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ORIX
IX

Overview Fund Activity

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
1
BB&T Securities
Virginia
$9.54M
2
AIM
2
abrdn Investment Management
United Kingdom
$10.8M
3
GC
3
Gratry & Company
Ohio
$8.45M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$9.94M
5
SB
5
Suntrust Banks
Georgia
$2.94M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
AG
2
Aperio Group
California
$6.65M
3
EGA
3
Eagle Global Advisors
Texas
$13.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$391K
5
PPA
5
Parametric Portfolio Associates
Washington
$14.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$29.8M 334,430 -7,360 -2%
TAM
2
Todd Asset Management
Kentucky
$21.8M 245,027 +1,692 +0.7%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$21.4M 240,000 – –
ClearBridge Investments
4
ClearBridge Investments
New York
$19.9M 223,627 -5,235 -2%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$17.9M 200,985 -12,872 -6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$17.7M 199,172 +11,043 +6%
PPA
7
Parametric Portfolio Associates
Washington
$14.8M 166,504 -23,849 -13%
EGA
8
Eagle Global Advisors
Texas
$13.5M 152,070 -43,001 -22%
AIM
9
abrdn Investment Management
United Kingdom
$10.8M 121,300 +100,700 +489%
Aristotle Capital Management
10
Aristotle Capital Management
California
$9.94M 111,565 +59,042 +112%
BTS
11
BB&T Securities
Virginia
$9.54M 10,710 +10,710 New
UBS AM
12
UBS AM
Illinois
$9.31M 104,506 -2,122 -2%
GC
13
Gratry & Company
Ohio
$8.45M 94,825 +94,825 New
MAA
14
Managed Account Advisors
New Jersey
$6.7M 75,149 +3,272 +5%
AG
15
Aperio Group
California
– – -64,605 Closed
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$5.81M 65,248 -17,630 -21%
US Bancorp
17
US Bancorp
Minnesota
$5.67M 63,685 -915 -1%
Northern Trust
18
Northern Trust
Illinois
$4.82M 54,069 +4,102 +8%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.53M 50,800 +14,700 +41%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$4.5M 50,455 +1,355 +3%
Wells Fargo
21
Wells Fargo
California
$4.21M 47,294 +800 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.85M 43,205 +6,974 +19%
PRC
23
Platte River Capital
Colorado
$3.78M 42,446 -6,123 -13%
AssetMark Inc
24
AssetMark Inc
California
$3.57M 40,060 -3,996 -9%
WIS
25
Wright Investors Service
Connecticut
$3.41M 38,320 -7,490 -16%
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