IX icon

ORIX
IX

Overview Fund Activity

91 hedge funds and large institutions have $267M invested in ORIX in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
36
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$4.02M
2
EGA
2
Eagle Global Advisors
Texas
$16M
3
AssetMark Inc
3
AssetMark Inc
California
$3.61M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.4M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$4.3M

Top Sellers

1
IG
1
ING Group
Netherlands
$5.97M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
PRC
3
Platte River Capital
Colorado
$3.97M
4
CS
4
Credit Suisse
Switzerland
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$28M 341,790 +2,200 +0.6%
TAM
2
Todd Asset Management
Kentucky
$19.9M 243,335 +135 +0.1%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$19.6M 240,000 – –
ClearBridge Investments
4
ClearBridge Investments
New York
$18.7M 228,862 -8,678 -4%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$17.5M 213,857 -9,001 -4%
EGA
6
Eagle Global Advisors
Texas
$16M 195,071 +47,464 +32%
PPA
7
Parametric Portfolio Associates
Washington
$15.6M 190,353 +27,189 +17%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$15.4M 188,129 +7,321 +4%
UBS AM
9
UBS AM
Illinois
$8.72M 106,628 +269 +0.3%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$6.78M 82,878 +8,853 +12%
IG
11
ING Group
Netherlands
$5.97M 72,072 -62,928 -47%
MAA
12
Managed Account Advisors
New Jersey
$5.88M 71,877 +14,206 +25%
AG
13
Aperio Group
California
$5.29M 64,605 +4,865 +8%
US Bancorp
14
US Bancorp
Minnesota
$5.29M 64,600 +7,570 +13%
Aristotle Capital Management
15
Aristotle Capital Management
California
$4.3M 52,523 +27,608 +111%
Northern Trust
16
Northern Trust
Illinois
$4.09M 49,967 +4,293 +9%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$4.02M 49,100 +49,100 New
PRC
18
Platte River Capital
Colorado
$3.97M 48,569 -19,360 -29%
Wells Fargo
19
Wells Fargo
California
$3.81M 46,494 +972 +2%
WIS
20
Wright Investors Service
Connecticut
$3.75M 45,810 -8,530 -16%
William Blair & Company
21
William Blair & Company
Illinois
$3.67M 44,821 +8,214 +22%
AssetMark Inc
22
AssetMark Inc
California
$3.61M 44,056 +44,056 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.97M 36,231 -262 -0.7%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.95M 36,100 +200 +0.6%
Goldman Sachs
25
Goldman Sachs
New York
$2.78M 33,916 +5,947 +21%
1
2 3 4