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174 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, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% 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
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
151
Grove Bank & Trust
Florida
$5.34K +$5.41K +230 New
GRP
152
Global Retirement Partners
California
$4.99K -$2K -85 -28%
CAM
153
Creekmur Asset Management
Illinois
$4.87K
CA
154
Continuum Advisory
Idaho
$4.01K
CFO
155
CVA Family Office
Colorado
$3.95K
BIA
156
Bell Investment Advisors
California
$3.83K
CFD
157
Creative Financial Designs
Indiana
$3.13K
Kayne Anderson Rudnick Investment Management
158
Kayne Anderson Rudnick Investment Management
California
$3.02K
TPCW
159
TD Private Client Wealth
New York
$3.02K
BCWM
160
Bartlett & Co Wealth Management
Ohio
$2.67K
Bessemer Group
161
Bessemer Group
New Jersey
$2K +$2.23K +95 New
Jones Financial Companies
162
Jones Financial Companies
Missouri
$1.91K +$1.88K +80 New
TRCT
163
Tower Research Capital (TRC)
New York
$1.86K -$7.05K -300 -79%
BHWM
164
Beaird Harris Wealth Management
Texas
$1.51K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$1.16K
HI
166
Harbour Investments
Wisconsin
$1.16K +$1.18K +50 New
AWM
167
Abound Wealth Management
Tennessee
$1.04K -$235 -10 -18%
CYG
168
Clean Yield Group
Vermont
$1.04K +$1.06K +45 New
MFG
169
Mendota Financial Group
Wisconsin
$929 +$235 +10 +33%
CTC
170
Central Trust Company
Missouri
$929 +$940 +40 New
CAM
171
ClariVest Asset Management
California
$439
CPG
172
Cornerstone Planning Group
New Jersey
$320
IAIM
173
International Assets Investment Management
Florida
$316 +$4.31M +183,360 New
WBC
174
West Branch Capital
Massachusetts
$105 +$118 +5 New
GAM
175
Groupama Asset Management
France
-$180M -253,680 Closed