150 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
61
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$3.55K 38 +38 New
ASN
127
Advisory Services Network
Georgia
$3.27K 35 +35 New
RFG
128
RFP Financial Group
Georgia
$3.18K 34 -54 -61%
CFO
129
CVA Family Office
Colorado
$3.18K 34 +34 New
Kayne Anderson Rudnick Investment Management
130
Kayne Anderson Rudnick Investment Management
California
$2.71K 29 +14 +93%
BIA
131
Bell Investment Advisors
California
$2.62K 28 -7 -20%
CFD
132
Creative Financial Designs
Indiana
$2.52K 27
FHA
133
First Horizon Advisors
Tennessee
$2.24K 24 +7 +41%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$2.14K 23
BC
135
Bartlett & Co
Ohio
$2K 23
GKIM
136
GW&K Investment Management
Massachusetts
$2K 23
IA
137
IFP Advisors
Florida
$1.96K 21
Jones Financial Companies
138
Jones Financial Companies
Missouri
$1.77K 19 +19 New
GWM
139
Geneos Wealth Management
Colorado
$1.31K 14 +14 New
BCM
140
Bourgeon Capital Management
Connecticut
$1.22K 13 +5 +63%
BHWM
141
Beaird Harris Wealth Management
Texas
$1.22K 13 +13 New
SAM
142
Smartleaf Asset Management
Massachusetts
$1.21K 13 +13 New
AWM
143
Abound Wealth Management
Tennessee
$1.03K 11 +2 +22%
TPCW
144
TD Private Client Wealth
New York
$1.03K 11
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$934 10 -46 -82%
BWM
146
Baystate Wealth Management
Massachusetts
$718 7
IFAM
147
Institutional & Family Asset Management
Colorado
$717 8
JFGIW
148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654 7 +7 New
CAM
149
ClariVest Asset Management
California
$373 4 +4 New
CPG
150
Cornerstone Planning Group
New Jersey
$280 3