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ORIX
IX

Overview Fund Activity

170 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+12
Holders Change %
+7.59%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$65.6M
2
TAM
2
Todd Asset Management
Kentucky
$38.5M
3
TRSOTSOK
3
Teachers Retirement System of the State of Kentucky
Kentucky
$22M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M
5
Morgan Stanley
5
Morgan Stanley
New York
$114M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$180M
2
OSAM
2
O'Shaughnessy Asset Management
Connecticut
$5.72M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$5.46M
4
Citadel Advisors
4
Citadel Advisors
Florida
$859K
5
BlackRock
5
BlackRock
New York
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1
Groupama Asset Management
France
$180M 50,736 -6,864 -12%
Morgan Stanley
2
Morgan Stanley
New York
$114M 1,021,428 +11,506 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.6M 589,511 +60,315 +11%
Bank of America
4
Bank of America
North Carolina
$52.6M 472,953 +2,915 +0.6%
TAM
5
Todd Asset Management
Kentucky
$38.5M 346,285 +39,853 +13%
Wells Fargo
6
Wells Fargo
California
$24.4M 219,178 -4,993 -2%
BlackRock
7
BlackRock
New York
$22.1M 198,391 -7,697 -4%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$22M 197,640 +22,000 +13%
Northern Trust
9
Northern Trust
Illinois
$14.7M 132,171 +498 +0.4%
American Century Companies
10
American Century Companies
Missouri
$9.47M 85,051 +4,782 +6%
EGA
11
Eagle Global Advisors
Texas
$8.78M 78,864 +605 +0.8%
HJIM
12
Henry James International Management
New York
$6.74M 60,580 +1,563 +3%
BCAM
13
Boston Common Asset Management
Massachusetts
$6.23M 55,961 -2,208 -4%
QCM
14
QRG Capital Management
Illinois
$5.87M 52,757 +858 +2%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$5.72M 51,360 -16,190 -24%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.46M 49,090 -9,232 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.28M 47,400 – –
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.29M 38,537 +3,381 +10%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4.22M 37,902 +190 +0.5%
GHAM
20
Gilman Hill Asset Management
Connecticut
$3.56M 32,025 -65 -0.2%
QCM
21
Quantinno Capital Management
New York
$3.26M 29,332 +7,201 +33%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.14M 28,235 +2,244 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.8M 25,165 -5,537 -18%
VPIM
24
Vanguard Personalized Indexing Management
California
$2.66M 23,956 +4,131 +21%
Charles Schwab
25
Charles Schwab
California
$2.58M 23,225 +4,854 +26%
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