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ORIX
IX

Overview Fund Activity

173 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, 71 increasing their positions, 49 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% 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
71
Reduced
49
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.2M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.05M
3
CGH
3
Crossmark Global Holdings
Texas
$3.33M
4
VF
4
Virtu Financial
New York
$1.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
GAM
1
Groupama Asset Management
France
$0
2
Bank of America
2
Bank of America
North Carolina
$48.7M
3
Wells Fargo
3
Wells Fargo
California
$20.4M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCAM
5
Boston Common Asset Management
Massachusetts
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M 1,029,222 +7,794 +0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$75.2M 647,689 +58,178 +10%
Bank of America
3
Bank of America
North Carolina
$48.7M 419,469 -53,484 -11%
TAM
4
Todd Asset Management
Kentucky
$39.9M 343,996 -2,289 -0.7%
TRSOTSOK
5
Teachers Retirement System of the State of Kentucky
Kentucky
$22.9M 197,640 – –
BlackRock
6
BlackRock
New York
$22.7M 195,218 -3,173 -2%
Wells Fargo
7
Wells Fargo
California
$20.4M 175,915 -43,263 -20%
Northern Trust
8
Northern Trust
Illinois
$15.3M 131,442 -729 -0.6%
American Century Companies
9
American Century Companies
Missouri
$9.75M 84,050 -1,001 -1%
EGA
10
Eagle Global Advisors
Texas
$9.07M 78,199 -665 -0.8%
HJIM
11
Henry James International Management
New York
$6.33M 54,555 -6,025 -10%
QCM
12
QRG Capital Management
Illinois
$6.2M 53,429 +672 +1%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$5.95M 53,107 +1,747 +3%
BCAM
14
Boston Common Asset Management
Massachusetts
$5.63M 48,519 -7,442 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.5M 47,400 – –
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$4.6M 39,434 +1,532 +4%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$4.59M 39,530 +993 +3%
QCM
18
Quantinno Capital Management
New York
$4.09M 35,200 +5,868 +20%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.92M 33,815 +1,790 +6%
CGH
20
Crossmark Global Holdings
Texas
$3.33M 28,722 +9,839 +52%
VPIM
21
Vanguard Personalized Indexing Management
California
$3.33M 28,679 +4,723 +20%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.2M 27,603 -632 -2%
Charles Schwab
23
Charles Schwab
California
$3.04M 26,209 +2,984 +13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.98M 25,636 +471 +2%
SEI Investments
25
SEI Investments
Pennsylvania
$2.59M 22,348 +1,675 +8%
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