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ORIX
IX

Overview Fund Activity

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.86M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$1.86M
5
BFM
5
Boothbay Fund Management
New York
$1.26M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$12.9M
2
PPA
2
Parametric Portfolio Associates
Washington
$55.3M
3
Wells Fargo
3
Wells Fargo
California
$21M
4
Comerica Bank
4
Comerica Bank
Texas
$503K
5
Morgan Stanley
5
Morgan Stanley
New York
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$55.3M 585,133 -56,357 -9%
Morgan Stanley
2
Morgan Stanley
New York
$44.5M 470,667 -10,246 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$37.9M 400,952 +34,469 +9%
BlackRock
4
BlackRock
New York
$36.9M 389,941 -319 -0.1%
Wells Fargo
5
Wells Fargo
California
$21M 221,653 -23,443 -10%
TAM
6
Todd Asset Management
Kentucky
$19M 200,751 +2,080 +1%
CGH
7
Crossmark Global Holdings
Texas
$13.4M 142,041 +5,891 +4%
Northern Trust
8
Northern Trust
Illinois
$12.9M 136,091 -68,337 -33%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$10.3M 108,990 – –
State Street
10
State Street
Massachusetts
$9.37M 99,096 +2,121 +2%
Bank of America
11
Bank of America
North Carolina
$8.39M 88,780 -2,261 -2%
EGA
12
Eagle Global Advisors
Texas
$6.55M 69,336 -60 -0.1%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$5.43M 57,417 +7,660 +15%
BCAM
14
Boston Common Asset Management
Massachusetts
$5.4M 57,146 +6,386 +13%
HJIM
15
Henry James International Management
New York
$5.2M 55,009 -6,650 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.85M 51,316 +16,736 +48%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$4.83M 51,120 -7 -0%
SI
18
Scout Investments
Missouri
$4.02M 42,489 -3,954 -9%
Goldman Sachs
19
Goldman Sachs
New York
$3.92M 41,474 -2,225 -5%
US Bancorp
20
US Bancorp
Minnesota
$3.51M 37,108 +6,722 +22%
SGA
21
Strategic Global Advisors
California
$2.92M 30,899 -73 -0.2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$2.86M 30,278 +16,964 +127%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.53M 26,783 -9,200 -26%
GHAM
24
Gilman Hill Asset Management
Connecticut
$2.17M 22,932 +1,600 +8%
SGI
25
Summit Global Investments
Utah
$1.92M 20,296 -232 -1%
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