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94 hedge funds and large institutions have $200M invested in ORIX in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 1.26%1.19% (-0.07%)

7% less funds holding

Funds holding: 10194 (-7)

13% less capital invested

Capital invested by funds: $230M → $200M (-$29.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
76
MOTCO
Texas
$10K
Nordea Investment Management
77
Nordea Investment Management
Sweden
$9K
SEI Investments
78
SEI Investments
Pennsylvania
$9K +$8.76K +670 New
FMII
79
Farmers & Merchants Investments Inc
Nebraska
$7K -$1.96K -150 -20%
FHA
80
First Horizon Advisors
Tennessee
$7K
P
81
Palladiem
Pennsylvania
$7K +$7.33K +560 New
RC
82
RegentAtlantic Capital
New Jersey
$6.82K +$7.13K +545 New
LIA
83
LS Investment Advisors
Michigan
$6K
First Manhattan
84
First Manhattan
New York
$5K
AIG
85
American International Group
New York
$4.57K
DADC
86
D.A. Davidson & Co
Montana
$3K -$327 -25 -8%
JFA
87
JNBA Financial Advisors
Minnesota
$3K
RFA
88
Reilly Financial Advisors
California
$3K
ECM
89
Exchange Capital Management
Michigan
$3K +$2.62K +200 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$2K
FNBT
91
FineMark National Bank & Trust
Florida
$1K
KT
92
Kanaly Trust
Texas
$1K
Goldman Sachs
93
Goldman Sachs
New York
-$3.72M -269,715 Closed
TWI
94
Thomas White International
Illinois
-$3.36M -243,310 Closed
Truist Financial
95
Truist Financial
North Carolina
-$421K -30,530 Closed
LPL Financial
96
LPL Financial
California
-$287K -21,305 Closed
CBU
97
CIBC Bank USA
Illinois
-$289K -20,950 Closed
HCM
98
Herndon Capital Management
Georgia
-$249K -18,075 Closed
FB
99
Fulton Bank
Pennsylvania
-$220K -15,925 Closed
RhumbLine Advisers
100
RhumbLine Advisers
Massachusetts
-$211K -15,300 Closed