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ORIX
IX

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $267M → $311M (+$43.9M)

2% more funds holding

Funds holding: 91 → 93 (+2)

0.01% less ownership

Funds ownership: 1.28% → 1.27% (-0.01%)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$8.62M
2
GC
Gratry & Company
Ohio
+$8.12M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$5.05M
4
SB
Suntrust Banks
Georgia
+$2.83M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.26M

Top Sellers

1
IG
ING Group
Netherlands
-$5.97M
2
AG
Aperio Group
California
-$5.53M
3
EGA
Eagle Global Advisors
Texas
-$3.68M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$2.13M
5
PPA
Parametric Portfolio Associates
Washington
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.39M +$356K +20,800 +12%
William Blair & Company
27
William Blair & Company
Illinois
$3.38M -$589K -34,415 -15%
SB
28
Suntrust Banks
Georgia
$2.94M +$2.83M +165,335 New
Comerica Bank
29
Comerica Bank
Texas
$2.67M -$272K -15,895 -10%
Morgan Stanley
30
Morgan Stanley
New York
$2.53M +$548K +31,985 +29%
PI
31
Placemark Investments
Illinois
$2.37M -$335K -19,560 -13%
EVM
32
Eaton Vance Management
Massachusetts
$2.06M -$700K -40,880 -26%
MCM
33
McKinley Capital Management
Alaska
$2.02M +$282K +16,470 +17%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.66M +$806K +47,075 +103%
WAM
35
World Asset Management
Michigan
$1.6M -$423K -24,685 -22%
CAM
36
Capstone Asset Management
Texas
$1.56M +$127K +7,400 +9%
U
37
UBS
Switzerland
$1.52M +$118K +6,890 +9%
AT
38
Arden Trust
Delaware
$1.31M -$24.1K -1,405 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.25M -$353K -20,620 -23%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.22M +$75.7K +4,420 +7%
CIM
41
Calvert Investment Management
Maryland
$1.22M -$588K -34,340 -33%
WT
42
Wilmington Trust
Delaware
$1.13M +$1.08M +63,300 New
Truist Financial
43
Truist Financial
North Carolina
$1.06M -$43.6K -2,545 -4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.04M -$42.8K -2,500 -4%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.01M -$324K -18,895 -25%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$785K +$456K +26,645 +153%
NA
47
Navellier & Associates
Nevada
$653K +$119K +6,930 +23%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$641K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$640K +$80.1K +4,680 +15%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$587K -$4.88K -285 -0.9%
1
2
3 4 5

IX Hedge Fund Activity: Q4 2013 in Review

93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2013, worth a combined $311M — up 16% from $267M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IX positions and 11 closed out — a net gain of 3 holders — while 25 added to existing stakes and 37 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $8.62M. The largest seller was ING Group, exiting entirely with an estimated $5.97M sold.

  • 93 institutional investors held ORIX (IX) as of Q4 2013, up from 91 in Q3 2013.
  • Funds reported $311M of ORIX stock for Q4 2013, up 16% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q4 2013 and 11 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q4 2013 was abrdn Investment Management, an estimated $8.62M added.
  • The largest ORIX seller in Q4 2013 was ING Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2013.