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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 %
GRP
176
Global Retirement Partners
California
$1.91K 18 -25 -58%
ATC
177
Advantage Trust Company
Kansas
$1.7K 16 +16 New
BHWM
178
Beaird Harris Wealth Management
Texas
$1.38K 13 – –
DRP
179
Decker Retirement Planning
Utah
$1.38K 13 +13 New
HI
180
Harbour Investments
Wisconsin
$1.06K 10 – –
CYG
181
Clean Yield Group
Vermont
$956 9 – –
GSWM
182
Golden State Wealth Management
California
$744 7 +7 New
AWM
183
Abound Wealth Management
Tennessee
$638 6 -3 -33%
CA
184
Clearstead Advisors
Ohio
$638 6 +6 New
CPG
185
Cornerstone Planning Group
New Jersey
$636 6 +3 +100%
MFG
186
Mendota Financial Group
Wisconsin
$425 4 -4 -50%
BIG
187
Brooklyn Investment Group
New York
$107 1 +1 New
IAIM
188
International Assets Investment Management
Florida
– – -36,672 Closed
FTDI
189
First Trust Direct Indexing
Massachusetts
– – -16,229 Closed
VA
190
Vident Advisory
Georgia
– – -15,163 Closed
CAM
191
Cresset Asset Management
Illinois
– – -13,062 Closed
VF
192
Virtu Financial
New York
– – -9,452 Closed
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
– – -2,315 Closed
PWPS
194
Pinnacle Wealth Planning Services
Ohio
– – -2,059 Closed
AG
195
Ascent Group
Virginia
– – -1,944 Closed
FMII
196
Farmers & Merchants Investments Inc
Nebraska
– – -148 Closed
FFA
197
Frazier Financial Advisors
Ohio
– – -49 Closed
GBT
198
Grove Bank & Trust
Florida
– – -46 Closed
TRCT
199
Tower Research Capital (TRC)
New York
– – -16 Closed
CTC
200
Central Trust Company
Missouri
– – -8 Closed
5 6 7
8
9