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ORIX
IX

Overview Fund Activity

158 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
158
Holders Change
+8
Holders Change %
+5.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
64
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$58.3M
2
TRSOTSOK
2
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M
3
TAM
3
Todd Asset Management
Kentucky
$33.8M
4
BCM
4
BTC Capital Management
Iowa
$1.64M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.86M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.47M
4
BlackRock
4
BlackRock
New York
$22.7M
5
XC
5
XY Capital
Hong Kong
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M 1,009,922 -969,670 -49%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$58.3M 529,196 +82,329 +18%
Bank of America
3
Bank of America
North Carolina
$51.8M 470,038 +8,545 +2%
TAM
4
Todd Asset Management
Kentucky
$33.8M 306,432 +26,536 +9%
Wells Fargo
5
Wells Fargo
California
$24.7M 224,171 -102,619 -31%
BlackRock
6
BlackRock
New York
$22.7M 206,088 -10,266 -5%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$19.4M 175,640 +30,400 +21%
Northern Trust
8
Northern Trust
Illinois
$14.5M 131,673 +2,839 +2%
American Century Companies
9
American Century Companies
Missouri
$8.85M 80,269 +5,155 +7%
EGA
10
Eagle Global Advisors
Texas
$8.62M 78,259 -30 -0%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$7.44M 67,550 -4,382 -6%
HJIM
12
Henry James International Management
New York
$6.5M 59,017 +54 +0.1%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$6.43M 58,322 -3,139 -5%
BCAM
14
Boston Common Asset Management
Massachusetts
$6.41M 58,169 +3,361 +6%
QCM
15
QRG Capital Management
Illinois
$5.72M 51,899 +2,444 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.22M 47,400 – –
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$4.16M 37,712 +204 +0.5%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$3.87M 35,156 +884 +3%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.54M 32,090 +2,140 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.38M 30,702 -1,215 -4%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$2.86M 25,991 +11,451 +79%
PAM
22
Paradigm Asset Management
New York
$2.66M 24,100 +8,200 +52%
QCM
23
Quantinno Capital Management
New York
$2.44M 22,131 +4,936 +29%
VPIM
24
Vanguard Personalized Indexing Management
California
$2.18M 19,825 +7,323 +59%
SEI Investments
25
SEI Investments
Pennsylvania
$2.15M 19,473 +3,484 +22%
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