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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
PPA
3
Parametric Portfolio Associates
Washington
$54.3M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$4.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$852K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.8M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$9.23M
3
Northern Trust
3
Northern Trust
Illinois
$17.3M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
TAM
5
Todd Asset Management
Kentucky
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$6K 67 – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$6K 71 – –
CCA
103
Column Capital Advisors
Indiana
$6K 67 – –
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$6K 81 +12 +17%
FPS
105
Fieldpoint Private Securities
Connecticut
$5K 50 – –
HI
106
Harbour Investments
Wisconsin
$5K 55 +55 New
GAM
107
Gemmer Asset Management
California
$4K 43 – –
MCM
108
Manchester Capital Management
Vermont
$4K 53 +53 New
FMP
109
Financial Management Professionals
Texas
$3K 30 – –
Barclays
110
Barclays
United Kingdom
$3K 40 – –
M
111
MOTCO
Texas
$2K 24 – –
CFD
112
Creative Financial Designs
Indiana
$2K 27 – –
LWM
113
Liberty Wealth Management
California
$2K 19 +4 +27%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$1.02K 12 – –
BWM
115
Baystate Wealth Management
Massachusetts
$1K 7 – –
FHA
116
First Horizon Advisors
Tennessee
$1K 23 – –
BC
117
Bartlett & Co
Ohio
$1K 12 – –
IFAM
118
Institutional & Family Asset Management
Colorado
$1K 7 – –
AA
119
Addison Advisors
Vermont
$1K 11 +11 New
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
– – -36,500 Closed
ONB
121
Old National Bancorp
Indiana
– – -3,234 Closed
Creative Planning
122
Creative Planning
Kansas
– – -3,073 Closed
MWNA
123
Marshall Wace North America
New York
– – -2,893 Closed
FCI
124
Financial Counselors Inc
Kansas
– – -2,874 Closed
SFO
125
Standard Family Office
South Dakota
– – -402 Closed
2 3 4
5
6