128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
52
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 1,141,189 +32,827 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.4M 421,429 +15,868 +4%
Wells Fargo
3
Wells Fargo
California
$29.6M 324,398 -641 -0.2%
TAM
4
Todd Asset Management
Kentucky
$26.3M 288,836 +46,191 +19%
Bank of America
5
Bank of America
North Carolina
$25.1M 275,624 +184,768 +203%
BlackRock
6
BlackRock
New York
$22.3M 244,010 -14,965 -6%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M 149,340 +23,000 +18%
Northern Trust
8
Northern Trust
Illinois
$11.8M 129,652 +6,007 +5%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$7.74M 84,826 +2,878 +4%
EGA
10
Eagle Global Advisors
Texas
$6.98M 76,479 -1,384 -2%
American Century Companies
11
American Century Companies
Missouri
$5.9M 64,710 +7,544 +13%
BCAM
12
Boston Common Asset Management
Massachusetts
$5.67M 62,167 +1,346 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.65M 61,994 -245,043 -80%
HJIM
14
Henry James International Management
New York
$5.38M 58,958 +3,829 +7%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.14M 45,333 -4,858 -10%
Goldman Sachs
16
Goldman Sachs
New York
$4.09M 44,869 +1,307 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$3.29M 36,119 +1,612 +5%
GHAM
18
Gilman Hill Asset Management
Connecticut
$2.93M 32,116 +1,345 +4%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$2.6M 28,450 +4,390 +18%
CGH
20
Crossmark Global Holdings
Texas
$1.96M 20,276 -553 -3%
WA
21
Wambolt & Associates
Colorado
$1.81M 19,887 +93 +0.5%
NGA
22
Naples Global Advisors
Florida
$1.66M 18,158 -405 -2%
AssetMark Inc
23
AssetMark Inc
California
$1.58M 17,358 +915 +6%
FTDI
24
First Trust Direct Indexing
Massachusetts
$1.58M 17,271 +764 +5%
RWM
25
Ritholtz Wealth Management
New York
$1.49M 16,389 -980 -6%