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ORIX
IX

129 hedge funds and large institutions have $346M invested in ORIX in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $344M → $346M (+$1.73M)

0.09% more ownership

Funds ownership: 1.67% → 1.76% (+0.09%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

4% less funds holding

Funds holding: 135 → 129 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
46
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$12.2M
3
William Blair & Company
William Blair & Company
Illinois
+$3.11M
4
DWA
Dorsey Wright & Associates
California
+$1.64M
5
Bank of America
Bank of America
North Carolina
+$1.51M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.58M
2
Invesco
Invesco
Georgia
-$3.6M
3
BCM
Bluefin Capital Management
New York
-$1.87M
4
GC
Gratry & Company
Ohio
-$1.32M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$2.46M -$85.2K -5,495 -3%
RJA
27
Raymond James & Associates
Florida
$2.1M +$223K +14,375 +11%
CAM
28
Capstone Asset Management
Texas
$2.01M +$164K +10,600 +8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.98M -$51.7K -3,335 -2%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.88M -$1.11M -71,655 -36%
GC
31
Gratry & Company
Ohio
$1.83M -$1.32M -85,450 -41%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.81M – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.78M -$201K -12,945 -10%
AB
34
AT Bancorp
Iowa
$1.62M – – –
DWA
35
Dorsey Wright & Associates
California
$1.57M +$1.64M +105,655 New
Comerica Bank
36
Comerica Bank
Texas
$1.52M -$16.7K -1,080 -1%
Bessemer Group
37
Bessemer Group
New Jersey
$1.47M +$550K +35,505 +56%
ACM
38
Ativo Capital Management
Illinois
$1.46M -$383K -24,700 -20%
Stifel Financial
39
Stifel Financial
Missouri
$1.45M +$34.3K +2,210 +2%
SCM
40
Shelton Capital Management
Colorado
$1.43M -$127K -8,215 -8%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.41M -$5.43K -350 -0.4%
SG Americas Securities
42
SG Americas Securities
New York
$1.28M -$36.5K -2,355 -3%
FA
43
FDx Advisors
Illinois
$1.27M -$57K -3,675 -4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.24M -$142K -9,140 -10%
WIS
45
Wright Investors Service
Connecticut
$1.24M -$169K -10,900 -12%
WAM
46
World Asset Management
Michigan
$1.23M +$16.7K +1,075 +1%
UBS Group
47
UBS Group
Switzerland
$1.21M -$66.1K -4,265 -5%
EVM
48
Eaton Vance Management
Massachusetts
$1.16M -$11.8K -760 -1%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$1.04M -$178K -11,485 -14%
1GA
50
1st Global Advisors
Texas
$1.01M +$24.7K +1,590 +2%
1
2
3 4 5

IX Hedge Fund Activity: Q1 2017 in Review

129 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2017, worth a combined $346M — up 0.5% from $344M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $12.3M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.58M sold.

  • 129 institutional investors held ORIX (IX) as of Q1 2017, down from 135 in Q4 2016.
  • Funds reported $346M of ORIX stock for Q1 2017, up 0.5% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q1 2017 and 14 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q1 2017 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest ORIX seller in Q1 2017 was Fiera Capital (Canada), an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2017.