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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.85M
3
PAM
3
Paradigm Asset Management
New York
$1.22M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$746K
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M
3
BlackRock
3
BlackRock
New York
$21.3M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$6.73M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
101
Belpointe Asset Management
Nevada
$6.81K 83 +61 +277%
SPIA
102
Steward Partners Investment Advisory
New York
$6.07K 74 – –
CCA
103
Column Capital Advisors
Indiana
$5.17K 63 – –
GRP
104
Global Retirement Partners
California
$3.34K 40 -23 -37%
FHA
105
First Horizon Advisors
Tennessee
$2.71K 33 – –
BIA
106
Bell Investment Advisors
California
$2.38K 29 -5 -15%
CFD
107
Creative Financial Designs
Indiana
$2.22K 27 – –
ASN
108
Advisory Services Network
Georgia
$2.22K 27 +4 +17%
ADL
109
Asset Dedication LLC
California
$2K 20 – –
BC
110
Bartlett & Co
Ohio
$2K 23 – –
BCWM
111
Bartlett & Co Wealth Management
Ohio
$1.92K 23 – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.72K 21 +17 +425%
BAAM
113
Baker Avenue Asset Management
California
$1.63K 20 +20 New
TPCW
114
TD Private Client Wealth
New York
$903 11 – –
AA
115
Addison Advisors
Vermont
$903 11 – –
AAS
116
Ameritas Advisory Services
Nebraska
$856 10 +10 New
BWM
117
Baystate Wealth Management
Massachusetts
$614 7 – –
IFAM
118
Institutional & Family Asset Management
Colorado
$613 7 – –
IA
119
IFP Advisors
Florida
$418 5 -313 -98%
FFA
120
Farther Finance Advisors
California
$328 4 – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$328 4 +4 New
Jane Street
122
Jane Street
New York
– – -61,928 Closed
XC
123
XY Capital
Hong Kong
– – -13,252 Closed
EAM
124
Eagle Asset Management
Florida
– – -5,868 Closed
Millennium Management
125
Millennium Management
New York
– – -5,152 Closed
2 3 4
5
6