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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M
3
TAM
3
Todd Asset Management
Kentucky
$33.8M
4
BCM
4
BTC Capital Management
Iowa
$1.64M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.47M
4
BlackRock
4
BlackRock
New York
$22.7M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
MAI Capital Management
Ohio
$396K 3,592 +402 +13%
GSC
77
Grey Street Capital
Illinois
$392K 3,503 +3,503 New
Ameriprise
78
Ameriprise
Minnesota
$384K 3,484 -377 -10%
AWA
79
Aaron Wealth Advisors
Illinois
$383K 3,480 +1,005 +41%
UBS Group
80
UBS Group
Switzerland
$347K 3,149 +192 +6%
FCI
81
Financial Counselors Inc
Kansas
$336K 3,051 – –
LSAG
82
Lake Street Advisors Group
New Hampshire
$331K 3,005 +54 +2%
JIC
83
Johnson Investment Counsel
Ohio
$326K 2,959 – –
MML Investors Services
84
MML Investors Services
Massachusetts
$319K 2,892 +289 +11%
PAS
85
Park Avenue Securities
New York
$312K 2,835 +77 +3%
Franklin Resources
86
Franklin Resources
California
$307K 2,785 -14 -0.5%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$292K 2,654 +2,654 New
RCM
88
RNC Capital Management
California
$291K 2,640 -20 -0.8%
CCIA
89
Campbell & Co Investment Adviser
Maryland
$289K 2,618 -1,049 -29%
CCA
90
Checchi Capital Advisers
California
$268K 2,428 -23 -0.9%
QCG
91
Quadrant Capital Group
Ohio
$264K 2,396 -41 -2%
FAFN
92
First Affirmative Financial Network
Colorado
$251K 2,278 +94 +4%
PCG
93
Prosperity Consulting Group
Maryland
$250K 2,271 +2,271 New
PP
94
PDS Planning
Ohio
$235K 2,131 +2,131 New
AQR Capital Management
95
AQR Capital Management
Connecticut
$231K 2,098 +2,098 New
P
96
Pitcairn
Pennsylvania
$228K 2,069 +2,069 New
PWPS
97
Pinnacle Wealth Planning Services
Ohio
$227K 2,059 +2,059 New
UCFA
98
United Capital Financial Advisors
Texas
$220K 1,998 +1,998 New
DWT
99
Dorsey & Whitney Trust
South Dakota
$219K 1,989 +1,989 New
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$217K 1,971 +520 +36%
2 3
4
5 6