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147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

15% more capital invested

Capital invested by funds: $365M → $421M (+$56.3M)

11% more funds holding

Funds holding: 133147 (+14)

0.26% more ownership

Funds ownership: 1.5%1.76% (+0.26%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$59.9M +$290K +14,550 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$46M -$1.82M -91,210 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.9M +$3M +150,945 +8%
BlackRock
4
BlackRock
New York
$37.8M -$1.87M -93,915 -5%
TAM
5
Todd Asset Management
Kentucky
$24M +$3.46M +173,925 +17%
Wells Fargo
6
Wells Fargo
California
$20.8M -$1.67M -84,105 -8%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M +$3.49M +175,500 +32%
Northern Trust
8
Northern Trust
Illinois
$14M +$115K +5,785 +0.9%
CGH
9
Crossmark Global Holdings
Texas
$13.9M -$538K -27,045 -4%
Bank of America
10
Bank of America
North Carolina
$11.1M +$1.99M +100,190 +23%
OCAM
11
Onex Canada Asset Management
Ontario, Canada
$10.7M +$52.2M +2,620,405 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.9M +$3.6M +180,615 +70%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$7.31M +$1.43M +72,015 +25%
State Street
14
State Street
Massachusetts
$7.23M -$2.79M -140,385 -28%
EGA
15
Eagle Global Advisors
Texas
$7.08M +$23.1K +1,160 +0.3%
BCAM
16
Boston Common Asset Management
Massachusetts
$6.34M +$514K +25,800 +9%
HJIM
17
Henry James International Management
New York
$5.61M +$12K +605 +0.2%
Goldman Sachs
18
Goldman Sachs
New York
$4.51M +$281K +14,125 +7%
US Bancorp
19
US Bancorp
Minnesota
$4.3M +$514K +25,800 +14%
SI
20
Scout Investments
Missouri
$4.29M -$31.4K -1,575 -0.7%
N
21
Nuveen
North Carolina
$4.22M -$958K -48,135 -19%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.5M +$408K +20,495 +14%
SGA
23
Strategic Global Advisors
California
$3.49M -$2.31M -116,205 -75%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.16M +$1.13M +56,560 +57%
GHAM
25
Gilman Hill Asset Management
Connecticut
$2.42M +$78.8K +3,960 +3%