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ORIX
IX

Overview Fund Activity

147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCAM
1
Onex Canada Asset Management
Ontario, Canada
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
4
TAM
4
Todd Asset Management
Kentucky
$24M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.9M

Top Sellers

1
SGA
1
Strategic Global Advisors
California
$3.49M
2
State Street
2
State Street
Massachusetts
$7.23M
3
BlackRock
3
BlackRock
New York
$37.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$46M
5
Wells Fargo
5
Wells Fargo
California
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
126
Bell Investment Advisors
California
$6K 56 -52 -48%
CCA
127
Column Capital Advisors
Indiana
$6K 63 -4 -6%
GRP
128
Global Retirement Partners
California
$6K 56 – –
SCA
129
Snowden Capital Advisors
New York
$6K 64 +64 New
FPS
130
Fieldpoint Private Securities
Connecticut
$5K 50 – –
FMP
131
Financial Management Professionals
Texas
$5K 47 +17 +57%
GAM
132
Gemmer Asset Management
California
$4K 43 – –
EBA
133
Eagle Bay Advisors
New York
$3K 28 -44 -61%
CFD
134
Creative Financial Designs
Indiana
$3K 27 – –
FHA
135
First Horizon Advisors
Tennessee
$3K 39 +17 +77%
NFG
136
Next Financial Group
Texas
$3K 27 +27 New
FAG
137
Fortitude Advisory Group
Washington
$3K 32 +32 New
JWM
138
Janiczek Wealth Management
Colorado
$2K 17 +7 +70%
CAC
139
Core Alternative Capital
Georgia
$2K 20 +20 New
APA
140
American Portfolios Advisors
New York
$1.53K 15 – –
HI
141
Harbour Investments
Wisconsin
$1K 11 -77 -88%
LWP
142
Laurel Wealth Planning
Minnesota
$1K 14 – –
BWM
143
Baystate Wealth Management
Massachusetts
$1K 7 – –
CFA
144
Carroll Financial Associates
North Carolina
$1K 11 – –
IFAM
145
Institutional & Family Asset Management
Colorado
$1K 7 – –
AA
146
Addison Advisors
Vermont
$1K 11 – –
IA
147
IFP Advisors
Florida
$1K 5 +5 New
Fisher Asset Management
148
Fisher Asset Management
Washington
– – -3,101 Closed
SFI
149
Susquehanna Fundamental Investments
Pennsylvania
– – -2,951 Closed
CAM
150
Cresset Asset Management
Illinois
– – -2,544 Closed
3 4 5
6
7