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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
PPA
3
Parametric Portfolio Associates
Washington
$54.3M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$4.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$852K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.8M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$9.23M
3
Northern Trust
3
Northern Trust
Illinois
$17.3M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
TAM
5
Todd Asset Management
Kentucky
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
126
Valeo Financial Advisors
Indiana
– – -309 Closed
RWB
127
RMR Wealth Builders
New Jersey
– – -140 Closed
IAIM
128
International Assets Investment Management
Florida
– – -55 Closed
BAM
129
Bellevue Asset Management
Washington
– – -51 Closed
MWP
130
Meridian Wealth Partners
Pennsylvania
– – -36 Closed
RFA
131
Reilly Financial Advisors
California
– – -21 Closed
APWA
132
Atlas Private Wealth Advisors
New Jersey
– – -14 Closed
SFS
133
Sowell Financial Services
Arkansas
– – -12 Closed
CFGS
134
Concourse Financial Group Securities
Alabama
– – – –
IA
135
IFP Advisors
Florida
– – – –
FHC
136
First Horizon Corporation
Tennessee
$0 5 – –
2 3 4 5
6