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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Aperio Group
California
$27.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.9M
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452K
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$68K
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$2.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
126
MGO One Seven
Ohio
– – -3,398 Closed
HF
127
HRT Financial
New York
– – -3,042 Closed
Two Sigma Investments
128
Two Sigma Investments
New York
– – -2,967 Closed
RJFSA
129
Raymond James Financial Services Advisors
Florida
– – -2,937 Closed
CG
130
Caprock Group
Idaho
– – -2,907 Closed
OWA
131
One Wealth Advisors
California
– – -2,234 Closed
OIA
132
OneDigital Investment Advisors
Kansas
– – -1,909 Closed
WAM
133
Wealthspire Advisors (Maryland)
Maryland
– – -1,175 Closed
IDBONY
134
Israel Discount Bank of New York
New York
– – -720 Closed
CAM
135
Cresset Asset Management
Illinois
– – -649 Closed
BBNA
136
Bremer Bank National Association
Minnesota
– – -284 Closed
AIA
137
Alera Investment Advisors
Illinois
– – -122 Closed
SMFS
138
Squar Milner Financial Services
California
– – -116 Closed
TC
139
Truvestments Capital
Florida
– – -95 Closed
LFA
140
Legacy Financial Advisors
Kentucky
– – -68 Closed
AC
141
Avestar Capital
New York
– – -52 Closed
FCA
142
FinTrust Capital Advisors
South Carolina
– – -35 Closed
SWM
143
SeaCrest Wealth Management
New York
– – -18 Closed
FGAM
144
Financial Gravity Asset Management
Texas
$0 4 -1 -20%
CFGS
145
Concourse Financial Group Securities
Alabama
– – – –
IFAM
146
Institutional & Family Asset Management
Colorado
$0 7 +1 +17%
DPA
147
Delphi Private Advisors
California
$0 6 +6 New
2 3 4 5
6