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ORIX
IX

Overview Fund Activity

134 hedge funds and large institutions have $396M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.1M
2
QCM
2
QRG Capital Management
Illinois
$4.61M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M
3
BlackRock
3
BlackRock
New York
$21M
4
Millennium Management
4
Millennium Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$648K 6,864 +59 +0.9%
ERSOT
52
Employees Retirement System of Texas
Texas
$646K 6,882 – –
State Street
53
State Street
Massachusetts
$631K 6,717 – –
MYIA
54
Mount Yale Investment Advisors
Colorado
$631K 6,716 +47 +0.7%
CAM
55
Cresset Asset Management
Illinois
$618K 6,588 +211 +3%
US Bancorp
56
US Bancorp
Minnesota
$600K 6,387 -1,585 -20%
S
57
SimplyRich
California
$589K 6,279 – –
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$563K 5,996 -2,765 -32%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$554K 5,903 +350 +6%
DCM
60
DGS Capital Management
New Jersey
$544K 5,792 +746 +15%
WT
61
Whittier Trust
California
$527K 5,610 +602 +12%
ACM
62
Ativo Capital Management
Illinois
$498K 5,300 – –
SAI
63
Systematic Alpha Investments
New Jersey
$466K 4,962 – –
Citigroup
64
Citigroup
New York
$442K 4,713 -85 -2%
Osaic Holdings
65
Osaic Holdings
Arizona
$437K 4,645 +2,144 +86%
S
66
SignatureFD
Georgia
$412K 4,389 -40 -0.9%
Creative Planning
67
Creative Planning
Kansas
$395K 4,210 -54 -1%
Corient Private Wealth
68
Corient Private Wealth
Florida
$393K 4,184 +755 +22%
Ameriprise
69
Ameriprise
Minnesota
$390K 4,154 -69 -2%
YCM
70
Yousif Capital Management
Michigan
$384K 4,087 – –
SFA
71
Sequoia Financial Advisors
Ohio
$380K 4,045 -22 -0.5%
KCM
72
Kathmere Capital Management
Pennsylvania
$368K 3,923 +1,298 +49%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$366K 3,900 +300 +8%
AAM
74
Advisors Asset Management
Colorado
$344K 3,664 +945 +35%
EI
75
Ethic Inc
New York
$330K 3,510 +1,070 +44%
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3
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