We are live on ! Find out more

174 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$916K +38,970 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$75.2M +$6.84M +290,890 +10%
Bank of America
3
Bank of America
North Carolina
$48.7M -$6.28M -267,420 -11%
TAM
4
Todd Asset Management
Kentucky
$39.9M -$269K -11,445 -0.7%
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$22.9M
BlackRock
6
BlackRock
New York
$22.7M -$373K -15,865 -2%
Wells Fargo
7
Wells Fargo
California
$20.4M -$5.08M -216,315 -20%
Northern Trust
8
Northern Trust
Illinois
$15.3M -$85.7K -3,645 -0.6%
American Century Companies
9
American Century Companies
Missouri
$9.75M -$118K -5,005 -1%
EGA
10
Eagle Global Advisors
Texas
$9.07M -$78.1K -3,325 -0.8%
HJIM
11
Henry James International Management
New York
$6.33M -$708K -30,125 -10%
QCM
12
QRG Capital Management
Illinois
$6.2M +$79K +3,360 +1%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$5.95M +$205K +8,735 +3%
BCAM
14
Boston Common Asset Management
Massachusetts
$5.63M -$875K -37,210 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.5M
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$4.6M +$180K +7,660 +4%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$4.59M +$117K +4,965 +3%
QCM
18
Quantinno Capital Management
New York
$4.09M +$690K +29,340 +20%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.92M +$210K +8,950 +6%
CGH
20
Crossmark Global Holdings
Texas
$3.33M +$1.16M +49,195 +52%
VPIM
21
Vanguard Personalized Indexing Management
California
$3.33M +$555K +23,615 +20%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.2M -$74.3K -3,160 -2%
Charles Schwab
23
Charles Schwab
California
$3.04M +$351K +14,920 +13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.98M +$55.3K +2,355 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$2.59M +$197K +8,375 +8%