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ORIX
IX

Overview Fund Activity

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.6M
2
PPA
2
Parametric Portfolio Associates
Washington
$34.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.69M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$25.5M
5
AG
5
Aperio Group
California
$20.6M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$5.78M
2
Bank of America
2
Bank of America
North Carolina
$36.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.6M 443,747 +40,315 +10%
Bank of America
2
Bank of America
North Carolina
$36.7M 433,284 -45,633 -10%
PPA
3
Parametric Portfolio Associates
Washington
$34.8M 410,678 +37,665 +10%
ClearBridge Investments
4
ClearBridge Investments
New York
$25.5M 300,571 +26,852 +10%
TAM
5
Todd Asset Management
Kentucky
$23M 271,037 -8,566 -3%
Northern Trust
6
Northern Trust
Illinois
$21.8M 256,576 -1,239 -0.5%
AG
7
Aperio Group
California
$20.6M 242,955 +21,673 +10%
RG
8
Renaissance Group
Kentucky
$17.1M 202,265 +2,328 +1%
Wells Fargo
9
Wells Fargo
California
$16.9M 199,453 +8,682 +5%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$15.9M 187,800 – –
EGA
11
Eagle Global Advisors
Texas
$13.7M 161,476 -115 -0.1%
Aristotle Capital Management
12
Aristotle Capital Management
California
$11.6M 136,300 -2,473 -2%
DPIM
13
Duff & Phelps Investment Management
Illinois
$7.06M 83,132 -2,040 -2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$6.81M 80,340 +17,344 +28%
US Bancorp
15
US Bancorp
Minnesota
$6.26M 73,826 +1,656 +2%
Goldman Sachs
16
Goldman Sachs
New York
$6M 70,776 +3,243 +5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.78M 68,172 -92,356 -58%
UBS Group
18
UBS Group
Switzerland
$5.35M 63,088 +12,570 +25%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.02M 59,200 -11,800 -17%
William Blair & Company
20
William Blair & Company
Illinois
$4.72M 55,656 +6,275 +13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.69M 55,338 +37,530 +211%
RJA
22
Raymond James & Associates
Florida
$4.26M 50,188 +8,032 +19%
SI
23
Scout Investments
Missouri
$3.81M 44,893 +473 +1%
SBAM
24
Santa Barbara Asset Management
California
$3.72M 43,893 -2,103 -5%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$3.69M 43,535 +250 +0.6%
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