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101 hedge funds and large institutions have $224M invested in ORIX in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

9% more funds holding

Funds holding: 93101 (+8)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.04% less ownership

Funds ownership: 1.27%1.23% (-0.04%)

28% less capital invested

Capital invested by funds: $311M → $224M (-$86.4M)

100% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $35.5B

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
30
Reduced
30
Closed
16
Calls
$21.3M
Puts
$35.5B
Net Calls
-$35.5B
Net Calls Change
-$35.5B
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
76
First Mercantile Trust
Tennessee
$36K +$1.68K +110 +4%
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$29K
OA
78
OFI Advisors
Pennsylvania
$22K +$5.05K +330 +26%
Barclays
79
Barclays
United Kingdom
$16K +$18.4K +1,200 New
CAW
80
Cornerstone Advisors (Washington)
Washington
$14K -$5.58K -365 -27%
M
81
MOTCO
Texas
$11K
FMII
82
Farmers & Merchants Investments Inc
Nebraska
$10K
Nordea Investment Management
83
Nordea Investment Management
Sweden
$10K
TRCT
84
Tower Research Capital (TRC)
New York
$7K -$7.65K -500 -50%
LIA
85
LS Investment Advisors
Michigan
$7K
FHA
86
First Horizon Advisors
Tennessee
$7K +$3.75K +245 +75%
LWCFA
87
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6.58K +430 New
WTB
88
Washington Trust Bank
Washington
$5K +$5.35K +350 New
ECM
89
ETrade Capital Management
Virginia
$4K -$158K -10,355 -97%
DADC
90
D.A. Davidson & Co
Montana
$4K +$382 +25 +8%
PTC
91
Private Trust Company
Ohio
$4K +$4.28K +280 New
AIG
92
American International Group
New York
$3.73K
RFA
93
Reilly Financial Advisors
California
$3K
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$2K
S
95
SignatureFD
Georgia
$2K +$2.14K +140 New
FCCM
96
First City Capital Management
Georgia
$1.2K +$1.3K +85 New
FNBT
97
FineMark National Bank & Trust
Florida
$1K
Nomura Holdings
98
Nomura Holdings
Japan
$1K +$1.07K +70 New
KT
99
Kanaly Trust
Texas
$1K +$1.22K +80 New
AIM
100
abrdn Investment Management
United Kingdom
-$10.8M -606,500 Closed