We are live on ! Find out more

94 hedge funds and large institutions have $200M invested in ORIX in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 1.26%1.19% (-0.07%)

7% less funds holding

Funds holding: 10194 (-7)

13% less capital invested

Capital invested by funds: $230M → $200M (-$29.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$20.3M -$1.94M -148,400 -8%
ClearBridge Investments
2
ClearBridge Investments
New York
$13.1M -$1.72M -131,450 -11%
PPA
3
Parametric Portfolio Associates
Washington
$11.1M -$205K -15,695 -2%
TAM
4
Todd Asset Management
Kentucky
$10.6M -$3.6M -275,105 -24%
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$9.99M -$3.47M -265,000 -25%
RG
6
Renaissance Group
Kentucky
$9.9M -$876K -67,000 -8%
EGA
7
Eagle Global Advisors
Texas
$9.26M +$81.7K +6,245 +0.9%
GC
8
Gratry & Company
Ohio
$8.45M +$6.2M +474,125 New
MAA
9
Managed Account Advisors
New Jersey
$7.42M -$414K -31,645 -5%
Aristotle Capital Management
10
Aristotle Capital Management
California
$7.03M -$761K -58,205 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$7M -$2.22M -169,640 -23%
UBS AM
12
UBS AM
Illinois
$6.58M -$555K -42,405 -7%
Wells Fargo
13
Wells Fargo
California
$5.82M +$111K +8,480 +2%
Northern Trust
14
Northern Trust
Illinois
$5.48M +$1.55M +118,790 +37%
AG
15
Aperio Group
California
$5.35M -$104K -7,980 -2%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$4.18M -$292K -22,330 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.4M +$2.7M +206,710 +315%
WIS
18
Wright Investors Service
Connecticut
$3.3M +$740K +56,590 +27%
EA
19
Euclid Advisors
Connecticut
$3.26M +$589K +45,000 +21%
Morgan Stanley
20
Morgan Stanley
New York
$3.17M -$96.5K -7,380 -3%
William Blair & Company
21
William Blair & Company
Illinois
$2.66M -$10.9K -830 -0.4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$2.58M -$1.32M -101,245 -33%
US Bancorp
23
US Bancorp
Minnesota
$2.22M -$490K -37,490 -17%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.19M -$1.43M -109,500 -38%
CAM
25
Capstone Asset Management
Texas
$2.12M +$886K +67,715 +67%