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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
2.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
38
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.94M
2
Morgan Stanley
Morgan Stanley
New York
+$4.44M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$3.49M
4
PPA
Parametric Portfolio Associates
Washington
+$2.41M
5
Jane Street
Jane Street
New York
+$2.32M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4M
2
AG
Aperio Group
California
-$2.17M
3
MWNA
Marshall Wace North America
New York
-$1.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$679K
5
UBS Group
UBS Group
Switzerland
-$633K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.4M +$4.44M +375,760 +12%
PPA
2
Parametric Portfolio Associates
Washington
$37.4M +$2.41M +203,700 +7%
AG
3
Aperio Group
California
$22.9M -$2.17M -183,655 -9%
Aristotle Capital Management
4
Aristotle Capital Management
California
$17M +$3.49M +295,150 +26%
Northern Trust
5
Northern Trust
Illinois
$16.3M -$393K -33,260 -2%
TAM
6
Todd Asset Management
Kentucky
$15.9M -$26.7K -2,255 -0.2%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$9.99M – – –
CGH
8
Crossmark Global Holdings
Texas
$9.52M +$43.3K +3,660 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$8.44M +$4.94M +418,165 +141%
Bank of America
10
Bank of America
North Carolina
$4.95M -$4M -338,175 -45%
EGA
11
Eagle Global Advisors
Texas
$3.94M -$126K -10,700 -3%
Goldman Sachs
12
Goldman Sachs
New York
$3.91M -$405K -34,275 -9%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.64M +$798K +67,500 +28%
HJIM
14
Henry James International Management
New York
$3.22M – – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.07M +$191K +16,155 +7%
Stifel Financial
16
Stifel Financial
Missouri
$2.95M -$64.8K -5,460 -2%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$2.88M +$31.6K +2,675 +1%
SI
18
Scout Investments
Missouri
$2.87M -$14.9K -1,260 -0.5%
US Bancorp
19
US Bancorp
Minnesota
$2.37M +$532K +44,970 +29%
Jane Street
20
Jane Street
New York
$2.32M +$2.32M +196,615 New
Citigroup
21
Citigroup
New York
$2.1M +$14.3K +1,210 +0.7%
Wells Fargo
22
Wells Fargo
California
$1.85M -$604K -51,150 -25%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.54M -$175K -14,800 -10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.48M -$679K -62,935 -31%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.42M -$51.7K -4,370 -4%
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