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ORIX
IX

Overview Fund Activity

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.8M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$15.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.1M
4
AG
4
Aperio Group
California
$31.9M
5
HJIM
5
Henry James International Management
New York
$4.59M

Top Sellers

1
EGA
1
Eagle Global Advisors
Texas
$5.59M
2
MWNA
2
Marshall Wace North America
New York
$318K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$3.23M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
DPIM
5
Duff & Phelps Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.1M 573,655 +72,522 +14%
PPA
2
Parametric Portfolio Associates
Washington
$43.1M 573,080 -13,025 -2%
AG
3
Aperio Group
California
$31.9M 423,902 +53,839 +15%
Northern Trust
4
Northern Trust
Illinois
$21.9M 292,063 -5,005 -2%
TAM
5
Todd Asset Management
Kentucky
$20.1M 267,916 +684 +0.3%
Aristotle Capital Management
6
Aristotle Capital Management
California
$15.9M 211,205 +106,601 +102%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M 169,100 – –
CGH
8
Crossmark Global Holdings
Texas
$11.8M 156,612 +130,516 +500%
Bank of America
9
Bank of America
North Carolina
$9.38M 124,758 +2,171 +2%
UBS AM
10
UBS AM
Illinois
$6.77M 90,152 +28,564 +46%
EGA
11
Eagle Global Advisors
Texas
$5.59M 74,321 -55,760 -43%
Goldman Sachs
12
Goldman Sachs
New York
$5.57M 74,137 -11,003 -13%
HJIM
13
Henry James International Management
New York
$4.59M 61,074 +28,900 +90%
Stifel Financial
14
Stifel Financial
Missouri
$3.79M 50,450 +1,538 +3%
SI
15
Scout Investments
Missouri
$3.67M 48,772 -7,049 -13%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$3.62M 48,154 -365 -0.8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.23M 42,989 -44,293 -51%
Wells Fargo
18
Wells Fargo
California
$3.12M 41,527 -2,208 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.08M 41,037 -3,922 -9%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3.01M 39,994 -972 -2%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.9M 38,600 +17,232 +81%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2.15M 28,551 +27,772 +3,565%
NGA
23
Naples Global Advisors
Florida
$1.99M 26,515 -75 -0.3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$1.87M 24,918 – –
US Bancorp
25
US Bancorp
Minnesota
$1.82M 24,229 +1,764 +8%
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