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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Aperio Group
California
$27.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.9M
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452K
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$68K
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$2.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
76
Advisor Group
Arizona
$135K 1,801 -636 -26%
LC
77
Lindbrook Capital
California
$88K 1,185 +284 +32%
PCG
78
Private Capital Group
Connecticut
$86K 1,092 +28 +3%
PA
79
Parallel Advisors
California
$69K 922 +505 +121%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$68K 902 -49,144 -98%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$58K 779 +346 +80%
CAW
82
Cornerstone Advisors (Washington)
Washington
$45K 598 +206 +53%
QT
83
Quantamental Technologies
New York
$37K 500 +300 +150%
ZB
84
Zions Bancorporation
Utah
$36K 478 -198 -29%
BL
85
Balentine LLC
Georgia
$32K 429 – –
EFSCE
86
Enterprise Financial Services Corp (EFSC)
Missouri
$32K 421 +11 +3%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$29K 380 -1,493 -80%
SPIA
88
Steward Partners Investment Advisory
New York
$27K 366 +366 New
Bessemer Group
89
Bessemer Group
New Jersey
$22K 300 – –
BCA
90
Berman Capital Advisors
Georgia
$15K 201 +90 +81%
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$13K 173 -119 -41%
LWA
92
Lenox Wealth Advisors
New York
$11K 145 – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$10K 135 – –
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$10K 129 – –
PB
95
Pinnacle Bancorp
Nebraska
$9K 116 – –
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$8K 102 -40 -28%
FPFS
97
First Personal Financial Services
North Carolina
$8K 103 – –
CTC
98
Central Trust Company
Missouri
$7K 93 -56 -38%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$7K 97 – –
PCP
100
Proficio Capital Partners
Massachusetts
$7K 89 +89 New
2 3
4
5 6