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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
1
Aperio Group
California
$27.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$43.9M
3
UBS AM
3
UBS AM
Illinois
$4.61M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$3.63M
5
Morgan Stanley
5
Morgan Stanley
New York
$37.5M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$452K
2
William Blair & Company
2
William Blair & Company
Illinois
$0
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$68K
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$2.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$43.9M 586,105 +86,831 +17%
Morgan Stanley
2
Morgan Stanley
New York
$37.5M 501,133 +41,044 +9%
AG
3
Aperio Group
California
$27.7M 370,063 +97,650 +36%
Northern Trust
4
Northern Trust
Illinois
$22.2M 297,068 +28,518 +11%
TAM
5
Todd Asset Management
Kentucky
$20M 267,232 +3,800 +1%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M 169,100 – –
EGA
7
Eagle Global Advisors
Texas
$9.74M 130,081 -15,556 -11%
Bank of America
8
Bank of America
North Carolina
$9.18M 122,587 +3,914 +3%
Aristotle Capital Management
9
Aristotle Capital Management
California
$7.83M 104,604 +6,105 +6%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$6.54M 87,282 +8,311 +11%
Goldman Sachs
11
Goldman Sachs
New York
$6.38M 85,140 +34,119 +67%
UBS AM
12
UBS AM
Illinois
$4.61M 61,588 +54,380 +754%
MWNA
13
Marshall Wace North America
New York
$4.26M 56,850 +31,428 +124%
SI
14
Scout Investments
Missouri
$4.18M 55,821 +13,330 +31%
Stifel Financial
15
Stifel Financial
Missouri
$3.65M 48,912 +1,493 +3%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$3.63M 48,519 +48,519 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.37M 44,959 +4,724 +12%
Wells Fargo
18
Wells Fargo
California
$3.28M 43,735 +5,297 +14%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$3.07M 40,966 -183 -0.4%
NAM
20
NorthCoast Asset Management
Connecticut
$2.97M 39,526 +16,077 +69%
Marshall Wace
21
Marshall Wace
United Kingdom
$2.72M 36,308 -35,648 -50%
HJIM
22
Henry James International Management
New York
$2.41M 32,174 – –
DPIM
23
Duff & Phelps Investment Management
Illinois
$2.1M 28,014 -46,538 -62%
NGA
24
Naples Global Advisors
Florida
$1.99M 26,590 -250 -0.9%
CGH
25
Crossmark Global Holdings
Texas
$1.95M 26,096 -1,408 -5%
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