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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M
3
TAM
3
Todd Asset Management
Kentucky
$33.8M
4
BCM
4
BTC Capital Management
Iowa
$1.64M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.47M
4
BlackRock
4
BlackRock
New York
$22.7M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
51
Whittier Trust
California
$841K 7,634 +1,147 +18%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$813K 7,379 +36 +0.5%
HighTower Advisors
53
HighTower Advisors
Illinois
$773K 6,945 +114 +2%
State Street
54
State Street
Massachusetts
$740K 6,717 – –
US Bancorp
55
US Bancorp
Minnesota
$697K 6,324 -206 -3%
S
56
SimplyRich
California
$692K 6,279 – –
DCM
57
DGS Capital Management
New Jersey
$681K 6,181 +503 +9%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$637K 5,781 -76 -1%
GAM
59
Groupama Asset Management
France
$633K 57,600 +57,600 New
SGA
60
Strategic Global Advisors
California
$625K 5,673 -64 -1%
AAM
61
Advisors Asset Management
Colorado
$618K 5,611 +1,022 +22%
SAI
62
Systematic Alpha Investments
New Jersey
$547K 4,962 – –
EI
63
Ethic Inc
New York
$482K 4,375 +365 +9%
Creative Planning
64
Creative Planning
Kansas
$480K 4,355 +162 +4%
ERSOT
65
Employees Retirement System of Texas
Texas
$475K 4,307 -2,575 -37%
Citigroup
66
Citigroup
New York
$475K 4,306 -80 -2%
MYIA
67
Mount Yale Investment Advisors
Colorado
$473K 4,293 -2,541 -37%
SFA
68
Sequoia Financial Advisors
Ohio
$469K 4,260 -35 -0.8%
KCM
69
Kathmere Capital Management
Pennsylvania
$468K 4,244 +126 +3%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$467K 4,239 -3,003 -41%
AA
71
AlphaQ Advisors
Florida
$463K 4,204 +170 +4%
Corient Private Wealth
72
Corient Private Wealth
Florida
$459K 4,169 +42 +1%
YCM
73
Yousif Capital Management
Michigan
$457K 4,147 +60 +1%
S
74
SignatureFD
Georgia
$453K 4,108 -260 -6%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$419K 3,801 +801 +27%
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3
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