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ORIX
IX

Overview Fund Activity

125 hedge funds and large institutions have $377M invested in ORIX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
57
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$38.8M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$13M
3
CGH
3
Crossmark Global Holdings
Texas
$2.59M
4
PPA
4
Parametric Portfolio Associates
Washington
$30.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.75M

Top Sellers

1
HJGA
1
Hardman Johnston Global Advisors
Connecticut
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$229K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$934K
5
AB
5
AT Bancorp
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.8M 478,917 +100,901 +27%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M 403,432 +24,272 +6%
PPA
3
Parametric Portfolio Associates
Washington
$30.2M 373,013 +29,407 +9%
TAM
4
Todd Asset Management
Kentucky
$22.6M 279,603 -1,199 -0.4%
ClearBridge Investments
5
ClearBridge Investments
New York
$22.2M 273,719 +21,050 +8%
Northern Trust
6
Northern Trust
Illinois
$20.9M 257,815 +2,181 +0.9%
AG
7
Aperio Group
California
$17.9M 221,282 +16,675 +8%
RG
8
Renaissance Group
Kentucky
$16.2M 199,937 +6,874 +4%
Wells Fargo
9
Wells Fargo
California
$15.4M 190,771 +9,607 +5%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M 187,800 – –
EGA
11
Eagle Global Advisors
Texas
$13.1M 161,591 +1,490 +0.9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$13M 160,528 +32,111 +25%
Aristotle Capital Management
13
Aristotle Capital Management
California
$11.2M 138,773 -1,833 -1%
DPIM
14
Duff & Phelps Investment Management
Illinois
$6.9M 85,172 -2,214 -3%
US Bancorp
15
US Bancorp
Minnesota
$5.84M 72,170 +5,595 +8%
Renaissance Technologies
16
Renaissance Technologies
New York
$5.75M 71,000 +28,600 +67%
Goldman Sachs
17
Goldman Sachs
New York
$5.47M 67,533 +4,289 +7%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$5.1M 62,996 -883 -1%
UBS Group
19
UBS Group
Switzerland
$4.09M 50,518 -2,743 -5%
William Blair & Company
20
William Blair & Company
Illinois
$4M 49,381 -2,111 -4%
SBAM
21
Santa Barbara Asset Management
California
$3.72M 45,996 +12,396 +37%
SI
22
Scout Investments
Missouri
$3.6M 44,420 +2,858 +7%
FWCM
23
Ferguson Wellman Capital Management
Oregon
$3.5M 43,285 -455 -1%
RJA
24
Raymond James & Associates
Florida
$3.41M 42,156 +11,094 +36%
SB
25
Suntrust Banks
Georgia
$3M 37,057 +566 +2%
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