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ORIX
IX

Overview Fund Activity

134 hedge funds and large institutions have $396M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.1M
2
QCM
2
QRG Capital Management
Illinois
$4.61M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M
3
BlackRock
3
BlackRock
New York
$21M
4
Millennium Management
4
Millennium Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCTC
126
Perkins Coie Trust Company
Washington
$1.6K 17 +17 New
Kayne Anderson Rudnick Investment Management
127
Kayne Anderson Rudnick Investment Management
California
$1.41K 15 – –
TPCW
128
TD Private Client Wealth
New York
$1.03K 11 – –
AWM
129
Abound Wealth Management
Tennessee
$845 9 – –
BCM
130
Bourgeon Capital Management
Connecticut
$752 8 +8 New
BWM
131
Baystate Wealth Management
Massachusetts
$712 7 – –
IFAM
132
Institutional & Family Asset Management
Colorado
$711 8 – –
BWL
133
Bogart Wealth LLC
Virginia
$376 4 +4 New
CPG
134
Cornerstone Planning Group
New Jersey
$282 3 +3 New
Millennium Management
135
Millennium Management
New York
– – -16,307 Closed
Marshall Wace
136
Marshall Wace
United Kingdom
– – -5,481 Closed
VIA
137
Vident Investment Advisory
Georgia
– – -4,456 Closed
ACM
138
Aquatic Capital Management
Illinois
– – -600 Closed
FGAM
139
Financial Gravity Asset Management
Texas
– – -91 Closed
Bessemer Group
140
Bessemer Group
New Jersey
– – -90 Closed
M
141
MOTCO
Texas
– – -18 Closed
CFO
142
CVA Family Office
Colorado
– – -12 Closed
CFGS
143
Concourse Financial Group Securities
Alabama
– – – –
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