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ORIX
IX

Overview Fund Activity

155 hedge funds and large institutions have $359M invested in ORIX in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
39
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$39.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.13M
3
CS
3
Credit Suisse
Switzerland
$4.69M
4
OMC
4
Old Mission Capital
Illinois
$2.94M
5
Jane Street
5
Jane Street
New York
$2.41M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$3.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$887K
5
William Blair & Company
5
William Blair & Company
Illinois
$4.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Claybrook Capital
Massachusetts
$1K +$1K +95 New
LWM
152
Lenox Wealth Management
Ohio
$1K +$1K +265 New
GT
153
Glenmede Trust
Pennsylvania
$86 +$86 +6,010 New
Wellington Management Group
154
Wellington Management Group
Massachusetts
– -$2.19M -135,150 Closed
ACI
155
AMP Capital Investors
Australia
– -$317K -19,000 Closed
VF
156
Virtu Financial
New York
– -$286K -17,635 Closed
AI
157
Atria Investments
North Carolina
– -$284K -17,525 Closed
FA
158
FDx Advisors
Illinois
– -$265K -16,335 Closed
RRAM
159
River Road Asset Management
Kentucky
– -$245K -15,120 Closed
FHB
160
First Hawaiian Bank
Hawaii
– -$235K -14,500 Closed
CCA
161
Checchi Capital Advisers
California
– -$219K -13,495 Closed
RCM
162
Riverhead Capital Management
Delaware
– -$211K -13,000 Closed
FCM
163
Flinton Capital Management
Pennsylvania
– -$210K -12,920 Closed
LPL Financial
164
LPL Financial
California
– -$204K -12,575 Closed
SW
165
SVB Wealth
Massachusetts
– -$201K -12,415 Closed
JCM
166
Jacobi Capital Management
Pennsylvania
– -$187K -11,520 Closed
TAM
167
Tyers Asset Management
Texas
– -$173K -10,640 Closed
OWA
168
One Wealth Advisors
California
– -$169K -10,455 Closed
NA
169
Neuburgh Advisers
California
– -$136K -8,360 Closed
CAG
170
Csenge Advisory Group
Florida
– -$102K -6,535 Closed
ZB
171
Zions Bancorporation
Utah
– -$106K -6,530 Closed
MCIM
172
Meadow Creek Investment Management
Georgia
– -$99K -6,080 Closed
MYIA
173
Mount Yale Investment Advisors
Colorado
– -$62K -3,810 Closed
TPWA
174
TRUE Private Wealth Advisors
Oregon
– -$20.5K -1,265 Closed
SPIA
175
Steward Partners Investment Advisory
New York
– -$19K -1,150 Closed
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7
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