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ORIX
IX

Overview Fund Activity

188 hedge funds and large institutions have $511M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81M
2
Northern Trust
2
Northern Trust
Illinois
$22.7M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.38M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.85M

Top Sellers

1
FTDI
1
First Trust Direct Indexing
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
VA
3
Vident Advisory
Georgia
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AssetMark Inc
5
AssetMark Inc
California
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
GFPC
151
Global Financial Private Client
Florida
$9.03K 85 – –
SPIA
152
Steward Partners Investment Advisory
New York
$7.86K 74 – –
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$7.45K 72 -72 -50%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$7.22K 68 +52 +325%
Bessemer Group
155
Bessemer Group
New Jersey
$7K 62 +43 +226%
CFGS
156
Concourse Financial Group Securities
Alabama
$6.89K 65 -13 -17%
NA
157
NewEdge Advisors
Louisiana
$6.8K 64 – –
PWA
158
Physician Wealth Advisors
Utah
$6.16K 58 +58 New
GKIM
159
GW&K Investment Management
Massachusetts
$6K 53 – –
AA
160
Addison Advisors
Vermont
$5.63K 53 -246 -82%
MG
161
Mather Group
Illinois
$5.63K 53 – –
GWM
162
Geneos Wealth Management
Colorado
$4.99K 47 – –
CAM
163
Creekmur Asset Management
Illinois
$4.46K 42 – –
CA
164
Continuum Advisory
Idaho
$3.93K 37 – –
NC
165
NewSquare Capital
Pennsylvania
$3.82K 36 +36 New
ZB
166
Zions Bancorporation
Utah
$3.72K 35 -95 -73%
CFO
167
CVA Family Office
Colorado
$3.61K 34 – –
VHAM
168
Van Hulzen Asset Management
California
$3.61K 34 +34 New
AF
169
Atala Financial
California
$3.29K 31 +31 New
BIA
170
Bell Investment Advisors
California
$2.98K 28 -5 -15%
CFD
171
Creative Financial Designs
Indiana
$2.87K 27 – –
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$2.77K 26 – –
TPCW
173
TD Private Client Wealth
New York
$2.76K 26 – –
MCM
174
MAI Capital Management
Ohio
$2.71K 26 +26 New
BCWM
175
Bartlett & Co Wealth Management
Ohio
$2.44K 23 – –
5 6
7
8 9