planning
Kansas
$389K 4,264 +960 +29%
Ameriprise
68
Ameriprise
Minnesota
$385K 4,223 +570 +16%
YCM
69
Yousif Capital Management
Michigan
$373K 4,087 -120 -3%
SFA
70
Sequoia Financial Advisors
Ohio
$371K 4,067 +105 +3%
AA
71
AlphaQ Advisors
Florida
$336K 3,686 -37 -1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$328K 3,600 +3,400 +1,700%
Corient Private Wealth
73
Corient Private Wealth
Florida
$313K 3,429 +4 +0.1%
UBS Group
74
UBS Group
Switzerland
$297K 3,257 +396 +14%
FCI
75
Financial Counselors Inc
Kansas
$275K 3,012 +485 +19%
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