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ORIX
IX

Overview Fund Activity

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.8M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$15.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.1M
4
AG
4
Aperio Group
California
$31.9M
5
HJIM
5
Henry James International Management
New York
$4.59M

Top Sellers

1
EGA
1
Eagle Global Advisors
Texas
$5.59M
2
MWNA
2
Marshall Wace North America
New York
$318K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.23M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
101
Lenox Wealth Management
Ohio
$2K 35 +2 +6%
LWM
102
Liberty Wealth Management
California
$2K 28 +28 New
GRP
103
Global Retirement Partners
California
$2K 33 +33 New
SCA
104
Stonebridge Capital Advisors
Minnesota
$1K 14 – –
TL
105
TrueWealth LLC
Georgia
$1K 18 – –
NIC
106
Northwest Investment Counselors
Oregon
$1K 19 +19 New
GT
107
Glenmede Trust
Pennsylvania
$96 1,283 -90 -7%
Marshall Wace
108
Marshall Wace
United Kingdom
– – -36,308 Closed
DPIM
109
Duff & Phelps Investment Management
Illinois
– – -28,014 Closed
SB
110
Suntrust Banks
Georgia
– – -16,552 Closed
CIM
111
Confluence Investment Management
Missouri
– – -7,011 Closed
BA
112
Boston Advisors
Massachusetts
– – -6,485 Closed
Citadel Advisors
113
Citadel Advisors
Florida
– – -4,355 Closed
FB
114
Fulton Bank
Pennsylvania
– – -3,845 Closed
UCFA
115
United Capital Financial Advisors
Texas
– – -3,842 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– – -3,210 Closed
BP
117
Ballentine Partners
Massachusetts
– – -3,154 Closed
Ameriprise
118
Ameriprise
Minnesota
– – -3,092 Closed
QSS
119
Quantitative Systematic Strategies
Florida
– – -3,000 Closed
JIC
120
Johnson Investment Counsel
Ohio
– – -2,971 Closed
DIM
121
DC Investments Management
Virginia
– – -2,896 Closed
FFG
122
Fortem Financial Group
California
– – -2,682 Closed
FPFS
123
First Personal Financial Services
North Carolina
– – -103 Closed
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
– – -102 Closed
PCP
125
Proficio Capital Partners
Massachusetts
– – -89 Closed
2 3 4
5
6