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ORIX
IX

Overview Fund Activity

134 hedge funds and large institutions have $396M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.1M
2
QCM
2
QRG Capital Management
Illinois
$4.61M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M
3
BlackRock
3
BlackRock
New York
$21M
4
Millennium Management
4
Millennium Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
101
Blue Trust Inc
Georgia
$27K 295 +93 +46%
EWA
102
EverSource Wealth Advisors
Alabama
$23.6K 251 +23 +10%
BWAM
103
Boyd Watterson Asset Management
Ohio
$22.5K 240 – –
UB
104
UMB Bank
Missouri
$22K 234 – –
TRCT
105
Tower Research Capital (TRC)
New York
$19.8K 211 +211 New
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$13.9K 148 – –
FMP
107
Financial Management Professionals
Texas
$12K 131 – –
ACA
108
Atlas Capital Advisors
Wyoming
$10.6K 113 +113 New
BBHC
109
Brown Brothers Harriman & Co
New York
$9.39K 100 – –
RFG
110
RFP Financial Group
Georgia
$8.26K 88 – –
PB
111
Pinnacle Bancorp
Nebraska
$7.98K 85 – –
BF
112
BOK Financial
Oklahoma
$7.88K 86 +46 +115%
SPIA
113
Steward Partners Investment Advisory
New York
$6.95K 74 – –
CCA
114
Column Capital Advisors
Indiana
$5.91K 63 – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$5.26K 56 +46 +460%
GRP
116
Global Retirement Partners
California
$3.93K 45 +5 +13%
BIA
117
Bell Investment Advisors
California
$3.29K 35 +6 +21%
FFA
118
Farther Finance Advisors
California
$3K 32 +28 +700%
CFD
119
Creative Financial Designs
Indiana
$2.54K 27 – –
BCWM
120
Bartlett & Co Wealth Management
Ohio
$2.19K 23 – –
AF
121
Allworth Financial
California
$2.07K 22 +22 New
BC
122
Bartlett & Co
Ohio
$2K 23 – –
GKIM
123
GW&K Investment Management
Massachusetts
$2K 23 – –
IA
124
IFP Advisors
Florida
$1.97K 21 +13 +163%
FHA
125
First Horizon Advisors
Tennessee
$1.6K 17 -16 -48%
2 3 4
5
6