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ORIX
IX

Overview Fund Activity

145 hedge funds and large institutions have $405M invested in ORIX in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
-13
Holders Change %
-8.23%
% of All Funds
3.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
62
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$7.65M
2
Bank of America
2
Bank of America
North Carolina
$36.3M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$4.98M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.33M

Top Sellers

1
GC
1
Guardian Capital
Ontario, Canada
$0
2
RJA
2
Raymond James & Associates
Florida
$4.04M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$2.63M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$6.17M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$7K 88 – –
RCAG
127
Rehmann Capital Advisory Group
Michigan
$6.24K 79 – –
WTB
128
Washington Trust Bank
Washington
$6K 70 -89 -56%
BlackRock
129
BlackRock
New York
$6K 77 – –
ECM
130
Exchange Capital Management
Michigan
$5K 69 – –
WT
131
Whittier Trust
California
$3K 40 – –
GFP
132
Gryphon Financial Partners
Ohio
$3K 38 – –
RFA
133
Reilly Financial Advisors
California
$3K 42 – –
AC
134
Avestar Capital
New York
$3K 58 +26 +81%
CFN
135
Cordasco Financial Network
Florida
$3K 39 +39 New
TC
136
Trilogy Capital
California
$2K 30 – –
CFD
137
Creative Financial Designs
Indiana
$2K 27 – –
AF
138
Allworth Financial
California
$2K 23 +23 New
TL
139
TrueWealth LLC
Georgia
$1K 18 – –
WC
140
Whitnell & Co
Illinois
$1K 16 – –
IFAM
141
Institutional & Family Asset Management
Colorado
$1K 6 – –
ASN
142
Advisory Services Network
Georgia
$1K 10 – –
FHA
143
First Horizon Advisors
Tennessee
$1K 25 +5 +25%
FRA
144
Front Row Advisors
California
$7 82 +38 +86%
GC
145
Guardian Capital
Ontario, Canada
– – -24,910 Closed
STA
146
Summit Trail Advisors
New York
– – -18,660 Closed
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
– – -16,822 Closed
BDS
148
Banco de Sabadell
Florida
– – -11,797 Closed
SFI
149
Susquehanna Fundamental Investments
Pennsylvania
– – -5,145 Closed
TD Asset Management
150
TD Asset Management
Ontario, Canada
– – -4,642 Closed
3 4 5
6
7