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ORIX
IX

Overview Fund Activity

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.86M
5
BFM
5
Boothbay Fund Management
New York
$1.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$12.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$21M
4
Comerica Bank
4
Comerica Bank
Texas
$503K
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
76
Johnson Investment Counsel
Ohio
$232K 2,450 – –
CS
77
Credit Suisse
Switzerland
$224K 2,369 +2,369 New
FCI
78
Financial Counselors Inc
Kansas
$218K 2,307 +2,307 New
CCA
79
Checchi Capital Advisers
California
$213K 2,252 +2,252 New
DWT
80
Dorsey & Whitney Trust
South Dakota
$205K 2,177 +2,177 New
Osaic Holdings
81
Osaic Holdings
Arizona
$139K 1,465 -288 -16%
HNB
82
Huntington National Bank
Ohio
$131K 1,383 -248 -15%
ERSOT
83
Employees Retirement System of Texas
Texas
$123K 1,300 +1,300 New
LC
84
Lindbrook Capital
California
$100K 1,053 +51 +5%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$97K 1,039 +66 +7%
HWMA
86
Heritage Wealth Management (Arizona)
Arizona
$91K 967 -84 -8%
Bessemer Group
87
Bessemer Group
New Jersey
$79K 836 +492 +143%
GLLW
88
Graves Light Lenhart Wealth
Virginia
$45K 477 -55 -10%
CWP
89
Concord Wealth Partners
Virginia
$43K 450 -1,550 -78%
ZB
90
Zions Bancorporation
Utah
$39K 410 +25 +6%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$39K 410 +410 New
AWA
92
Arkadios Wealth Advisors
Georgia
$38K 402 – –
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$37K 395 -143 -27%
EVM
94
Eaton Vance Management
Massachusetts
$37K 4,150 -26 -0.6%
PCG
95
Private Capital Group
Connecticut
$32K 343 +12 +4%
SPIA
96
Steward Partners Investment Advisory
New York
$25K 260 – –
AF
97
Advisornet Financial
Minnesota
$24K 255 – –
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$21K 222 +30 +16%
GWS
99
Glassman Wealth Services
Virginia
$20K 207 +21 +11%
EW
100
Evoke Wealth
California
$19K 204 +136 +200%
2 3
4
5 6