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ORIX
IX

91 hedge funds and large institutions have $267M invested in ORIX in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

26% more capital invested

Capital invested by funds: $212M → $267M (+$54.6M)

6% more funds holding

Funds holding: 86 → 91 (+5)

0.05% more ownership

Funds ownership: 1.24% → 1.28% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
36
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWCM
Ferguson Wellman Capital Management
Oregon
+$3.65M
2
EGA
Eagle Global Advisors
Texas
+$3.53M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$2.18M
4
Aristotle Capital Management
Aristotle Capital Management
California
+$2.05M
5
PPA
Parametric Portfolio Associates
Washington
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
IG
ING Group
Netherlands
-$4.68M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.54M
3
PRC
Platte River Capital
Colorado
-$1.44M
4
CS
Credit Suisse
Switzerland
-$868K
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$2.71M +$223K +15,010 +10%
EVM
27
Eaton Vance Management
Massachusetts
$2.56M +$422K +28,365 +22%
PI
28
Placemark Investments
Illinois
$2.5M +$374K +25,155 +20%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$2.4M +$2.18M +146,495 New
WAM
30
World Asset Management
Michigan
$1.87M -$195K -13,120 -10%
Morgan Stanley
31
Morgan Stanley
New York
$1.8M +$203K +13,625 +14%
AIM
32
abrdn Investment Management
United Kingdom
$1.69M – – –
CIM
33
Calvert Investment Management
Maryland
$1.68M – – –
MCM
34
McKinley Capital Management
Alaska
$1.58M +$1.13M +76,225 +370%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.49M +$310K +20,810 +30%
CAM
36
Capstone Asset Management
Texas
$1.31M +$106K +7,100 +10%
U
37
UBS
Switzerland
$1.29M +$29.2K +1,965 +3%
Jane Street
38
Jane Street
New York
$1.26M +$1.15M +77,315 New
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.24M – – –
AT
40
Arden Trust
Delaware
$1.23M -$522K -35,090 -32%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.05M +$33K +2,220 +4%
Truist Financial
42
Truist Financial
North Carolina
$1.02M -$2.98K -200 -0.3%
AllianceBernstein
43
AllianceBernstein
Tennessee
$992K -$320K -21,540 -26%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$751K +$105K +7,035 +18%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$589K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$562K +$112K +7,525 +28%
BCAM
47
Boston Common Asset Management
Massachusetts
$554K -$78.8K -5,300 -14%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$545K +$9.97K +670 +2%
IB
49
Intrust Bank
Kansas
$539K -$93.6K -6,295 -16%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$511K +$460K +30,905 +9,811%
1
2
3 4

IX Hedge Fund Activity: Q3 2013 in Review

91 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2013, worth a combined $267M — up 26% from $212M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IX positions and 4 closed out — a net gain of 7 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $3.65M. The largest seller was ING Group, cutting an estimated $4.68M.

  • 91 institutional investors held ORIX (IX) as of Q3 2013, up from 86 in Q2 2013.
  • Funds reported $267M of ORIX stock for Q3 2013, up 26% quarter-over-quarter.
  • 11 funds opened new ORIX positions in Q3 2013 and 4 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q3 2013 was Ferguson Wellman Capital Management, an estimated $3.65M added.
  • The largest ORIX seller in Q3 2013 was ING Group, an estimated $4.68M sold.

Based on aggregated 13F filings for Q3 2013.