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ORIX
IX

Overview Fund Activity

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
Bank of America
3
Bank of America
North Carolina
$6.96M
4
State Street
4
State Street
Massachusetts
$1.78M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$18.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.8M
2
CGH
2
Crossmark Global Holdings
Texas
$1.62M
3
PPA
3
Parametric Portfolio Associates
Washington
$33.5M
4
AG
4
Aperio Group
California
$21.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$33.5M 543,378 -89,060 -14%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M 499,495 -200,677 -29%
AG
3
Aperio Group
California
$21.6M 349,906 -38,308 -10%
Aristotle Capital Management
4
Aristotle Capital Management
California
$18.6M 301,954 +13,920 +5%
Wells Fargo
5
Wells Fargo
California
$16.9M 274,562 +243,173 +775%
TAM
6
Todd Asset Management
Kentucky
$16.7M 270,501 +1,463 +0.5%
Northern Trust
7
Northern Trust
Illinois
$14.7M 239,116 -36,799 -13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.8M 176,070 +33,201 +23%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$10.4M 169,100 – –
Bank of America
10
Bank of America
North Carolina
$6.96M 112,929 +29,231 +35%
EGA
11
Eagle Global Advisors
Texas
$4.01M 65,048 -1,592 -2%
HJIM
12
Henry James International Management
New York
$3.36M 54,480 +1 +0%
SI
13
Scout Investments
Missouri
$3.13M 50,806 +2,286 +5%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$3M 48,716 -57 -0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.61M 42,422 -9,560 -18%
Stifel Financial
16
Stifel Financial
Missouri
$2.39M 38,738 -10,983 -22%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.93M 32,192 +4,811 +18%
Goldman Sachs
18
Goldman Sachs
New York
$1.9M 30,917 -35,250 -53%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.84M 29,800 -31,800 -52%
US Bancorp
20
US Bancorp
Minnesota
$1.83M 29,676 -10,482 -26%
Citigroup
21
Citigroup
New York
$1.79M 29,058 -6,458 -18%
State Street
22
State Street
Massachusetts
$1.78M 28,813 +20,177 +234%
CGH
23
Crossmark Global Holdings
Texas
$1.62M 26,260 -134,889 -84%
SGA
24
Strategic Global Advisors
California
$1.47M 23,823 +12,596 +112%
NGA
25
Naples Global Advisors
Florida
$1.34M 21,710 -900 -4%
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