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ORIX
IX

Overview Fund Activity

134 hedge funds and large institutions have $396M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$44.1M
2
QCM
2
QRG Capital Management
Illinois
$4.61M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$5.21M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M
3
BlackRock
3
BlackRock
New York
$21M
4
Millennium Management
4
Millennium Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.6M 986,487 -154,702 -14%
Bank of America
2
Bank of America
North Carolina
$44.1M 469,714 +194,090 +70%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.2M 439,129 +17,700 +4%
Wells Fargo
4
Wells Fargo
California
$30.5M 324,982 +584 +0.2%
TAM
5
Todd Asset Management
Kentucky
$26.8M 285,888 -2,948 -1%
BlackRock
6
BlackRock
New York
$21M 223,833 -20,177 -8%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14M 149,340 – –
Northern Trust
8
Northern Trust
Illinois
$12.2M 130,169 +517 +0.4%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$7.64M 81,404 -3,422 -4%
EGA
10
Eagle Global Advisors
Texas
$7.37M 78,479 +2,000 +3%
American Century Companies
11
American Century Companies
Missouri
$6.44M 68,564 +3,854 +6%
BCAM
12
Boston Common Asset Management
Massachusetts
$5.69M 60,595 -1,572 -3%
HJIM
13
Henry James International Management
New York
$5.54M 58,963 +5 +0%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$5.21M 55,499 +10,166 +22%
QCM
15
QRG Capital Management
Illinois
$4.61M 49,126 +49,126 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.45M 47,400 +47,400 New
Goldman Sachs
17
Goldman Sachs
New York
$4.21M 44,862 -7 -0%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.63M 38,693 +2,574 +7%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.02M 32,180 +64 +0.2%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$2.92M 31,082 +2,632 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.87M 30,575 -31,419 -51%
WA
22
Wambolt & Associates
Colorado
$1.91M 20,723 +836 +4%
CGH
23
Crossmark Global Holdings
Texas
$1.84M 19,764 -512 -3%
NGA
24
Naples Global Advisors
Florida
$1.69M 17,758 -400 -2%
FTDI
25
First Trust Direct Indexing
Massachusetts
$1.6M 17,001 -270 -2%
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