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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M
3
TAM
3
Todd Asset Management
Kentucky
$33.8M
4
BCM
4
BTC Capital Management
Iowa
$1.64M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.47M
4
BlackRock
4
BlackRock
New York
$22.7M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
151
Smartleaf Asset Management
Massachusetts
$1.43K 13 – –
AWM
152
Abound Wealth Management
Tennessee
$1.21K 11 – –
TPCW
153
TD Private Client Wealth
New York
$1.21K 11 – –
IFAM
154
Institutional & Family Asset Management
Colorado
$846 8 – –
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$772 7 – –
CAM
156
ClariVest Asset Management
California
$441 4 – –
CPG
157
Cornerstone Planning Group
New Jersey
$314 3 – –
FGAM
158
Financial Gravity Asset Management
Texas
$220 2 +2 New
XC
159
XY Capital
Hong Kong
– – -6,687 Closed
Jane Street
160
Jane Street
New York
– – -6,554 Closed
OMC
161
Old Mission Capital
Illinois
– – -2,723 Closed
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
– – -2,596 Closed
RJFSA
163
Raymond James Financial Services Advisors
Florida
– – -2,440 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
– – -2,263 Closed
GWS
165
Glassman Wealth Services
Virginia
– – -429 Closed
ACM
166
Aquatic Capital Management
Illinois
– – -300 Closed
BWM
167
BKM Wealth Management
Wisconsin
– – -125 Closed
JWA
168
JFS Wealth Advisors
Pennsylvania
– – -62 Closed
ASN
169
Advisory Services Network
Georgia
– – -35 Closed
FHA
170
First Horizon Advisors
Tennessee
– – -24 Closed
BCM
171
Bourgeon Capital Management
Connecticut
– – -13 Closed
CFGS
172
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7