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ORIX
IX

Overview Fund Activity

130 hedge funds and large institutions have $270M invested in ORIX in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 41 closing their positions.

Holders
130
Holders Change
-25
Holders Change %
-16.13%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
37
Reduced
55
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$5.68M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$5.17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$2.66M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.73M
5
NAM
5
NorthCoast Asset Management
Connecticut
$1.69M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$8.53M
3
RG
3
Renaissance Group
Kentucky
$0
4
Wells Fargo
4
Wells Fargo
California
$2.76M
5
PPA
5
Parametric Portfolio Associates
Washington
$35.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$35.9M 499,274 -54,576 -10%
Morgan Stanley
2
Morgan Stanley
New York
$33.1M 460,089 +8,635 +2%
AG
3
Aperio Group
California
$19.6M 272,413 -20,784 -7%
Northern Trust
4
Northern Trust
Illinois
$19.3M 268,550 -30,678 -10%
TAM
5
Todd Asset Management
Kentucky
$18.9M 263,432 -33,393 -11%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M 169,100 -18,700 -10%
EGA
7
Eagle Global Advisors
Texas
$10.5M 145,637 -468 -0.3%
Bank of America
8
Bank of America
North Carolina
$8.53M 118,673 -210,478 -64%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$7.18M 99,824 -2,797 -3%
Aristotle Capital Management
10
Aristotle Capital Management
California
$7.08M 98,499 +14,110 +17%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$5.68M 78,971 +67,697 +600%
DPIM
12
Duff & Phelps Investment Management
Illinois
$5.36M 74,552 -4,310 -5%
Marshall Wace
13
Marshall Wace
United Kingdom
$5.17M 71,956 +41,262 +134%
William Blair & Company
14
William Blair & Company
Illinois
$4.38M 60,878 +4,897 +9%
US Bancorp
15
US Bancorp
Minnesota
$3.93M 54,610 -23,408 -30%
Goldman Sachs
16
Goldman Sachs
New York
$3.67M 51,021 -1,657 -3%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$3.6M 50,046 -4,615 -8%
SBAM
18
Santa Barbara Asset Management
California
$3.49M 48,569 +17,107 +54%
Stifel Financial
19
Stifel Financial
Missouri
$3.4M 47,419 -7,093 -13%
SI
20
Scout Investments
Missouri
$3.05M 42,491 +5,285 +14%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.96M 41,149 +7,918 +24%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.89M 40,235 -31,504 -44%
Wells Fargo
23
Wells Fargo
California
$2.76M 38,438 -150,450 -80%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.73M 38,000 +25,600 +206%
Deutsche Bank
25
Deutsche Bank
Germany
$2.66M 37,067 +28,065 +312%
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