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ORIX
IX

Overview Fund Activity

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Todd Asset Management
Kentucky
$29.2M
2
Wells Fargo
2
Wells Fargo
California
$25.4M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.78M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$16.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$9.36M

Top Sellers

1
CGH
1
Crossmark Global Holdings
Texas
$2.06M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$0
3
SI
3
Scout Investments
Missouri
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T
126
TCWP
Ohio
$3K 40 +40 New
BCWM
127
Bartlett & Co Wealth Management
Ohio
$2.34K 23 +23 New
FGAM
128
Financial Gravity Asset Management
Texas
$2.29K 1,800 +1,800 New
JWM
129
Janiczek Wealth Management
Colorado
$2K 17 – –
BC
130
Bartlett & Co
Ohio
$2K 23 +23 New
APA
131
American Portfolios Advisors
New York
$1.5K 15 – –
TPCW
132
TD Private Client Wealth
New York
$1.1K 11 -50 -82%
AF
133
Advisornet Financial
Minnesota
$1K 11 -255 -96%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1K 15 -106 -88%
IFAM
135
Institutional & Family Asset Management
Colorado
$1K 7 – –
LWP
136
Laurel Wealth Planning
Minnesota
$1K 14 – –
AA
137
Addison Advisors
Vermont
$1K 11 – –
BWM
138
Baystate Wealth Management
Massachusetts
$1K 7 – –
GWM
139
Geneos Wealth Management
Colorado
$1K 13 +13 New
CS
140
Candriam SCA
Luxembourg
$1K 13 +13 New
Macquarie Group
141
Macquarie Group
Australia
$9 90 +90 New
OCAM
142
Onex Canada Asset Management
Ontario, Canada
– – -524,081 Closed
SI
143
Scout Investments
Missouri
– – -42,174 Closed
Nuveen Asset Management
144
Nuveen Asset Management
Illinois
– – -41,493 Closed
Stifel Financial
145
Stifel Financial
Missouri
– – -10,756 Closed
Geode Capital Management
146
Geode Capital Management
Massachusetts
– – -10,197 Closed
CW
147
Connectus Wealth
Ohio
– – -3,089 Closed
HF
148
HRT Financial
New York
– – -2,929 Closed
Cerity Partners
149
Cerity Partners
New York
– – -2,560 Closed
SW
150
SVB Wealth
Massachusetts
– – -2,385 Closed
3 4 5
6
7