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ORIX
IX

Overview Fund Activity

147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCAM
1
Onex Canada Asset Management
Ontario, Canada
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
4
TAM
4
Todd Asset Management
Kentucky
$24M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.9M

Top Sellers

1
SGA
1
Strategic Global Advisors
California
$3.49M
2
State Street
2
State Street
Massachusetts
$7.23M
3
BlackRock
3
BlackRock
New York
$37.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$46M
5
Wells Fargo
5
Wells Fargo
California
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$300K 2,939 -28 -0.9%
HF
77
HRT Financial
New York
$298K 2,929 +2,929 New
AAM
78
Advisors Asset Management
Colorado
$295K 2,903 +166 +6%
BWP
79
Baldwin Wealth Partners
Massachusetts
$283K 2,780 -23 -0.8%
Cerity Partners
80
Cerity Partners
New York
$262K 2,560 +2,560 New
CCP
81
Corient Capital Partners
California
$260K 2,557 -49 -2%
JIC
82
Johnson Investment Counsel
Ohio
$249K 2,450 – –
SW
83
SVB Wealth
Massachusetts
$242K 2,385 -15,412 -87%
CWP
84
Concord Wealth Partners
Virginia
$238K 2,335 +1,885 +419%
CCA
85
Checchi Capital Advisers
California
$236K 2,322 +70 +3%
FCI
86
Financial Counselors Inc
Kansas
$235K 2,307 – –
CGL
87
Clarius Group LLC
Washington
$235K 2,311 +2,311 New
Franklin Resources
88
Franklin Resources
California
$234K 2,296 -191 -8%
DWT
89
Dorsey & Whitney Trust
South Dakota
$227K 2,228 +51 +2%
ONB
90
Old National Bancorp
Indiana
$214K 2,104 +2,104 New
BP
91
Ballentine Partners
Massachusetts
$210K 2,055 +2,055 New
Millennium Management
92
Millennium Management
New York
$204K 2,004 +2,004 New
CCA
93
Cottonwood Capital Advisors
Utah
$204K 2,007 +2,007 New
P
94
Palladiem
Pennsylvania
$201K 1,979 +1,979 New
Osaic Holdings
95
Osaic Holdings
Arizona
$199K 1,941 +476 +32%
ERSOT
96
Employees Retirement System of Texas
Texas
$196K 1,928 +628 +48%
HNB
97
Huntington National Bank
Ohio
$150K 1,469 +86 +6%
Bessemer Group
98
Bessemer Group
New Jersey
$112K 1,104 +268 +32%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$108K 1,057 +18 +2%
LC
100
Lindbrook Capital
California
$106K 1,041 -12 -1%
2 3
4
5 6