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ORIX
IX

Overview Fund Activity

122 hedge funds and large institutions have $302M invested in ORIX in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
36
Reduced
49
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$7.97M
2
CGT
2
Capital Guardian Trust
California
$3.79M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$3.75M
4
GC
4
Gratry & Company
Ohio
$3.54M
5
Bank of America
5
Bank of America
North Carolina
$28.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.9M
2
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$7.6M
3
Jane Street
3
Jane Street
New York
$0
4
CAM
4
Capstone Asset Management
Texas
$1.83M
5
RCM
5
Riverhead Capital Management
Delaware
$193K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.4M 382,400 +45,217 +13%
PPA
2
Parametric Portfolio Associates
Washington
$22.2M 299,525 +8,602 +3%
TAM
3
Todd Asset Management
Kentucky
$21M 282,529 -1,054 -0.4%
ClearBridge Investments
4
ClearBridge Investments
New York
$18.1M 243,864 +145 +0.1%
Wells Fargo
5
Wells Fargo
California
$15.5M 209,381 +14,382 +7%
EGA
6
Eagle Global Advisors
Texas
$14.4M 193,761 -24,985 -11%
RG
7
Renaissance Group
Kentucky
$14.3M 192,696 +4,790 +3%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$13.9M 187,800 – –
AG
9
Aperio Group
California
$11.6M 155,892 +462 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$9.9M 133,550 -248,563 -65%
Northern Trust
11
Northern Trust
Illinois
$9.75M 131,536 +2,068 +2%
Aristotle Capital Management
12
Aristotle Capital Management
California
$8.18M 110,257 +4,828 +5%
Invesco
13
Invesco
Georgia
$7.97M 107,478 +52,884 +97%
HJGA
14
Hardman Johnston Global Advisors
Connecticut
$7.6M 102,416 -212,140 -67%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$4.92M 66,375 -15,470 -19%
US Bancorp
16
US Bancorp
Minnesota
$4.52M 60,984 +18,950 +45%
CGT
17
Capital Guardian Trust
California
$3.79M 51,080 +51,080 New
DPIM
18
Duff & Phelps Investment Management
Illinois
$3.75M 50,590 +50,590 New
Goldman Sachs
19
Goldman Sachs
New York
$3.57M 48,112 +10,772 +29%
GC
20
Gratry & Company
Ohio
$3.54M 47,668 +47,668 New
SB
21
Suntrust Banks
Georgia
$3.3M 44,521 +44,521 New
SI
22
Scout Investments
Missouri
$3.14M 42,286 -7,830 -16%
WIS
23
Wright Investors Service
Connecticut
$3.02M 40,655 -300 -0.7%
CCMG
24
Clark Capital Management Group
Pennsylvania
$2.71M 36,601 +36,601 New
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$2.68M 36,100 +36,100 New
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