IX icon

ORIX
IX

Overview Fund Activity

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.1M
2
TAM
2
Todd Asset Management
Kentucky
$26.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$104M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M
5
Millennium Management
5
Millennium Management
New York
$1.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.65M
2
State Street
2
State Street
Massachusetts
$613K
3
BlackRock
3
BlackRock
New York
$22.3M
4
CFM
4
Capricorn Fund Managers
United Kingdom
$0
5
US Bancorp
5
US Bancorp
Minnesota
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
101
Blue Trust Inc
Georgia
$16K 202 -394 -66%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$13.5K 148 – –
FMP
103
Financial Management Professionals
Texas
$12K 131 -308 -70%
BBHC
104
Brown Brothers Harriman & Co
New York
$9.12K 100 +100 New
RFG
105
RFP Financial Group
Georgia
$8.03K 88 – –
Bessemer Group
106
Bessemer Group
New Jersey
$8K 90 +90 New
PB
107
Pinnacle Bancorp
Nebraska
$7.75K 85 – –
SPIA
108
Steward Partners Investment Advisory
New York
$6.75K 74 – –
CCA
109
Column Capital Advisors
Indiana
$5.75K 63 – –
BF
110
BOK Financial
Oklahoma
$3.65K 40 -156 -80%
GRP
111
Global Retirement Partners
California
$3.65K 40 – –
FHA
112
First Horizon Advisors
Tennessee
$3.01K 33 – –
BIA
113
Bell Investment Advisors
California
$2.65K 29 – –
CFD
114
Creative Financial Designs
Indiana
$2.46K 27 – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.1K 23 – –
BC
116
Bartlett & Co
Ohio
$2K 23 – –
GKIM
117
GW&K Investment Management
Massachusetts
$2K 23 +23 New
M
118
MOTCO
Texas
$1.64K 18 +18 New
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$1.37K 15 +15 New
CFO
120
CVA Family Office
Colorado
$1.1K 12 +12 New
TPCW
121
TD Private Client Wealth
New York
$1K 11 – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$912 10 -11 -52%
AWM
123
Abound Wealth Management
Tennessee
$821 9 +9 New
IA
124
IFP Advisors
Florida
$730 8 +3 +60%
BWM
125
Baystate Wealth Management
Massachusetts
$692 7 – –
2 3 4
5
6