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ORIX
IX

Overview Fund Activity

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.

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

Top Buyers

1
AG
1
Aperio Group
California
$5.27M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$12.8M
3
TWI
3
Thomas White International
Illinois
$4.03M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.18M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.58M

Top Sellers

1
AIM
1
abrdn Investment Management
United Kingdom
$0
2
BTS
2
BB&T Securities
Virginia
$0
3
GC
3
Gratry & Company
Ohio
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.78M
5
SB
5
Suntrust Banks
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$24.9M 352,690 +18,260 +5%
TAM
2
Todd Asset Management
Kentucky
$17.4M 246,780 +1,753 +0.7%
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$16.9M 240,000 – –
ClearBridge Investments
4
ClearBridge Investments
New York
$16.1M 227,928 +4,301 +2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$12.8M 182,035 +70,470 +63%
PPA
6
Parametric Portfolio Associates
Washington
$12.1M 171,887 +5,383 +3%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$11.9M 169,431 -31,554 -16%
EGA
8
Eagle Global Advisors
Texas
$10.1M 142,786 -9,284 -6%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$9.78M 138,791 -60,381 -30%
UBS AM
10
UBS AM
Illinois
$6.72M 95,402 -9,104 -9%
MAA
11
Managed Account Advisors
New Jersey
$5.71M 80,959 +5,810 +8%
AG
12
Aperio Group
California
$5.27M 74,828 +74,828 New
Renaissance Technologies
13
Renaissance Technologies
New York
$5.18M 73,466 +22,666 +45%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.6M 65,295 +47 +0.1%
US Bancorp
15
US Bancorp
Minnesota
$4.35M 61,666 -2,019 -3%
TWI
16
Thomas White International
Illinois
$4.03M 57,152 +57,152 New
Northern Trust
17
Northern Trust
Illinois
$3.91M 55,497 +1,428 +3%
Morgan Stanley
18
Morgan Stanley
New York
$3.58M 50,817 +22,454 +79%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$3.53M 50,020 -435 -0.9%
Wells Fargo
20
Wells Fargo
California
$3.41M 48,340 +1,046 +2%
Goldman Sachs
21
Goldman Sachs
New York
$2.89M 41,056 +2,980 +8%
WIS
22
Wright Investors Service
Connecticut
$2.56M 36,265 -2,055 -5%
William Blair & Company
23
William Blair & Company
Illinois
$2.54M 36,064 -1,874 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.15M 30,450 -12,755 -30%
PI
25
Placemark Investments
Illinois
$1.76M 24,992 -1,606 -6%
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