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ORIX
IX

96 hedge funds and large institutions have $325M invested in ORIX in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

42% more capital invested

Capital invested by funds: $228M → $325M (+$96.9M)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 94 → 96 (+2)

0.42% more ownership

Funds ownership: 1.24% → 1.66% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$67.8M
2
MAA
Managed Account Advisors
New Jersey
+$8.08M
3
PPA
Parametric Portfolio Associates
Washington
+$4.04M
4
EGA
Eagle Global Advisors
Texas
+$3.84M
5
EA
Euclid Advisors
Connecticut
+$2.76M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.22M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.78M
3
Invesco
Invesco
Georgia
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$891K
5
Jane Street
Jane Street
New York
-$862K
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$2M +$569K +36,780 +38%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$1.99M -$388K -25,055 -16%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.69M +$568K +36,710 +48%
UBS Group
29
UBS Group
Switzerland
$1.52M +$233K +15,035 +17%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$1.36M +$338K +21,815 +32%
Bessemer Group
31
Bessemer Group
New Jersey
$1.32M -$198K -12,775 -13%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.3M -$38.2K -2,465 -3%
AssetMark Inc
33
AssetMark Inc
California
$1.25M +$182K +11,755 +16%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.18M +$23.6K +1,525 +2%
FA
35
FDx Advisors
Illinois
$1.08M +$449K +28,990 +67%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$1.01M -$891K -57,540 -46%
AllianceBernstein
37
AllianceBernstein
Tennessee
$1M -$248K -16,045 -19%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$972K -$78K -5,040 -7%
WAM
39
World Asset Management
Michigan
$940K -$63.8K -4,120 -6%
CIM
40
Calvert Investment Management
Maryland
$829K +$417K +26,935 +94%
Bank of America
41
Bank of America
North Carolina
$772K +$746K +48,185 +1,329%
RCM
42
Riverhead Capital Management
Delaware
$760K – – –
Citigroup
43
Citigroup
New York
$656K +$21.5K +1,390 +3%
Renaissance Technologies
44
Renaissance Technologies
New York
$635K -$809K -52,260 -55%
LNWWM
45
Laird Norton Wetherby Wealth Management
California
$559K +$8.05K +520 +1%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$536K – – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$499K -$46.5K -3,000 -8%
Ameriprise
48
Ameriprise
Minnesota
$492K +$84.7K +5,470 +20%
Deutsche Bank
49
Deutsche Bank
Germany
$413K -$92.2K -5,955 -18%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$384K +$1.78K +115 +0.4%
1
2
3 4 5

IX Hedge Fund Activity: Q2 2015 in Review

96 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2015, worth a combined $325M — up 42% from $228M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IX positions and 12 closed out — a net gain of 3 holders — while 46 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.8M. The largest seller was JP Morgan Chase, cutting an estimated $5.22M.

  • 96 institutional investors held ORIX (IX) as of Q2 2015, up from 94 in Q1 2015.
  • Funds reported $325M of ORIX stock for Q2 2015, up 42% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q2 2015 and 12 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q2 2015 was Morgan Stanley, an estimated $67.8M added.
  • The largest ORIX seller in Q2 2015 was JP Morgan Chase, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2015.