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ORIX
IX

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$11.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
PPA
3
Parametric Portfolio Associates
Washington
$54.3M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$4.3M
5
Stifel Financial
5
Stifel Financial
Missouri
$852K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$20.8M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$9.23M
3
Northern Trust
3
Northern Trust
Illinois
$17.3M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
TAM
5
Todd Asset Management
Kentucky
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$54.3M 641,490 +32,303 +5%
Morgan Stanley
2
Morgan Stanley
New York
$40.7M 480,913 -15,202 -3%
BlackRock
3
BlackRock
New York
$33M 390,260 -9,750 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$31M 366,483 +65,600 +22%
Wells Fargo
5
Wells Fargo
California
$20.8M 245,096 -44,092 -15%
Northern Trust
6
Northern Trust
Illinois
$17.3M 204,428 -39,466 -16%
TAM
7
Todd Asset Management
Kentucky
$16.8M 198,671 -32,570 -14%
CGH
8
Crossmark Global Holdings
Texas
$11.5M 136,150 +115,164 +549%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$9.23M 108,990 -40,000 -27%
State Street
10
State Street
Massachusetts
$8.21M 96,975 +5,971 +7%
Bank of America
11
Bank of America
North Carolina
$7.71M 91,041 -26,561 -23%
EGA
12
Eagle Global Advisors
Texas
$5.88M 69,396 +6,867 +11%
HJIM
13
Henry James International Management
New York
$5.22M 61,659 – –
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$4.33M 51,127 +240 +0.5%
BCAM
15
Boston Common Asset Management
Massachusetts
$4.3M 50,760 +15,008 +42%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$4.21M 49,757 +5,832 +13%
SI
17
Scout Investments
Missouri
$3.93M 46,443 -2,219 -5%
Goldman Sachs
18
Goldman Sachs
New York
$3.7M 43,699 -1,574 -3%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$3.05M 35,983 -8,105 -18%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.93M 34,580 -454 -1%
SGA
21
Strategic Global Advisors
California
$2.62M 30,972 +5,008 +19%
US Bancorp
22
US Bancorp
Minnesota
$2.57M 30,386 +6,219 +26%
GHAM
23
Gilman Hill Asset Management
Connecticut
$1.81M 21,332 +65 +0.3%
SGI
24
Summit Global Investments
Utah
$1.74M 20,528 -1,178 -5%
NGA
25
Naples Global Advisors
Florida
$1.65M 19,535 – –
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