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ORIX
IX

Overview Fund Activity

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$20.6M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$21.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$13.6M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$32.3M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$31.7M
2
US Bancorp
2
US Bancorp
Minnesota
$1.01M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.21M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.3M 516,712 +17,217 +3%
PPA
2
Parametric Portfolio Associates
Washington
$31.7M 506,935 -36,443 -7%
AG
3
Aperio Group
California
$22.4M 358,407 +8,501 +2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$21.7M 347,380 +45,426 +15%
UBS AM
5
UBS AM
Illinois
$20.6M 329,761 +329,761 New
Wells Fargo
6
Wells Fargo
California
$17.8M 284,580 +10,018 +4%
TAM
7
Todd Asset Management
Kentucky
$17M 272,328 +1,827 +0.7%
Northern Trust
8
Northern Trust
Illinois
$15.4M 245,428 +6,312 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.6M 217,411 +41,341 +23%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$10.6M 169,100 – –
Bank of America
11
Bank of America
North Carolina
$7.43M 118,747 +5,818 +5%
EGA
12
Eagle Global Advisors
Texas
$4.04M 64,638 -410 -0.6%
SI
13
Scout Investments
Missouri
$3.77M 60,187 +9,381 +18%
HJIM
14
Henry James International Management
New York
$3.41M 54,459 -21 -0%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$3.18M 50,770 +2,054 +4%
Goldman Sachs
16
Goldman Sachs
New York
$2.75M 44,001 +13,084 +42%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.61M 41,646 +22,992 +123%
Stifel Financial
18
Stifel Financial
Missouri
$2.36M 37,734 -1,004 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.34M 37,443 -4,979 -12%
Citigroup
20
Citigroup
New York
$2.08M 33,192 +4,134 +14%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2M 30,855 -1,337 -4%
State Street
22
State Street
Massachusetts
$1.87M 29,922 +1,109 +4%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$1.68M 26,864 +9,385 +54%
CGH
24
Crossmark Global Holdings
Texas
$1.6M 25,643 -617 -2%
SGA
25
Strategic Global Advisors
California
$1.48M 23,662 -161 -0.7%
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