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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.94M
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
PPA
4
Parametric Portfolio Associates
Washington
$49.4M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$19.1M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
NAM
2
NorthCoast Asset Management
Connecticut
$256K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.42M
4
Northern Trust
4
Northern Trust
Illinois
$23.6M
5
HJIM
5
Henry James International Management
New York
$4.54M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.1M 625,020 +51,365 +9%
PPA
2
Parametric Portfolio Associates
Washington
$49.4M 591,698 +18,618 +3%
AG
3
Aperio Group
California
$35.4M 424,945 +1,043 +0.2%
Northern Trust
4
Northern Trust
Illinois
$23.6M 282,567 -9,496 -3%
TAM
5
Todd Asset Management
Kentucky
$22.5M 269,489 +1,573 +0.6%
Aristotle Capital Management
6
Aristotle Capital Management
California
$19.1M 229,004 +17,799 +8%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14.1M 169,100 – –
CGH
8
Crossmark Global Holdings
Texas
$13.4M 160,417 +3,805 +2%
Bank of America
9
Bank of America
North Carolina
$12.6M 151,333 +26,575 +21%
Goldman Sachs
10
Goldman Sachs
New York
$6.09M 73,022 -1,115 -2%
EGA
11
Eagle Global Advisors
Texas
$5.74M 68,780 -5,541 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.94M 59,236 +30,685 +107%
HJIM
13
Henry James International Management
New York
$4.54M 54,479 -6,595 -11%
Stifel Financial
14
Stifel Financial
Missouri
$4.24M 50,813 +363 +0.7%
SI
15
Scout Investments
Missouri
$4.07M 48,772 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.07M 48,751 +7,714 +19%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$4.02M 48,238 +84 +0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.01M 48,100 +9,500 +25%
Wells Fargo
19
Wells Fargo
California
$3.47M 41,619 +92 +0.2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3.33M 39,968 -26 -0.1%
Citigroup
21
Citigroup
New York
$2.94M 35,274 +11,586 +49%
US Bancorp
22
US Bancorp
Minnesota
$2.6M 31,164 +6,935 +29%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.42M 29,009 -13,980 -33%
NGA
24
Naples Global Advisors
Florida
$2.1M 25,205 -1,310 -5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.08M 24,918 – –
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