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ORIX
IX

Overview Fund Activity

148 hedge funds and large institutions have $401M invested in ORIX in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$28M
2
PPA
2
Parametric Portfolio Associates
Washington
$38.7M
3
Northern Trust
3
Northern Trust
Illinois
$23.6M
4
Millennium Management
4
Millennium Management
New York
$728K
5
William Blair & Company
5
William Blair & Company
Illinois
$5.84M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$7.25M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$916K
4
Morgan Stanley
4
Morgan Stanley
New York
$36.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$38.7M 477,068 +10,506 +2%
Bank of America
2
Bank of America
North Carolina
$37.6M 463,472 +4,199 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M 449,390 -21,026 -4%
ClearBridge Investments
4
ClearBridge Investments
New York
$28M 345,455 +19,987 +6%
Northern Trust
5
Northern Trust
Illinois
$23.6M 290,922 +9,021 +3%
AG
6
Aperio Group
California
$23.2M 285,911 +2,082 +0.7%
TAM
7
Todd Asset Management
Kentucky
$23.1M 285,464 +668 +0.2%
RG
8
Renaissance Group
Kentucky
$16.9M 209,075 -6,378 -3%
Wells Fargo
9
Wells Fargo
California
$16.5M 203,466 +1,866 +0.9%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$15.2M 187,800 – –
EGA
11
Eagle Global Advisors
Texas
$12.5M 154,327 -2,655 -2%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$8.27M 102,064 +5,260 +5%
Aristotle Capital Management
13
Aristotle Capital Management
California
$7.25M 89,517 -49,672 -36%
DPIM
14
Duff & Phelps Investment Management
Illinois
$6.54M 80,640 -1,530 -2%
US Bancorp
15
US Bancorp
Minnesota
$6.47M 79,775 -317 -0.4%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$6.35M 78,368 +279 +0.4%
William Blair & Company
17
William Blair & Company
Illinois
$5.84M 72,068 +8,082 +13%
Goldman Sachs
18
Goldman Sachs
New York
$5.19M 63,999 -8,285 -11%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$5.03M 62,011 -1,050 -2%
RJA
20
Raymond James & Associates
Florida
$4.64M 57,250 +6,167 +12%
UBS Group
21
UBS Group
Switzerland
$4.63M 57,182 -6,272 -10%
Stifel Financial
22
Stifel Financial
Missouri
$4.44M 54,756 -7 -0%
SI
23
Scout Investments
Missouri
$3.64M 44,918 +698 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.16M 38,995 +2,494 +7%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.77M 34,124 +275 +0.8%
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