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ORIX
IX

Overview Fund Activity

170 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$65.6M
2
TAM
2
Todd Asset Management
Kentucky
$38.5M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$22M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$180M
2
OSAM
2
O'Shaughnessy Asset Management
Connecticut
$5.72M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.46M
4
Citadel Advisors
4
Citadel Advisors
Florida
$859K
5
BlackRock
5
BlackRock
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$896K 8,049 -341 -4%
BCI
52
Brinker Capital Investments
Pennsylvania
$896K 8,049 -341 -4%
Citadel Advisors
53
Citadel Advisors
Florida
$859K 7,716 -9,044 -54%
HighTower Advisors
54
HighTower Advisors
Illinois
$785K 7,018 +73 +1%
State Street
55
State Street
Massachusetts
$740K 6,647 -70 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$735K 6,600 -779 -11%
DCM
57
DGS Capital Management
New Jersey
$734K 6,595 +414 +7%
AAM
58
Advisors Asset Management
Colorado
$704K 6,323 +712 +13%
S
59
SimplyRich
California
$698K 6,279 – –
US Bancorp
60
US Bancorp
Minnesota
$695K 6,247 -77 -1%
SGA
61
Strategic Global Advisors
California
$604K 2,888 -2,785 -49%
SAI
62
Systematic Alpha Investments
New Jersey
$552K 4,962 – –
KCM
63
Kathmere Capital Management
Pennsylvania
$532K 4,780 +536 +13%
Corient Private Wealth
64
Corient Private Wealth
Florida
$514K 4,615 +446 +11%
Citigroup
65
Citigroup
New York
$501K 4,502 +196 +5%
SFA
66
Sequoia Financial Advisors
Ohio
$495K 4,451 +191 +4%
Creative Planning
67
Creative Planning
Kansas
$488K 4,385 +30 +0.7%
MYIA
68
Mount Yale Investment Advisors
Colorado
$482K 4,328 +35 +0.8%
YCM
69
Yousif Capital Management
Michigan
$462K 4,147 – –
S
70
SignatureFD
Georgia
$456K 4,099 -9 -0.2%
CG
71
Caprock Group
Idaho
$442K 3,971 +3,971 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$419K 3,762 +1,664 +79%
AWA
73
Aaron Wealth Advisors
Illinois
$407K 3,660 +180 +5%
Ameriprise
74
Ameriprise
Minnesota
$388K 3,482 -2 -0.1%
MCM
75
MAI Capital Management
Ohio
$387K 3,478 -114 -3%
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3
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