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ORIX
IX

Overview Fund Activity

173 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
71
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.05M
3
CGH
3
Crossmark Global Holdings
Texas
$3.33M
4
VF
4
Virtu Financial
New York
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
Bank of America
2
Bank of America
North Carolina
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$20.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCAM
5
Boston Common Asset Management
Massachusetts
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$457K 3,938 +456 +13%
AWA
77
Aaron Wealth Advisors
Illinois
$456K 3,929 +269 +7%
YCM
78
Yousif Capital Management
Michigan
$433K 3,730 -417 -10%
FCI
79
Financial Counselors Inc
Kansas
$421K 3,626 +317 +10%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$412K 3,554 +587 +20%
CL
81
Choreo LLC
Illinois
$397K 3,406 +575 +20%
MML Investors Services
82
MML Investors Services
Massachusetts
$383K 3,298 +355 +12%
FAFN
83
First Affirmative Financial Network
Colorado
$371K 3,195 +693 +28%
TC
84
TownSquare Capital
Utah
$350K 3,016 +3,016 New
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$337K 2,900 -101 -3%
LSAG
86
Lake Street Advisors Group
New Hampshire
$327K 2,821 -33 -1%
GT
87
Glenmede Trust
Pennsylvania
$325K 2,804 +165 +6%
AFG
88
Atomi Financial Group
New York
$322K 2,776 +535 +24%
Franklin Resources
89
Franklin Resources
California
$318K 2,841 +92 +3%
CCIA
90
Campbell & Co Investment Adviser
Maryland
$316K 2,726 +2,726 New
HR
91
Hardy Reed
Mississippi
$312K 2,685 – –
PAS
92
Park Avenue Securities
New York
$307K 2,649 -444 -14%
QCG
93
Quadrant Capital Group
Ohio
$294K 2,536 +145 +6%
RCM
94
RNC Capital Management
California
$292K 2,625 – –
NWAG
95
Net Worth Advisory Group
Utah
$289K 2,488 +2,488 New
CCA
96
Checchi Capital Advisers
California
$282K 2,428 – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$269K 2,315 +189 +9%
PP
98
PDS Planning
Ohio
$259K 2,229 +146 +7%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$256K 2,205 -439 -17%
P
100
Pitcairn
Pennsylvania
$253K 2,181 -152 -7%
2 3
4
5 6