We are live on ! Find out more

101 hedge funds and large institutions have $224M invested in ORIX in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

9% more funds holding

Funds holding: 93101 (+8)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.04% less ownership

Funds ownership: 1.27%1.23% (-0.04%)

28% less capital invested

Capital invested by funds: $311M → $224M (-$86.4M)

100% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $35.5B

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
30
Reduced
30
Closed
16
Calls
$21.3M
Puts
$35.5B
Net Calls
-$35.5B
Net Calls Change
-$35.5B
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$24.9M +$1.4M +91,300 +5%
TAM
2
Todd Asset Management
Kentucky
$17.4M +$134K +8,765 +0.7%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$16.9M
ClearBridge Investments
4
ClearBridge Investments
New York
$16.1M +$329K +21,505 +2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$12.8M +$5.39M +352,350 +63%
PPA
6
Parametric Portfolio Associates
Washington
$12.1M +$412K +26,915 +3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$11.9M -$2.41M -157,770 -16%
EGA
8
Eagle Global Advisors
Texas
$10.1M -$710K -46,420 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$9.78M -$4.62M -301,905 -30%
UBS AM
10
UBS AM
Illinois
$6.72M -$696K -45,520 -9%
MAA
11
Managed Account Advisors
New Jersey
$5.71M +$444K +29,050 +8%
AG
12
Aperio Group
California
$5.27M +$5.72M +374,140 New
Renaissance Technologies
13
Renaissance Technologies
New York
$5.18M +$1.73M +113,330 +45%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.6M +$3.6K +235 +0.1%
US Bancorp
15
US Bancorp
Minnesota
$4.35M -$154K -10,095 -3%
TWI
16
Thomas White International
Illinois
$4.03M +$4.37M +285,760 New
Northern Trust
17
Northern Trust
Illinois
$3.91M +$109K +7,140 +3%
Morgan Stanley
18
Morgan Stanley
New York
$3.58M +$1.72M +112,270 +79%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$3.52M -$33.3K -2,175 -0.9%
Wells Fargo
20
Wells Fargo
California
$3.41M +$80K +5,230 +2%
Goldman Sachs
21
Goldman Sachs
New York
$2.89M +$228K +14,900 +8%
WIS
22
Wright Investors Service
Connecticut
$2.56M -$157K -10,275 -5%
William Blair & Company
23
William Blair & Company
Illinois
$2.54M -$143K -9,370 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.15M -$976K -63,775 -30%
PI
25
Placemark Investments
Illinois
$1.76M -$123K -8,030 -6%