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ORIX
IX

Overview Fund Activity

173 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, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% 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
71
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.05M
3
CGH
3
Crossmark Global Holdings
Texas
$3.33M
4
VF
4
Virtu Financial
New York
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
Bank of America
2
Bank of America
North Carolina
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$20.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCAM
5
Boston Common Asset Management
Massachusetts
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$950K 8,183 +134 +2%
DCM
52
DGS Capital Management
New Jersey
$933K 8,036 +1,441 +22%
AAM
53
Advisors Asset Management
Colorado
$867K 7,474 +1,151 +18%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$853K 7,353 +4,893 +199%
HighTower Advisors
55
HighTower Advisors
Illinois
$817K 6,948 -70 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$777K 6,697 +97 +1%
State Street
57
State Street
Massachusetts
$771K 6,647 – –
Corient Private Wealth
58
Corient Private Wealth
Florida
$763K 6,575 +1,960 +42%
S
59
SimplyRich
California
$728K 6,279 – –
US Bancorp
60
US Bancorp
Minnesota
$700K 6,034 -213 -3%
AQR Capital Management
61
AQR Capital Management
Connecticut
$683K 5,888 +2,126 +57%
UBS Group
62
UBS Group
Switzerland
$638K 5,499 +3,264 +146%
KCM
63
Kathmere Capital Management
Pennsylvania
$606K 5,225 +445 +9%
SAI
64
Systematic Alpha Investments
New Jersey
$576K 4,962 – –
Creative Planning
65
Creative Planning
Kansas
$543K 4,676 +291 +7%
SGA
66
Strategic Global Advisors
California
$535K 4,611 +1,723 +60%
BTI
67
Blue Trust Inc
Georgia
$512K 4,599 +2,996 +187%
Citigroup
68
Citigroup
New York
$505K 4,348 -154 -3%
CG
69
Caprock Group
Idaho
$496K 4,271 +300 +8%
SFA
70
Sequoia Financial Advisors
Ohio
$495K 4,263 -188 -4%
MYIA
71
Mount Yale Investment Advisors
Colorado
$493K 4,246 -82 -2%
P
72
&Partners
Tennessee
$485K 4,177 +2,356 +129%
EI
73
Ethic Inc
New York
$482K 4,375 +1,715 +64%
Citadel Advisors
74
Citadel Advisors
Florida
$481K 4,149 -3,567 -46%
S
75
SignatureFD
Georgia
$472K 4,070 -29 -0.7%
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3
4 5