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ORIX
IX

Overview Fund Activity

98 hedge funds and large institutions have $311M invested in ORIX in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Todd Asset Management
Kentucky
$17.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$56.2M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.8M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$5.99M
5
AG
5
Aperio Group
California
$11.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$5.87M
2
William Blair & Company
2
William Blair & Company
Illinois
$594K
3
EA
3
Euclid Advisors
Connecticut
$5.32M
4
Bank of America
4
Bank of America
North Carolina
$23.3M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
76
Glenmede Trust
Pennsylvania
$23K 345 – –
IA
77
IFP Advisors
Florida
$23K 330 +330 New
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$18K 260 – –
CAW
79
Cornerstone Advisors (Washington)
Washington
$15K 214 – –
PCP
80
Proficio Capital Partners
Massachusetts
$15K 212 +212 New
Walleye Trading
81
Walleye Trading
New York
$14K 200 -2,400 -92%
TRCT
82
Tower Research Capital (TRC)
New York
$13K 182 +182 New
AIG
83
American International Group
New York
$11K 166 +93 +127%
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$10K 140 +23 +20%
KT
85
Kanaly Trust
Texas
$7K 105 – –
LIA
86
LS Investment Advisors
Michigan
$7K 100 – –
FHA
87
First Horizon Advisors
Tennessee
$7K 100 – –
FIB
88
First Interstate Bank
Montana
$4K 55 – –
MFBTD
89
MB Financial Bank - Trust Department
Illinois
$4K 52 – –
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$4K 64 +25 +64%
WC
91
Whitnell & Co
Illinois
$3K 49 – –
UFA
92
US Financial Advisors
Massachusetts
$3K 47 – –
RFA
93
Reilly Financial Advisors
California
$3K 42 – –
AIA
94
Allegis Investment Advisors
Idaho
$3K 45 +45 New
Creative Planning
95
Creative Planning
Kansas
$2K 32 – –
DADC
96
D.A. Davidson & Co
Montana
$2K 32 +10 +45%
PMFA
97
Plante Moran Financial Advisors
Michigan
$2K 30 +30 New
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13K 16,100 +16,100 New
CS
99
Credit Suisse
Switzerland
– – -10,700 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
– – -4,865 Closed
1 2 3
4
5