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ORIX
IX

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$6.96M
4
State Street
4
State Street
Massachusetts
$1.78M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.8M
2
CGH
2
Crossmark Global Holdings
Texas
$1.62M
3
PPA
3
Parametric Portfolio Associates
Washington
$33.5M
4
AG
4
Aperio Group
California
$21.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWS
101
Glassman Wealth Services
Virginia
$3K 42 +31 +282%
VFA
102
Valeo Financial Advisors
Indiana
$3K 53 +40 +308%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$2K 27 -33 -55%
IA
104
IFP Advisors
Florida
$2K 39 – –
CFD
105
Creative Financial Designs
Indiana
$2K 27 +27 New
SCA
106
Stonebridge Capital Advisors
Minnesota
$1K 14 – –
TL
107
TrueWealth LLC
Georgia
$1K 18 – –
ABC
108
Associated Banc-Corp
Wisconsin
$1K 20 +9 +82%
GAM
109
Gemmer Asset Management
California
$1K 15 +15 New
LWM
110
Lenox Wealth Management
Ohio
$1K 23 +23 New
TI
111
tru Independence
Oregon
$9 145 -225 -61%
Jane Street
112
Jane Street
New York
– – -39,323 Closed
Millennium Management
113
Millennium Management
New York
– – -19,526 Closed
LPL Financial
114
LPL Financial
California
– – -11,121 Closed
DIM
115
DC Investments Management
Virginia
– – -4,152 Closed
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
– – -1,547 Closed
TRCT
117
Tower Research Capital (TRC)
New York
– – -489 Closed
ASN
118
Advisory Services Network
Georgia
– – -318 Closed
AF
119
Advisornet Financial
Minnesota
– – -261 Closed
AWA
120
Arkadios Wealth Advisors
Georgia
– – -261 Closed
WAP
121
Wealthcare Advisory Partners
Pennsylvania
– – -97 Closed
GRP
122
Global Retirement Partners
California
– – -61 Closed
AT
123
Arden Trust
Delaware
– – -46 Closed
JIR
124
James Investment Research
Ohio
– – -40 Closed
PWMG
125
Prestige Wealth Management Group
New Jersey
– – -11 Closed
2 3 4
5
6