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ORIX
IX

Overview Fund Activity

138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.4M
2
Jane Street
2
Jane Street
New York
$3.68M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M
4
TAM
4
Todd Asset Management
Kentucky
$25.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$37.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$2.25M
2
PGAM
2
Princeton Global Asset Management
New Jersey
$0
3
Wells Fargo
3
Wells Fargo
California
$20.7M
4
SGI
4
Summit Global Investments
Utah
$1.43M
5
GC
5
Guggenheim Capital
Illinois
$423K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.4M 1,038,200 +594,991 +134%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.1M 440,986 +13,275 +3%
BlackRock
3
BlackRock
New York
$31.1M 369,650 +6,629 +2%
TAM
4
Todd Asset Management
Kentucky
$25.8M 307,003 +13,959 +5%
Wells Fargo
5
Wells Fargo
California
$20.7M 245,985 -8,173 -3%
Northern Trust
6
Northern Trust
Illinois
$11M 130,529 -4,658 -3%
Bank of America
7
Bank of America
North Carolina
$8.68M 103,086 -4,853 -4%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$8.48M 100,755 +7,023 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.98M 94,838 +5,186 +6%
EGA
10
Eagle Global Advisors
Texas
$6.66M 79,090 +4,972 +7%
BCAM
11
Boston Common Asset Management
Massachusetts
$6.1M 72,532 +11,208 +18%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.19M 61,621 +3,782 +7%
HJIM
13
Henry James International Management
New York
$4.64M 55,129 +4 +0%
US Bancorp
14
US Bancorp
Minnesota
$4.37M 51,873 +5,156 +11%
Goldman Sachs
15
Goldman Sachs
New York
$3.88M 46,118 +173 +0.4%
Jane Street
16
Jane Street
New York
$3.68M 43,724 +43,724 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.94M 34,946 -510 -1%
GHAM
18
Gilman Hill Asset Management
Connecticut
$2.57M 30,506 +5,297 +21%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$2.42M 28,725 +6,250 +28%
State Street
20
State Street
Massachusetts
$2.25M 26,752 -45,035 -63%
American Century Companies
21
American Century Companies
Missouri
$2.23M 26,510 +4,516 +21%
CGH
22
Crossmark Global Holdings
Texas
$1.74M 20,712 +104 +0.5%
WA
23
Wambolt & Associates
Colorado
$1.66M 19,700 +900 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$1.63M 19,384 +6,525 +51%
NGA
25
Naples Global Advisors
Florida
$1.62M 19,235 -100 -0.5%
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