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ORIX
IX

Overview Fund Activity

122 hedge funds and large institutions have $302M invested in ORIX in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
36
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$7.97M
2
CGT
2
Capital Guardian Trust
California
$3.79M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$3.75M
4
GC
4
Gratry & Company
Ohio
$3.54M
5
Bank of America
5
Bank of America
North Carolina
$28.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.9M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$7.6M
3
Jane Street
3
Jane Street
New York
$0
4
CAM
4
Capstone Asset Management
Texas
$1.83M
5
RCM
5
Riverhead Capital Management
Delaware
$193K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Advisor Group
Arizona
$280K 3,792 +619 +20%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$274K 3,700 -300 -8%
ECM
78
ETrade Capital Management
Virginia
$261K 3,519 +3,519 New
AllianceBernstein
79
AllianceBernstein
Tennessee
$248K 3,347 -249 -7%
SGA
80
Strategic Global Advisors
California
$243K 3,769 +41 +1%
DC
81
Deere & Company
Illinois
$242K 3,258 +3,258 New
CTC
82
Central Trust Company
Missouri
$228K 3,072 -26 -0.8%
CCA
83
Checchi Capital Advisers
California
$210K 2,834 +119 +4%
PVWM
84
Point View Wealth Management
New Jersey
$209K 2,820 +2,820 New
OMC
85
Old Mission Capital
Illinois
$208K 2,799 -26,871 -91%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$208K 2,803 +2,803 New
RCM
87
Riverhead Capital Management
Delaware
$193K 2,600 -55,865 -96%
CWA
88
Cypress Wealth Advisors
California
$176K 12,100 – –
AssetMark Inc
89
AssetMark Inc
California
$152K 2,055 -33,422 -94%
SEI Investments
90
SEI Investments
Pennsylvania
$127K 1,700 +651 +62%
JCM
91
Jacobi Capital Management
Pennsylvania
$106K 1,489 – –
S
92
SignatureFD
Georgia
$87K 1,171 +407 +53%
JFA
93
JNBA Financial Advisors
Minnesota
$87K 1,171 +1,171 New
BC
94
Bartlett & Co
Ohio
$74K 1,000 – –
Walleye Trading
95
Walleye Trading
New York
$67K 900 +900 New
QCG
96
Quadrant Capital Group
Ohio
$47K 751 -45 -6%
DVM
97
Dreman Value Management
Florida
$42K 564 – –
EFSCE
98
Enterprise Financial Services Corp (EFSC)
Missouri
$31K 420 -46 -10%
BL
99
Balentine LLC
Georgia
$29K 390 -48 -11%
IA
100
IFP Advisors
Florida
$27K 359 -128 -26%
2 3
4
5 6