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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
45
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Jane Street
2
Jane Street
New York
$3.74M
3
SI
3
Scout Investments
Missouri
$3.6M
4
WI
4
WHV Investments
California
$3.33M
5
TAM
5
Todd Asset Management
Kentucky
$20.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.4M
2
UBS AM
2
UBS AM
Illinois
$881K
3
PAG
3
Private Advisor Group
New Jersey
$330K
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M
5
HJGA
5
Hardman Johnston Global Advisors
Connecticut
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.4M 664,466 -135,364 -17%
Bank of America
2
Bank of America
North Carolina
$26M 364,633 +32,705 +10%
HJGA
3
Hardman Johnston Global Advisors
Connecticut
$24.3M 339,880 -21,770 -6%
PPA
4
Parametric Portfolio Associates
Washington
$21.1M 295,388 +32,988 +13%
TAM
5
Todd Asset Management
Kentucky
$20.2M 282,794 +38,020 +16%
ClearBridge Investments
6
ClearBridge Investments
New York
$18.3M 256,581 +9,519 +4%
EGA
7
Eagle Global Advisors
Texas
$14.9M 208,888 -115 -0.1%
Wells Fargo
8
Wells Fargo
California
$14.9M 208,140 +103,150 +98%
RG
9
Renaissance Group
Kentucky
$13.9M 194,572 -1,833 -0.9%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$13.4M 187,800 -22,480 -11%
AG
11
Aperio Group
California
$12.6M 176,390 +17,748 +11%
Northern Trust
12
Northern Trust
Illinois
$9.65M 135,222 +1,815 +1%
Invesco
13
Invesco
Georgia
$7.95M 111,302 +27,693 +33%
Aristotle Capital Management
14
Aristotle Capital Management
California
$7.66M 107,256 +3,136 +3%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$6.03M 84,472 -784 -0.9%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$5.38M 75,343 -5,193 -6%
EA
17
Euclid Advisors
Connecticut
$4.99M 69,850 -5,957 -8%
Jane Street
18
Jane Street
New York
$3.74M 52,409 +52,409 New
WIS
19
Wright Investors Service
Connecticut
$3.68M 51,523 +4,540 +10%
SI
20
Scout Investments
Missouri
$3.6M 50,356 +50,356 New
WI
21
WHV Investments
California
$3.33M 46,631 +46,631 New
Natixis Advisors
22
Natixis Advisors
Massachusetts
$3.07M 42,962 +23,875 +125%
US Bancorp
23
US Bancorp
Minnesota
$3.03M 42,432 +834 +2%
CAM
24
Capstone Asset Management
Texas
$2.83M 39,645 -940 -2%
Goldman Sachs
25
Goldman Sachs
New York
$2.58M 36,093 +36,093 New
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