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ORIX
IX

Overview Fund Activity

101 hedge funds and large institutions have $230M invested in ORIX in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
35
Reduced
28
Closed
10
Calls
$20.7M
Puts
$64M
Net Calls
-$43.3M
Net Calls Change
+$41.1B

Top Buyers

1
RG
1
Renaissance Group
Kentucky
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.3M
3
MAA
3
Managed Account Advisors
New Jersey
$8.63M
4
MCM
4
McKinley Capital Management
Alaska
$1.62M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.93M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$4.25M
2
AssetMark Inc
2
AssetMark Inc
California
$1.02M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$1.93M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$0
5
US Bancorp
5
US Bancorp
Minnesota
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$24.5M 355,110 -8,940 -2%
ClearBridge Investments
2
ClearBridge Investments
New York
$16.2M 235,367 +3,218 +1%
TAM
3
Todd Asset Management
Kentucky
$15.5M 224,993 +4,510 +2%
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M 212,800 – –
PPA
5
Parametric Portfolio Associates
Washington
$12.5M 180,472 +1,850 +1%
RG
6
Renaissance Group
Kentucky
$11.9M 171,733 +171,733 New
EGA
7
Eagle Global Advisors
Texas
$10.1M 146,785 +4,724 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$10.1M 145,850 +1,607 +1%
MAA
9
Managed Account Advisors
New Jersey
$8.63M 125,059 +41,229 +49%
Aristotle Capital Management
10
Aristotle Capital Management
California
$8.56M 124,083 +10,391 +9%
UBS AM
11
UBS AM
Illinois
$7.84M 113,638 +2,296 +2%
Wells Fargo
12
Wells Fargo
California
$6.3M 91,352 +44,429 +95%
AG
13
Aperio Group
California
$6.02M 87,186 +795 +0.9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$4.92M 71,352 +4,685 +7%
Northern Trust
15
Northern Trust
Illinois
$4.41M 63,922 -4,609 -7%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$4.25M 61,567 -37,918 -38%
Renaissance Technologies
17
Renaissance Technologies
New York
$3.93M 56,900 +15,700 +38%
Goldman Sachs
18
Goldman Sachs
New York
$3.72M 53,943 +5,712 +12%
Morgan Stanley
19
Morgan Stanley
New York
$3.6M 52,240 +464 +0.9%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$3.57M 51,745 +3,570 +7%
TWI
21
Thomas White International
Illinois
$3.36M 48,662 -4,568 -9%
EA
22
Euclid Advisors
Connecticut
$2.97M 43,100 -1,100 -2%
US Bancorp
23
US Bancorp
Minnesota
$2.97M 43,049 -11,776 -21%
William Blair & Company
24
William Blair & Company
Illinois
$2.95M 42,722 -63 -0.1%
WIS
25
Wright Investors Service
Connecticut
$2.86M 41,405 -2,275 -5%
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