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ORIX
IX

Overview Fund Activity

123 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$45M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$5.74M
3
State Street
3
State Street
Massachusetts
$6.56M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
AG
5
Aperio Group
California
$30M

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$766K
2
UBS AM
2
UBS AM
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$195K
4
Stifel Financial
4
Stifel Financial
Missouri
$0
5
Citigroup
5
Citigroup
New York
$707K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$45M 582,492 +75,557 +15%
Morgan Stanley
2
Morgan Stanley
New York
$40M 517,643 +931 +0.2%
AG
3
Aperio Group
California
$30M 388,273 +29,866 +8%
Wells Fargo
4
Wells Fargo
California
$22.3M 288,064 +3,484 +1%
TAM
5
Todd Asset Management
Kentucky
$21.6M 278,888 +6,560 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$20.1M 259,837 +42,426 +20%
Northern Trust
7
Northern Trust
Illinois
$18.7M 241,457 -3,971 -2%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$13.1M 169,100 – –
Bank of America
9
Bank of America
North Carolina
$8.84M 114,283 -4,464 -4%
State Street
10
State Street
Massachusetts
$6.56M 84,881 +54,959 +184%
FWCM
11
Ferguson Wellman Capital Management
Oregon
$5.74M 74,179 +74,179 New
EGA
12
Eagle Global Advisors
Texas
$4.91M 63,484 -1,154 -2%
HJIM
13
Henry James International Management
New York
$4.77M 61,659 +7,200 +13%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$3.93M 50,767 -3 -0%
SI
15
Scout Investments
Missouri
$3.82M 49,420 -10,767 -18%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.58M 46,281 +4,635 +11%
Goldman Sachs
17
Goldman Sachs
New York
$3.33M 43,078 -923 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.64M 34,175 -3,268 -9%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$2.61M 33,768 +6,904 +26%
BCAM
20
Boston Common Asset Management
Massachusetts
$2.42M 31,228 +7,766 +33%
SGA
21
Strategic Global Advisors
California
$2M 25,897 +2,235 +9%
CGH
22
Crossmark Global Holdings
Texas
$1.92M 24,783 -860 -3%
US Bancorp
23
US Bancorp
Minnesota
$1.78M 23,004 +6,842 +42%
SGI
24
Summit Global Investments
Utah
$1.65M 21,366 +3,681 +21%
NGA
25
Naples Global Advisors
Florida
$1.53M 19,735 -850 -4%
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