IX — ORIX-ADR

Ownership history in MARSHALL WACE, LLP  ·  8 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in ORIX-ADR (IX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2019 Q1)
Avg. % of fund
0.01%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 58,493 +26,870 +85.0% 0.00% $1.5M $26.12
2025 Q2 ADDED 31,623 +29,491 +1383.3% 0.00% $712K $22.52
2024 Q4 REDUCED 2,132 -3,349 -61.1% 0.00% $226K $20.84
2023 Q2 REDUCED 5,481 -906 -14.2% 0.00% $500K $17.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IX price (monthly, adj. close)

Other funds also holding IX

As of 2025 Q4 — sorted by position size

Henry James International Management Inc. 3Y 7Y 1.85% Ativo Capital Management LLC 3Y 7Y 1.31% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.04% Gilman Hill Asset Management, LLC 3Y 7Y 0.92% Lester Murray Antman dba SimplyRich 3Y 7Y 0.48% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.45% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.36% Plan A Wealth LLC 0.35% DGS Capital Management, LLC 3Y 0.28% Boston Common Asset Management, LLC 3Y 7Y 0.26%
← Back to MARSHALL WACE, LLP Holdings