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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$20.6M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$21.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$31.7M
2
US Bancorp
2
US Bancorp
Minnesota
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.21M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EW
101
Evoke Wealth
California
$4K 70 -11 -14%
CCA
102
Column Capital Advisors
Indiana
$4K 67 +13 +24%
GAM
103
Gemmer Asset Management
California
$4K 68 +53 +353%
BAM
104
Bellevue Asset Management
Washington
$3K 51 – –
TPCW
105
TD Private Client Wealth
New York
$2.19K 35 -1,523 -98%
IA
106
IFP Advisors
Florida
$2K 33 -6 -15%
CFD
107
Creative Financial Designs
Indiana
$2K 27 – –
ABC
108
Associated Banc-Corp
Wisconsin
$1K 16 -4 -20%
BCM
109
Bourgeon Capital Management
Connecticut
$1K 16 +16 New
CFB
110
Cullen/Frost Bankers
Texas
$1K 20 +20 New
OMC
111
Old Mission Capital
Illinois
– – -10,428 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– – -7,670 Closed
CSS
113
Cubist Systematic Strategies
Connecticut
– – -5,139 Closed
Two Sigma Advisers
114
Two Sigma Advisers
New York
– – -5,000 Closed
SEI Investments
115
SEI Investments
Pennsylvania
– – -3,611 Closed
CAN
116
Cetera Advisor Networks
California
– – -1,313 Closed
PWP
117
Principle Wealth Partners
Connecticut
– – -495 Closed
BL
118
Balentine LLC
Georgia
– – -318 Closed
TI
119
tru Independence
Oregon
– – -145 Closed
RWB
120
RMR Wealth Builders
New Jersey
– – -119 Closed
PB
121
Pinnacle Bancorp
Nebraska
– – -116 Closed
KPW
122
Kore Private Wealth
New York
– – -102 Closed
LWM
123
Liberty Wealth Management
California
– – -67 Closed
RFA
124
Reilly Financial Advisors
California
– – -42 Closed
SCA
125
Stonebridge Capital Advisors
Minnesota
– – -14 Closed
2 3 4
5
6