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174 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$950K +$15.7K +670 +2%
DCM
52
DGS Capital Management
New Jersey
$933K +$169K +7,205 +22%
AAM
53
Advisors Asset Management
Colorado
$867K +$135K +5,755 +18%
JP Morgan Chase
54
JP Morgan Chase
New York
$853K +$575K +24,465 +199%
HighTower Advisors
55
HighTower Advisors
Illinois
$817K -$8.23K -350 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$777K +$11.4K +485 +1%
State Street
57
State Street
Massachusetts
$771K
Corient Private Wealth
58
Corient Private Wealth
Florida
$763K +$230K +9,800 +42%
HC
59
Henshaw Capital
Massachusetts
$748K +$468K +19,895 +161%
S
60
SimplyRich
California
$728K
US Bancorp
61
US Bancorp
Minnesota
$700K -$25K -1,065 -3%
AQR Capital Management
62
AQR Capital Management
Connecticut
$683K +$250K +10,630 +57%
UBS Group
63
UBS Group
Switzerland
$638K +$384K +16,320 +146%
KCM
64
Kathmere Capital Management
Pennsylvania
$606K +$52.3K +2,225 +9%
SAI
65
Systematic Alpha Investments
New Jersey
$576K
Creative Planning
66
Creative Planning
Kansas
$543K +$34.2K +1,455 +7%
SGA
67
Strategic Global Advisors
California
$535K +$202K +8,615 +60%
BTI
68
Blue Trust Inc
Georgia
$512K +$352K +14,980 +187%
Citigroup
69
Citigroup
New York
$505K -$18.1K -770 -3%
CG
70
Caprock Group
Idaho
$496K +$35.3K +1,500 +8%
SFA
71
Sequoia Financial Advisors
Ohio
$495K -$22.1K -940 -4%
MYIA
72
Mount Yale Investment Advisors
Colorado
$493K -$9.64K -410 -2%
P
73
&Partners
Tennessee
$485K +$277K +11,780 +129%
EI
74
Ethic Inc
New York
$482K +$202K +8,575 +64%
Citadel Advisors
75
Citadel Advisors
Florida
$481K -$419K -17,835 -46%