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ORIX
IX

Overview Fund Activity

188 hedge funds and large institutions have $511M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+15
Holders Change %
+8.67%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81M
2
Northern Trust
2
Northern Trust
Illinois
$22.7M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.38M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.85M

Top Sellers

1
FTDI
1
First Trust Direct Indexing
Massachusetts
$0
2
Wells Fargo
2
Wells Fargo
California
$16.8M
3
VA
3
Vident Advisory
Georgia
$0
4
CAM
4
Cresset Asset Management
Illinois
$0
5
AssetMark Inc
5
AssetMark Inc
California
$628K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 1,022,868 -6,354 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81M 762,757 +115,068 +18%
Bank of America
3
Bank of America
North Carolina
$45.1M 424,770 +5,301 +1%
TAM
4
Todd Asset Management
Kentucky
$36.8M 346,220 +2,224 +0.6%
Northern Trust
5
Northern Trust
Illinois
$22.7M 213,971 +82,529 +63%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$22.5M 211,780 +14,140 +7%
BlackRock
7
BlackRock
New York
$19.9M 187,591 -7,627 -4%
Wells Fargo
8
Wells Fargo
California
$16.8M 158,296 -17,619 -10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.73M 91,600 +44,200 +93%
American Century Companies
10
American Century Companies
Missouri
$9.04M 85,114 +1,064 +1%
EGA
11
Eagle Global Advisors
Texas
$8.57M 80,704 +2,505 +3%
HJIM
12
Henry James International Management
New York
$5.92M 55,773 +1,218 +2%
QCM
13
QRG Capital Management
Illinois
$5.8M 54,607 +1,178 +2%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$5.26M 49,471 -3,636 -7%
QCM
15
Quantinno Capital Management
New York
$4.82M 45,376 +10,176 +29%
BCAM
16
Boston Common Asset Management
Massachusetts
$4.79M 45,074 -3,445 -7%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$4.38M 41,283 +23,595 +133%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.23M 39,824 +294 +0.7%
GHAM
19
Gilman Hill Asset Management
Connecticut
$3.89M 36,590 +2,775 +8%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$3.74M 35,163 -4,271 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$3.64M 34,240 -10,204 -23%
CGH
22
Crossmark Global Holdings
Texas
$3.49M 32,806 +4,084 +14%
VPIM
23
Vanguard Personalized Indexing Management
California
$3.06M 28,780 +101 +0.4%
Charles Schwab
24
Charles Schwab
California
$2.96M 27,859 +1,650 +6%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$2.93M 27,548 -55 -0.2%
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