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ORIX
IX

Overview Fund Activity

150 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$185M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.7M
4
XC
4
XY Capital
Hong Kong
$624K
5
American Century Companies
5
American Century Companies
Missouri
$7.01M

Top Sellers

1
OSAM
1
O'Shaughnessy Asset Management
Connecticut
$6.72M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$43.1M
4
BlackRock
4
BlackRock
New York
$20.2M
5
TAM
5
Todd Asset Management
Kentucky
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$185M 1,979,592 +993,105 +101%
Bank of America
2
Bank of America
North Carolina
$43.1M 461,493 -8,221 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.7M 446,867 +7,738 +2%
Wells Fargo
4
Wells Fargo
California
$30.5M 326,790 +1,808 +0.6%
TAM
5
Todd Asset Management
Kentucky
$26.1M 279,896 -5,992 -2%
BlackRock
6
BlackRock
New York
$20.2M 216,354 -7,479 -3%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M 145,240 -4,100 -3%
Northern Trust
8
Northern Trust
Illinois
$12M 128,834 -1,335 -1%
EGA
9
Eagle Global Advisors
Texas
$7.31M 78,289 -190 -0.2%
American Century Companies
10
American Century Companies
Missouri
$7.01M 75,114 +6,550 +10%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$6.72M 71,932 -9,472 -12%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.74M 61,461 +5,962 +11%
HJIM
13
Henry James International Management
New York
$5.51M 58,963 – –
BCAM
14
Boston Common Asset Management
Massachusetts
$5.12M 54,808 -5,787 -10%
QCM
15
QRG Capital Management
Illinois
$4.62M 49,455 +329 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.43M 47,400 – –
Goldman Sachs
17
Goldman Sachs
New York
$4.15M 44,462 -400 -0.9%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.5M 37,508 -1,185 -3%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.2M 34,272 +3,190 +10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.98M 31,917 +1,342 +4%
GHAM
21
Gilman Hill Asset Management
Connecticut
$2.8M 29,950 -2,230 -7%
CGH
22
Crossmark Global Holdings
Texas
$1.96M 20,985 +1,221 +6%
WA
23
Wambolt & Associates
Colorado
$1.94M 20,779 +56 +0.3%
FTDI
24
First Trust Direct Indexing
Massachusetts
$1.81M 19,421 +2,420 +14%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.71M 18,310 +4,303 +31%
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