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ORIX
IX

Overview Fund Activity

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.85M
3
PAM
3
Paradigm Asset Management
New York
$1.22M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$746K
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$1.98M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M
3
BlackRock
3
BlackRock
New York
$21.3M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$6.73M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91M 1,108,362 +116,817 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M 405,561 -47,915 -11%
Wells Fargo
3
Wells Fargo
California
$26.7M 325,039 +1,718 +0.5%
BlackRock
4
BlackRock
New York
$21.3M 258,975 -13,650 -5%
TAM
5
Todd Asset Management
Kentucky
$19.9M 242,645 +3,604 +2%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$10.4M 126,340 – –
Northern Trust
7
Northern Trust
Illinois
$10.1M 123,645 +2,110 +2%
Bank of America
8
Bank of America
North Carolina
$7.46M 90,856 +2,416 +3%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$6.73M 81,948 -13,031 -14%
EGA
10
Eagle Global Advisors
Texas
$6.39M 77,863 -160 -0.2%
BCAM
11
Boston Common Asset Management
Massachusetts
$4.99M 60,821 -6,203 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.85M 307,037 +222,350 +263%
American Century Companies
13
American Century Companies
Missouri
$4.69M 57,166 +6,036 +12%
HJIM
14
Henry James International Management
New York
$4.52M 55,129 – –
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.12M 50,191 -9,370 -16%
Goldman Sachs
16
Goldman Sachs
New York
$3.58M 43,562 -513 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.83M 34,507 +1,356 +4%
GHAM
18
Gilman Hill Asset Management
Connecticut
$2.53M 30,771 +1,915 +7%
State Street
19
State Street
Massachusetts
$2.49M 30,378 -135 -0.4%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$1.98M 24,060 +6,991 +41%
CGH
21
Crossmark Global Holdings
Texas
$1.71M 20,829 +968 +5%
WA
22
Wambolt & Associates
Colorado
$1.65M 19,794 +467 +2%
NGA
23
Naples Global Advisors
Florida
$1.55M 18,563 -750 -4%
RWM
24
Ritholtz Wealth Management
New York
$1.43M 17,369 -4,609 -21%
FTDI
25
First Trust Direct Indexing
Massachusetts
$1.35M 16,507 +694 +4%
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