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ORIX
IX

Overview Fund Activity

135 hedge funds and large institutions have $344M invested in ORIX in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
34
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$24.6M
2
Northern Trust
2
Northern Trust
Illinois
$19.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.85M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.2M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$3.15M

Top Sellers

1
CGT
1
Capital Guardian Trust
California
$0
2
Invesco
2
Invesco
Georgia
$4.58M
3
Wells Fargo
3
Wells Fargo
California
$13.2M
4
Bank of America
4
Bank of America
North Carolina
$27.2M
5
WIS
5
Wright Investors Service
Connecticut
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
76
BTC Capital Management
Iowa
$297K 3,808 -385 -9%
Millennium Management
77
Millennium Management
New York
$296K 3,801 +3,801 New
ECM
78
ETrade Capital Management
Virginia
$290K 3,731 +212 +6%
AG
79
Advisor Group
Arizona
$273K 3,518 -274 -7%
EA
80
Euclid Advisors
Connecticut
$270K 3,468 -9,879 -74%
NFP
81
Narus Financial Partners
Utah
$265K 3,400 +3,400 New
Geode Capital Management
82
Geode Capital Management
Massachusetts
$253K 3,256 +3,256 New
HNB
83
Huntington National Bank
Ohio
$232K 2,983 -1,203 -29%
Brown Advisory
84
Brown Advisory
Maryland
$221K 2,848 +2,848 New
PVWM
85
Point View Wealth Management
New Jersey
$219K 2,820 – –
RJFSA
86
Raymond James Financial Services Advisors
Florida
$218K 2,796 -7 -0.2%
CCA
87
Checchi Capital Advisers
California
$213K 2,743 -91 -3%
CTC
88
Central Trust Company
Missouri
$212K 2,724 -348 -11%
AI
89
Atria Investments
North Carolina
$209K 2,684 +2,684 New
RCM
90
Riverhead Capital Management
Delaware
$202K 2,600 – –
EAM
91
Eagle Asset Management
Florida
$202K 2,603 +2,603 New
B
92
BancorpSouth
Mississippi
$201K 2,578 +2,578 New
FCM
93
Flinton Capital Management
Pennsylvania
$201K 2,584 +2,584 New
CWA
94
Cypress Wealth Advisors
California
$189K 12,100 – –
TAM
95
Tyers Asset Management
Texas
$166K 2,128 +2,128 New
JCM
96
Jacobi Capital Management
Pennsylvania
$159K 1,987 +498 +33%
NA
97
Neuburgh Advisers
California
$130K 1,672 +1,672 New
SEI Investments
98
SEI Investments
Pennsylvania
$125K 1,613 -87 -5%
MCIM
99
Meadow Creek Investment Management
Georgia
$95K 1,216 +1,216 New
AssetMark Inc
100
AssetMark Inc
California
$86K 1,101 -954 -46%
2 3
4
5 6