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174 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
Pitcairn
Pennsylvania
$253K -$17.9K -760 -7%
JIC
102
Johnson Investment Counsel
Ohio
$251K
PWPS
103
Pinnacle Wealth Planning Services
Ohio
$239K
DWT
104
Dorsey & Whitney Trust
South Dakota
$235K -$823 -35 -0.3%
BP
105
Ballentine Partners
Massachusetts
$234K -$705 -30 -0.3%
AG
106
Ascent Group
Virginia
$226K -$235 -10 -0.1%
UCFA
107
United Capital Financial Advisors
Texas
$225K -$9.17K -390 -4%
PA
108
Parallel Advisors
California
$214K -$2.58K -110 -1%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$210K -$18.1K -770 -8%
LPL Financial
110
LPL Financial
California
$207K +$209K +8,905 New
GWM
111
Gitterman Wealth Management
New Jersey
$205K +$207K +8,825 New
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$189K -$25.7K -1,095 -12%
GI
113
GAMMA Investing
California
$178K +$55.6K +2,365 +45%
WTC
114
WhitTier Trust Company
Nevada
$167K +$35.8K +1,525 +27%
Osaic Holdings
115
Osaic Holdings
Arizona
$129K -$69.2K -2,945 -35%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$109K -$2.23K -95 -2%
HNB
117
Huntington National Bank
Ohio
$104K -$1.88K -80 -2%
WSFS
118
Wilmington Savings Fund Society
Delaware
$79.7K +$80.7K +3,435 New
ACA
119
Atlas Capital Advisors
Wyoming
$71.6K +$4.82K +205 +7%
CH
120
Cromwell Holdings
Wyoming
$70.8K
EWA
121
EverSource Wealth Advisors
Alabama
$70.4K +$11.6K +495 +19%
FFA
122
Farther Finance Advisors
California
$54K +$470 +20 +0.9%
SAM
123
Smartleaf Asset Management
Massachusetts
$39.8K +$29.7K +1,265 +316%
LC
124
Lindbrook Capital
California
$38.5K -$48.8K -2,075 -56%
Arrowstreet Capital
125
Arrowstreet Capital
Massachusetts
$35.9K -$546K -23,230 -9%