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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Jane Street
2
Jane Street
New York
$3.74M
3
SI
3
Scout Investments
Missouri
$3.6M
4
WI
4
WHV Investments
California
$3.33M
5
TAM
5
Todd Asset Management
Kentucky
$20.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
UBS AM
2
UBS AM
Illinois
$881K
3
PAG
3
Private Advisor Group
New Jersey
$330K
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M
5
HJGA
5
Hardman Johnston Global Advisors
Connecticut
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
76
State Street
Massachusetts
$210K 2,944 – –
CTC
77
Central Trust Company
Missouri
$209K 2,934 +798 +37%
PVWM
78
Point View Wealth Management
New Jersey
$201K 2,820 +2,820 New
CCA
79
Checchi Capital Advisers
California
$195K 2,727 +2,727 New
HNB
80
Huntington National Bank
Ohio
$177K 2,522 -362 -13%
CWA
81
Cypress Wealth Advisors
California
$173K 12,100 – –
BC
82
Bartlett & Co
Ohio
$71K 1,000 – –
SEI Investments
83
SEI Investments
Pennsylvania
$49K 692 +334 +93%
DVM
84
Dreman Value Management
Florida
$49K 690 +690 New
S
85
SignatureFD
Georgia
$46K 641 +134 +26%
QCG
86
Quadrant Capital Group
Ohio
$33K 519 -184 -26%
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$33K 466 +46 +11%
BL
88
Balentine LLC
Georgia
$31K 438 +438 New
GT
89
Glenmede Trust
Pennsylvania
$28K 402 +57 +17%
ZB
90
Zions Bancorporation
Utah
$26K 375 -27 -7%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$19K 260 – –
MFS
92
MSI Financial Services
Massachusetts
$16K 226 -121 -35%
CAW
93
Cornerstone Advisors (Washington)
Washington
$15K 214 – –
PCP
94
Proficio Capital Partners
Massachusetts
$14K 203 -9 -4%
Walleye Trading
95
Walleye Trading
New York
$14K 200 – –
RFS
96
Rockefeller Financial Services
New York
$13K 176 +176 New
TDC
97
Thompson Davis & Co
Virginia
$13K 177 +177 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$12K 173 +173 New
AIG
99
American International Group
New York
$11K 173 +7 +4%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$10K 146 +6 +4%
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