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ORIX
IX

Overview Fund Activity

173 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
71
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.05M
3
CGH
3
Crossmark Global Holdings
Texas
$3.33M
4
VF
4
Virtu Financial
New York
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
Bank of America
2
Bank of America
North Carolina
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$20.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCAM
5
Boston Common Asset Management
Massachusetts
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
126
Addison Advisors
Vermont
$34.7K 299 +40 +15%
AWM
127
Avior Wealth Management
Nebraska
$33.8K 291 +6 +2%
BGAI
128
Bruce G. Allen Investments
Colorado
$30.2K 260 – –
PS
129
Principal Securities
Iowa
$28.7K 247 +67 +37%
BWAM
130
Boyd Watterson Asset Management
Ohio
$27.2K 234 -6 -3%
FMP
131
Financial Management Professionals
Texas
$24K 204 +55 +37%
CAL
132
Capital Analysts LLC
Pennsylvania
$20K 175 +175 New
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$17.2K 148 – –
UB
134
UMB Bank
Missouri
$17.2K 148 – –
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$16.7K 144 +12 +9%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$15.8K 136 – –
ZB
137
Zions Bancorporation
Utah
$15.1K 130 -76 -37%
AF
138
Allworth Financial
California
$13.8K 119 -13 -10%
ACM
139
Aquatic Capital Management
Illinois
$11.6K 100 -100 -50%
IA
140
IFP Advisors
Florida
$10.9K 94 – –
GFPC
141
Global Financial Private Client
Florida
$9.86K 85 +85 New
VWM
142
Venturi Wealth Management
Texas
$9.17K 79 +22 +39%
CFGS
143
Concourse Financial Group Securities
Alabama
$9.05K 78 +78 New
SPIA
144
Steward Partners Investment Advisory
New York
$8.59K 74 – –
NA
145
NewEdge Advisors
Louisiana
$7.43K 64 – –
MG
146
Mather Group
Illinois
$6.15K 53 +39 +279%
GKIM
147
GW&K Investment Management
Massachusetts
$6K 53 – –
FFA
148
Frazier Financial Advisors
Ohio
$5.69K 49 -3 -6%
GWM
149
Geneos Wealth Management
Colorado
$5.45K 47 +33 +236%
GBT
150
Grove Bank & Trust
Florida
$5.34K 46 +46 New
4 5
6
7 8