We are live on ! Find out more

129 hedge funds and large institutions have $346M invested in ORIX in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $344M → $346M (+$1.73M)

0.09% more ownership

Funds ownership: 1.67%1.76% (+0.09%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

4% less funds holding

Funds holding: 135129 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
46
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.4M +$1.51M +97,090 +6%
PPA
2
Parametric Portfolio Associates
Washington
$24.5M +$881K +56,855 +4%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M +$12.2M +787,595 +94%
HJGA
4
Hardman Johnston Global Advisors
Connecticut
$23.3M -$238K -15,350 -1%
TAM
5
Todd Asset Management
Kentucky
$20.9M -$67.3K -4,340 -0.3%
Northern Trust
6
Northern Trust
Illinois
$18.7M +$328K +21,160 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$18.3M +$226K +14,555 +1%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$14M
RG
9
Renaissance Group
Kentucky
$13.8M -$543K -35,040 -4%
AG
10
Aperio Group
California
$12.3M +$1.29M +82,995 +11%
EGA
11
Eagle Global Advisors
Texas
$12.1M -$712K -45,955 -5%
Wells Fargo
12
Wells Fargo
California
$12.1M -$627K -40,455 -5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$11.8M +$12.3M +793,450 New
Aristotle Capital Management
14
Aristotle Capital Management
California
$8.84M +$733K +47,260 +9%
DPIM
15
Duff & Phelps Investment Management
Illinois
$5.94M -$101K -6,520 -2%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.23M -$380K -24,515 -7%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$5.17M +$181K +11,660 +3%
US Bancorp
18
US Bancorp
Minnesota
$5.1M +$336K +21,690 +7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$4.92M -$52.4K -3,380 -1%
Goldman Sachs
20
Goldman Sachs
New York
$3.9M +$4.88K +315 +0.1%
William Blair & Company
21
William Blair & Company
Illinois
$3.67M +$3.11M +200,815 +434%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$3.23M +$224K +14,475 +7%
SI
23
Scout Investments
Missouri
$2.87M +$63.9K +4,120 +2%
SB
24
Suntrust Banks
Georgia
$2.76M -$407K -26,225 -12%
SBAM
25
Santa Barbara Asset Management
California
$2.55M +$403K +26,020 +18%