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ORIX
IX

Overview Fund Activity

124 hedge funds and large institutions have $367M invested in ORIX in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
49
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
AG
2
Aperio Group
California
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.15M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.11M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$11M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$10M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.3M
3
DWA
3
Dorsey Wright & Associates
California
$0
4
ACM
4
Ativo Capital Management
Illinois
$0
5
SCM
5
Shelton Capital Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
76
Huntington National Bank
Ohio
$254K 3,256 +217 +7%
SW
77
SVB Wealth
Massachusetts
$253K 3,242 -410 -11%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$242K 3,100 -3,900 -56%
LPL Financial
79
LPL Financial
California
$241K 3,043 +3,043 New
Two Sigma Advisers
80
Two Sigma Advisers
New York
$234K 3,000 -1,100 -27%
CI
81
Conning Inc
Connecticut
$227K 2,916 +2,916 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$220K 2,822 – –
PTC
83
Private Trust Company
Ohio
$205K 2,640 +2,640 New
CCA
84
Checchi Capital Advisers
California
$203K 2,601 -111 -4%
RCM
85
Riverhead Capital Management
Delaware
$203K 2,600 – –
PVWM
86
Point View Wealth Management
New Jersey
$201K 2,577 -243 -9%
FCM
87
Flinton Capital Management
Pennsylvania
$201K 2,584 – –
SEI Investments
88
SEI Investments
Pennsylvania
$173K 2,213 +458 +26%
TAM
89
Tyers Asset Management
Texas
$166K 2,128 – –
JCM
90
Jacobi Capital Management
Pennsylvania
$156K 1,987 – –
QCG
91
Quadrant Capital Group
Ohio
$144K 2,054 +87 +4%
CTC
92
Central Trust Company
Missouri
$133K 1,712 -907 -35%
NA
93
Neuburgh Advisers
California
$130K 1,672 – –
AssetMark Inc
94
AssetMark Inc
California
$110K 1,410 +142 +11%
PCP
95
Proficio Capital Partners
Massachusetts
$105K 1,262 +44 +4%
MCIM
96
Meadow Creek Investment Management
Georgia
$95K 1,216 – –
IDBONY
97
Israel Discount Bank of New York
New York
$79K 1,015 – –
BC
98
Bartlett & Co
Ohio
$78K 1,000 – –
Creative Planning
99
Creative Planning
Kansas
$47K 609 +207 +51%
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$32K 406 -14 -3%
2 3
4
5 6