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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Jane Street
2
Jane Street
New York
$3.74M
3
SI
3
Scout Investments
Missouri
$3.6M
4
WI
4
WHV Investments
California
$3.33M
5
TAM
5
Todd Asset Management
Kentucky
$20.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
UBS AM
2
UBS AM
Illinois
$881K
3
PAG
3
Private Advisor Group
New Jersey
$330K
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M
5
HJGA
5
Hardman Johnston Global Advisors
Connecticut
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KT
101
Kanaly Trust
Texas
$8K 109 +4 +4%
LIA
102
LS Investment Advisors
Michigan
$7K 100 – –
FHA
103
First Horizon Advisors
Tennessee
$7K 100 – –
BlackRock
104
BlackRock
New York
$7K 100 +100 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$6K 84 +20 +31%
WC
106
Whitnell & Co
Illinois
$5K 77 +28 +57%
WA
107
Winfield Associates
Ohio
$5K 70 +70 New
FIB
108
First Interstate Bank
Montana
$4K 55 – –
DADC
109
D.A. Davidson & Co
Montana
$4K 80 +48 +150%
UFA
110
US Financial Advisors
Massachusetts
$3K 47 – –
RFA
111
Reilly Financial Advisors
California
$3K 42 – –
Creative Planning
112
Creative Planning
Kansas
$2K 32 – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -16,100 Closed
VKH
114
Virtu KCG Holdings
New York
– – -5,220 Closed
RJT
115
Raymond James Trust
Florida
– – -3,808 Closed
Millennium Management
116
Millennium Management
New York
– – -3,325 Closed
IA
117
IFP Advisors
Florida
– – -330 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– – -182 Closed
MFBTD
119
MB Financial Bank - Trust Department
Illinois
– – -52 Closed
AIA
120
Allegis Investment Advisors
Idaho
– – -45 Closed
PMFA
121
Plante Moran Financial Advisors
Michigan
– – -30 Closed
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