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ORIX
IX

Overview Fund Activity

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.

Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
3.22%
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
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
William Blair & Company
3
William Blair & Company
Illinois
$3.67M
4
DWA
4
Dorsey Wright & Associates
California
$1.57M
5
Bank of America
5
Bank of America
North Carolina
$27.4M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Invesco
2
Invesco
Georgia
$917K
3
BCM
3
Bluefin Capital Management
New York
$0
4
GC
4
Gratry & Company
Ohio
$1.83M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$27.4M 369,217 +19,418 +6%
PPA
2
Parametric Portfolio Associates
Washington
$24.5M 329,753 +11,371 +4%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M 325,180 +157,519 +94%
HJGA
4
Hardman Johnston Global Advisors
Connecticut
$23.3M 312,936 -3,070 -1%
TAM
5
Todd Asset Management
Kentucky
$20.9M 280,944 -868 -0.3%
Northern Trust
6
Northern Trust
Illinois
$18.7M 251,456 +4,232 +2%
ClearBridge Investments
7
ClearBridge Investments
New York
$18.3M 246,792 +2,911 +1%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$14M 187,800 – –
RG
9
Renaissance Group
Kentucky
$13.8M 185,236 -7,008 -4%
AG
10
Aperio Group
California
$12.3M 166,144 +16,599 +11%
EGA
11
Eagle Global Advisors
Texas
$12.1M 162,876 -9,191 -5%
Wells Fargo
12
Wells Fargo
California
$12.1M 162,121 -8,091 -5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$11.8M 158,690 +158,690 New
Aristotle Capital Management
14
Aristotle Capital Management
California
$8.84M 118,921 +9,452 +9%
DPIM
15
Duff & Phelps Investment Management
Illinois
$5.94M 79,879 -1,304 -2%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.23M 70,305 -4,903 -7%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$5.17M 69,491 +2,332 +3%
US Bancorp
18
US Bancorp
Minnesota
$5.1M 68,602 +4,338 +7%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$4.92M 66,153 -676 -1%
Goldman Sachs
20
Goldman Sachs
New York
$3.9M 52,454 +63 +0.1%
William Blair & Company
21
William Blair & Company
Illinois
$3.67M 49,422 +40,163 +434%
FWCM
22
Ferguson Wellman Capital Management
Oregon
$3.23M 43,390 +2,895 +7%
SI
23
Scout Investments
Missouri
$2.87M 38,626 +824 +2%
SB
24
Suntrust Banks
Georgia
$2.76M 37,166 -5,245 -12%
SBAM
25
Santa Barbara Asset Management
California
$2.55M 33,813 +5,204 +18%
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