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ORIX
IX

Overview Fund Activity

188 hedge funds and large institutions have $511M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81M
2
Northern Trust
2
Northern Trust
Illinois
$22.7M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.38M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.85M

Top Sellers

1
FTDI
1
First Trust Direct Indexing
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
VA
3
Vident Advisory
Georgia
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AssetMark Inc
5
AssetMark Inc
California
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$929K 8,732 +131 +2%
AQR Capital Management
52
AQR Capital Management
Connecticut
$887K 8,353 +2,465 +42%
CFO
53
Callan Family Office
Pennsylvania
$880K 8,287 +8,287 New
CCIA
54
Campbell & Co Investment Adviser
Maryland
$880K 8,280 +5,554 +204%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$875K 8,235 -860 -9%
AA
56
ABC Arbitrage
France
$865K 8,139 +8,139 New
DCM
57
DGS Capital Management
New Jersey
$839K 7,894 -142 -2%
US Bancorp
58
US Bancorp
Minnesota
$826K 7,776 +1,742 +29%
AAM
59
Advisors Asset Management
Colorado
$815K 7,672 +198 +3%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$811K 7,637 -2,525 -25%
P
61
&Partners
Tennessee
$759K 7,058 +2,881 +69%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$734K 6,908 +211 +3%
Citadel Advisors
63
Citadel Advisors
Florida
$702K 6,612 +2,463 +59%
Millennium Management
64
Millennium Management
New York
$694K 6,535 +6,535 New
State Street
65
State Street
Massachusetts
$683K 6,427 -220 -3%
S
66
SimplyRich
California
$659K 6,210 -69 -1%
AssetMark Inc
67
AssetMark Inc
California
$628K 5,914 -12,832 -68%
VT
68
Vise Technologies
New York
$602K 5,668 +5,668 New
KCM
69
Kathmere Capital Management
Pennsylvania
$531K 5,000 -225 -4%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$531K 5,000 +5,000 New
SAI
71
Systematic Alpha Investments
New Jersey
$527K 4,962 – –
Creative Planning
72
Creative Planning
Kansas
$523K 4,922 +246 +5%
SGA
73
Strategic Global Advisors
California
$491K 4,622 +11 +0.2%
Citigroup
74
Citigroup
New York
$488K 4,594 +246 +6%
SFA
75
Sequoia Financial Advisors
Ohio
$482K 4,536 +273 +6%
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3
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