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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $230M invested in ORIX in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
35
Reduced
28
Closed
10
Calls
$20.7M
Puts
$64M
Net Calls
-$43.3M
Net Calls Change
+$41.1B

Top Buyers

1
RG
1
Renaissance Group
Kentucky
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.3M
3
MAA
3
Managed Account Advisors
New Jersey
$8.63M
4
MCM
4
McKinley Capital Management
Alaska
$1.62M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$4.25M
2
AssetMark Inc
2
AssetMark Inc
California
$1.02M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$1.93M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
DVM
76
Dreman Value Management
Florida
$34K 497 +497 New
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$28K 406 – –
OA
78
OFI Advisors
Pennsylvania
$22K 313 +42 +15%
CAW
79
Cornerstone Advisors (Washington)
Washington
$13K 193 – –
M
80
MOTCO
Texas
$11K 160 – –
GSC
81
Ground Swell Capital
South Carolina
$11K 157 +157 New
FMII
82
Farmers & Merchants Investments Inc
Nebraska
$10K 148 – –
Nordea Investment Management
83
Nordea Investment Management
Sweden
$10K 143 – –
PTC
84
Private Trust Company
Ohio
$10K 142 +27 +23%
CGT
85
Capital Guardian Trust
California
$9K 130 +130 New
Nomura Holdings
86
Nomura Holdings
Japan
$8K 114 -100 -47%
FHA
87
First Horizon Advisors
Tennessee
$7K 114 – –
LIA
88
LS Investment Advisors
Michigan
$7K 100 – –
First Manhattan
89
First Manhattan
New York
$6K 95 +95 New
AIG
90
American International Group
New York
$5.04K 73 +20 +38%
WTB
91
Washington Trust Bank
Washington
$5K 70 – –
DADC
92
D.A. Davidson & Co
Montana
$4K 65 – –
JFA
93
JNBA Financial Advisors
Minnesota
$4K 54 +54 New
RFA
94
Reilly Financial Advisors
California
$3K 42 – –
Invesco
95
Invesco
Georgia
$3K 44 +44 New
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$2K 29 – –
FCCM
97
First City Capital Management
Georgia
$1.17K 17 – –
FNBT
98
FineMark National Bank & Trust
Florida
$1K 15 – –
KT
99
Kanaly Trust
Texas
$1K 16 – –
HCMT
100
Highland Capital Management (Texas)
Texas
– – -59,000 Closed
1 2 3
4
5