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174 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, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% 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
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
SignatureFD
Georgia
$472K -$3.41K -145 -0.7%
Ameriprise
77
Ameriprise
Minnesota
$457K +$53.6K +2,280 +13%
AWA
78
Aaron Wealth Advisors
Illinois
$456K +$31.6K +1,345 +7%
YCM
79
Yousif Capital Management
Michigan
$433K -$49K -2,085 -10%
FCI
80
Financial Counselors Inc
Kansas
$421K +$37.3K +1,585 +10%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$412K +$69K +2,935 +20%
CL
82
Choreo LLC
Illinois
$397K +$67.6K +2,875 +20%
MML Investors Services
83
MML Investors Services
Massachusetts
$383K +$41.7K +1,775 +12%
FAFN
84
First Affirmative Financial Network
Colorado
$371K +$81.4K +3,465 +28%
TC
85
TownSquare Capital
Utah
$350K +$354K +15,080 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$337K -$11.9K -505 -3%
LSAG
87
Lake Street Advisors Group
New Hampshire
$327K -$3.88K -165 -1%
GT
88
Glenmede Trust
Pennsylvania
$325K +$19.4K +825 +6%
AFG
89
Atomi Financial Group
New York
$322K +$62.9K +2,675 +24%
Franklin Resources
90
Franklin Resources
California
$318K +$10.8K +460 +3%
CCIA
91
Campbell & Co Investment Adviser
Maryland
$316K +$320K +13,630 New
HR
92
Hardy Reed
Mississippi
$312K
PAS
93
Park Avenue Securities
New York
$307K -$52.2K -2,220 -14%
QCG
94
Quadrant Capital Group
Ohio
$294K +$17K +725 +6%
RCM
95
RNC Capital Management
California
$292K
NWAG
96
Net Worth Advisory Group
Utah
$289K +$292K +12,440 New
CCA
97
Checchi Capital Advisers
California
$282K
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$269K +$22.2K +945 +9%
PP
99
PDS Planning
Ohio
$259K +$17.2K +730 +7%
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$256K -$51.6K -2,195 -17%