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ORIX
IX

Overview Fund Activity

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.86M
5
BFM
5
Boothbay Fund Management
New York
$1.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$12.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$21M
4
Comerica Bank
4
Comerica Bank
Texas
$503K
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
101
Farmers & Merchants Investments Inc
Nebraska
$18K 194 +108 +126%
BCA
102
Berman Capital Advisors
Georgia
$16K 177 +11 +7%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$16K 185 +104 +128%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$14K 150 – –
LWA
105
Lenox Wealth Advisors
New York
$14K 145 – –
DOA
106
D'Orazio & Associates
Virginia
$13K 140 +140 New
PB
107
Pinnacle Bancorp
Nebraska
$12K 130 +63 +94%
MA
108
MUFG Americas
New York
$12K 128 +128 New
BIA
109
Bell Investment Advisors
California
$10K 108 +108 New
SSC
110
Syverson Strege & Co
Iowa
$10K 110 +110 New
HI
111
Harbour Investments
Wisconsin
$8K 88 +33 +60%
CCA
112
Column Capital Advisors
Indiana
$6K 67 – –
EBA
113
Eagle Bay Advisors
New York
$6K 72 +72 New
TPCW
114
TD Private Client Wealth
New York
$5.77K 61 -233 -79%
FPS
115
Fieldpoint Private Securities
Connecticut
$5K 50 – –
MCM
116
Manchester Capital Management
Vermont
$5K 53 – –
GRP
117
Global Retirement Partners
California
$5K 56 +56 New
GAM
118
Gemmer Asset Management
California
$4K 43 – –
Barclays
119
Barclays
United Kingdom
$4K 40 – –
CFD
120
Creative Financial Designs
Indiana
$3K 27 – –
FMP
121
Financial Management Professionals
Texas
$3K 30 – –
FHA
122
First Horizon Advisors
Tennessee
$2K 22 -1 -4%
VCM
123
Vigilant Capital Management
Maine
$2K 16 +16 New
APA
124
American Portfolios Advisors
New York
$1.42K 15 +15 New
BWM
125
Baystate Wealth Management
Massachusetts
$1K 7 – –
2 3 4
5
6