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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
64
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$7.34M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.27M
3
PPA
3
Parametric Portfolio Associates
Washington
$39.6M
4
RJA
4
Raymond James & Associates
Florida
$6.84M
5
GC
5
Guardian Capital
Ontario, Canada
$2.24M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58M
2
Bank of America
2
Bank of America
North Carolina
$36.1M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$25.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$5.17M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.2M 458,570 +14,823 +3%
PPA
2
Parametric Portfolio Associates
Washington
$39.6M 440,236 +29,558 +7%
Bank of America
3
Bank of America
North Carolina
$36.1M 402,189 -31,095 -7%
TAM
4
Todd Asset Management
Kentucky
$25.5M 283,224 +12,187 +4%
ClearBridge Investments
5
ClearBridge Investments
New York
$25.2M 280,071 -20,500 -7%
Northern Trust
6
Northern Trust
Illinois
$24.1M 268,062 +11,486 +4%
AG
7
Aperio Group
California
$24M 267,126 +24,171 +10%
RG
8
Renaissance Group
Kentucky
$19.1M 212,485 +10,220 +5%
Wells Fargo
9
Wells Fargo
California
$17.6M 196,111 -3,342 -2%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$16.9M 187,800 – –
EGA
11
Eagle Global Advisors
Texas
$13.8M 153,040 -8,436 -5%
Aristotle Capital Management
12
Aristotle Capital Management
California
$12.3M 136,459 +159 +0.1%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$8.84M 98,327 +17,987 +22%
DPIM
14
Duff & Phelps Investment Management
Illinois
$7.36M 82,026 -1,106 -1%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$7.34M 81,697 +38,162 +88%
Goldman Sachs
16
Goldman Sachs
New York
$7.23M 80,397 +9,621 +14%
US Bancorp
17
US Bancorp
Minnesota
$7.05M 78,449 +4,623 +6%
RJA
18
Raymond James & Associates
Florida
$6.84M 76,083 +25,895 +52%
UBS Group
19
UBS Group
Switzerland
$5.69M 63,369 +281 +0.4%
William Blair & Company
20
William Blair & Company
Illinois
$5.26M 58,572 +2,916 +5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$5.17M 57,524 -10,648 -16%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.72M 52,500 -6,700 -11%
SBAM
23
Santa Barbara Asset Management
California
$4.12M 45,804 +1,911 +4%
SI
24
Scout Investments
Missouri
$4.08M 45,394 +501 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.27M 36,401 +36,401 New
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