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ORIX
IX

Overview Fund Activity

96 hedge funds and large institutions have $259M invested in ORIX in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
33
Reduced
31
Closed
15
Calls
$24.7M
Puts
$41.2B
Net Calls
-$41.1B
Net Calls Change
-$5.67B

Top Buyers

1
EA
1
Euclid Advisors
Connecticut
$3.67M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$3.73M
3
AssetMark Inc
3
AssetMark Inc
California
$3.54M
4
AIM
4
abrdn Investment Management
United Kingdom
$1.71M
5
UBS AM
5
UBS AM
Illinois
$9.25M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$8.25M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$9.44M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$3.42M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$17.7M
5
TAM
5
Todd Asset Management
Kentucky
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
76
OFI Advisors
Pennsylvania
$23K 271 -46 -15%
Nomura Holdings
77
Nomura Holdings
Japan
$18K 214 +200 +1,429%
CAW
78
Cornerstone Advisors (Washington)
Washington
$16K 193 – –
Barclays
79
Barclays
United Kingdom
$13K 147 -93 -39%
M
80
MOTCO
Texas
$13K 160 – –
Nordea Investment Management
81
Nordea Investment Management
Sweden
$12K 143 – –
FMII
82
Farmers & Merchants Investments Inc
Nebraska
$12K 148 – –
PTC
83
Private Trust Company
Ohio
$10K 115 +59 +105%
FHA
84
First Horizon Advisors
Tennessee
$9K 114 – –
LIA
85
LS Investment Advisors
Michigan
$8K 100 – –
WTB
86
Washington Trust Bank
Washington
$6K 70 – –
DADC
87
D.A. Davidson & Co
Montana
$5K 65 – –
AIG
88
American International Group
New York
$4.4K 53 – –
BRWA
89
B. Riley Wealth Advisors
Florida
$3.89K 47 +47 New
RFA
90
Reilly Financial Advisors
California
$3K 42 – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$2K 29 +1 +4%
FCCM
92
First City Capital Management
Georgia
$1.41K 17 – –
FNBT
93
FineMark National Bank & Trust
Florida
$1K 15 – –
KT
94
Kanaly Trust
Texas
$1K 16 – –
Two Sigma Investments
95
Two Sigma Investments
New York
– – -14,023 Closed
PRC
96
Platte River Capital
Colorado
– – -8,000 Closed
BCAM
97
Boston Common Asset Management
Massachusetts
– – -6,040 Closed
CS
98
Credit Suisse
Switzerland
– – -5,448 Closed
DC
99
Deere & Company
Illinois
– – -4,068 Closed
Millennium Management
100
Millennium Management
New York
– – -3,222 Closed
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4
5