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ORIX
IX

Overview Fund Activity

125 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$33.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$25.5M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$3.1M
4
PPA
4
Parametric Portfolio Associates
Washington
$51.7M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$3.72M

Top Sellers

1
FWCM
1
Ferguson Wellman Capital Management
Oregon
$0
2
TAM
2
Todd Asset Management
Kentucky
$19.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.1M
4
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$51.7M 609,187 +26,695 +5%
Morgan Stanley
2
Morgan Stanley
New York
$42.1M 496,115 -21,528 -4%
BlackRock
3
BlackRock
New York
$33.9M 400,010 +399,935 +533,247%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$25.5M 300,883 +41,046 +16%
Wells Fargo
5
Wells Fargo
California
$24.5M 289,188 +1,124 +0.4%
Northern Trust
6
Northern Trust
Illinois
$20.7M 243,894 +2,437 +1%
TAM
7
Todd Asset Management
Kentucky
$19.6M 231,241 -47,647 -17%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$12.6M 148,990 -20,110 -12%
Bank of America
9
Bank of America
North Carolina
$9.97M 117,602 +3,319 +3%
State Street
10
State Street
Massachusetts
$7.72M 91,004 +6,123 +7%
EGA
11
Eagle Global Advisors
Texas
$5.3M 62,529 -955 -2%
HJIM
12
Henry James International Management
New York
$5.23M 61,659 – –
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$4.32M 50,887 +120 +0.2%
SI
14
Scout Investments
Missouri
$4.13M 48,662 -758 -2%
Goldman Sachs
15
Goldman Sachs
New York
$3.84M 45,273 +2,195 +5%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.74M 44,088 -2,193 -5%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$3.72M 43,925 +10,157 +30%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$3.1M 36,500 +36,500 New
BCAM
19
Boston Common Asset Management
Massachusetts
$3.03M 35,752 +4,524 +14%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.97M 35,034 +859 +3%
SGA
21
Strategic Global Advisors
California
$2.2M 25,964 +67 +0.3%
US Bancorp
22
US Bancorp
Minnesota
$2.05M 24,167 +1,163 +5%
SGI
23
Summit Global Investments
Utah
$1.84M 21,706 +340 +2%
GHAM
24
Gilman Hill Asset Management
Connecticut
$1.8M 21,267 +2,115 +11%
CGH
25
Crossmark Global Holdings
Texas
$1.78M 20,986 -3,797 -15%
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