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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
64
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
Ferguson Wellman Capital Management
Oregon
$7.34M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.27M
3
PPA
Parametric Portfolio Associates
Washington
$39.6M
4
RJA
Raymond James & Associates
Florida
$6.84M
5
GC
Guardian Capital
Ontario, Canada
$2.24M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.58M
2
Bank of America
Bank of America
North Carolina
$36.1M
3
ClearBridge Investments
ClearBridge Investments
New York
$25.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.17M
5
Two Sigma Investments
Two Sigma Investments
New York
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
126
One Wealth Advisors
California
$27K +$27K +1,530 New
CAW
127
Cornerstone Advisors (Washington)
Washington
$23K +$1.35K +75 +6%
IA
128
IFP Advisors
Florida
$21K – – –
SPIA
129
Steward Partners Investment Advisory
New York
$17K -$1.47K -85 -8%
VCM
130
Vigilant Capital Management
Maine
$16K +$16K +915 New
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
WTB
132
Washington Trust Bank
Washington
$14K +$7.84K +445 +127%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
FCAG
134
First Capital Advisors Group
New Jersey
$11K +$11K +625 New
LFA
135
Legacy Financial Advisors
Kentucky
$10K – – –
LIA
136
LS Investment Advisors
Michigan
$9K – – –
FPFS
137
First Personal Financial Services
North Carolina
$9K +$350 +20 +4%
CIP
138
Convergence Investment Partners
Florida
$9K +$9K +495 New
SWM
139
SeaCrest Wealth Management
New York
$8K – – –
DVM
140
Dreman Value Management
Florida
$7K – – –
BlackRock
141
BlackRock
New York
$7K +$7K +385 New
RCAG
142
Rehmann Capital Advisory Group
Michigan
$7K +$7K +395 New
ECM
143
Exchange Capital Management
Michigan
$6K +$6K +345 New
VFA
144
Valeo Financial Advisors
Indiana
$5K +$91 +5 +2%
SWP
145
Stratos Wealth Partners
Ohio
$4K -$2.7K -145 -40%
WT
146
Whittier Trust
California
$4K – – –
RFA
147
Reilly Financial Advisors
California
$4K – – –
AC
148
Avestar Capital
New York
$4K +$4K +160 New
FRA
149
Front Row Advisors
California
$4K +$4K +220 New
GFP
150
Gryphon Financial Partners
Ohio
$3K – – –
3 4 5
6
7