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ORIX
IX

Overview Fund Activity

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.

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.27%
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
–

Top Buyers

1
OCAM
1
Onex Canada Asset Management
Ontario, Canada
$10.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.9M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
4
TAM
4
Todd Asset Management
Kentucky
$24M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$43.9M

Top Sellers

1
SGA
1
Strategic Global Advisors
California
$3.49M
2
State Street
2
State Street
Massachusetts
$7.23M
3
BlackRock
3
BlackRock
New York
$37.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$46M
5
Wells Fargo
5
Wells Fargo
California
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$59.9M 588,043 +2,910 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$46M 452,425 -18,242 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.9M 431,141 +30,189 +8%
BlackRock
4
BlackRock
New York
$37.8M 371,158 -18,783 -5%
TAM
5
Todd Asset Management
Kentucky
$24M 235,536 +34,785 +17%
Wells Fargo
6
Wells Fargo
California
$20.8M 204,832 -16,821 -8%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M 144,090 +35,100 +32%
Northern Trust
8
Northern Trust
Illinois
$14M 137,248 +1,157 +0.9%
CGH
9
Crossmark Global Holdings
Texas
$13.9M 136,632 -5,409 -4%
Bank of America
10
Bank of America
North Carolina
$11.1M 108,818 +20,038 +23%
OCAM
11
Onex Canada Asset Management
Ontario, Canada
$10.7M 524,081 +524,081 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.9M 87,439 +36,123 +70%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$7.31M 71,820 +14,403 +25%
State Street
14
State Street
Massachusetts
$7.23M 71,019 -28,077 -28%
EGA
15
Eagle Global Advisors
Texas
$7.08M 69,568 +232 +0.3%
BCAM
16
Boston Common Asset Management
Massachusetts
$6.34M 62,306 +5,160 +9%
HJIM
17
Henry James International Management
New York
$5.61M 55,130 +121 +0.2%
Goldman Sachs
18
Goldman Sachs
New York
$4.51M 44,299 +2,825 +7%
US Bancorp
19
US Bancorp
Minnesota
$4.3M 42,268 +5,160 +14%
SI
20
Scout Investments
Missouri
$4.29M 42,174 -315 -0.7%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$4.22M 41,493 -9,627 -19%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.5M 34,377 +4,099 +14%
SGA
23
Strategic Global Advisors
California
$3.49M 7,658 -23,241 -75%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.16M 31,015 +11,312 +57%
GHAM
25
Gilman Hill Asset Management
Connecticut
$2.42M 23,724 +792 +3%
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