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ORIX
IX

Overview Fund Activity

125 hedge funds and large institutions have $377M invested in ORIX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
57
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$13M
3
CGH
3
Crossmark Global Holdings
Texas
$2.59M
4
PPA
4
Parametric Portfolio Associates
Washington
$30.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.75M

Top Sellers

1
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$229K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$934K
5
AB
5
AT Bancorp
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCIM
101
Meadow Creek Investment Management
Georgia
$98K 1,216 – –
IDBONY
102
Israel Discount Bank of New York
New York
$82K 1,015 – –
BC
103
Bartlett & Co
Ohio
$81K 1,000 – –
GT
104
Glenmede Trust
Pennsylvania
$53K 674 +353 +110%
BL
105
Balentine LLC
Georgia
$36K 444 +29 +7%
PA
106
Parallel Advisors
California
$34K 399 +62 +18%
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$33K 406 – –
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$21K 260 – –
CAW
109
Cornerstone Advisors (Washington)
Washington
$20K 241 – –
IA
110
IFP Advisors
Florida
$19K 238 – –
OAM
111
Oppenheimer Asset Management
New York
$14K 176 +99 +129%
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$13K 156 – –
SPIA
113
Steward Partners Investment Advisory
New York
$13K 162 +87 +116%
LIA
114
LS Investment Advisors
Michigan
$8K 100 – –
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K 99 +13 +15%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$7K 81 +23 +40%
SFSIG
117
San Francisco Sentry Investment Group
California
$7K 84 +84 New
DVM
118
Dreman Value Management
Florida
$6K 77 – –
WTB
119
Washington Trust Bank
Washington
$6K 70 – –
WA
120
Winfield Associates
Ohio
$6K 75 – –
BTIS
121
BB&T Investment Services
North Carolina
$5K 63 +30 +91%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$5K 64 +64 New
VFA
123
Valeo Financial Advisors
Indiana
$5K 64 +64 New
RFA
124
Reilly Financial Advisors
California
$3K 42 – –
CFD
125
Creative Financial Designs
Indiana
$2K 27 – –
2 3 4
5
6