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ORIX
IX

124 hedge funds and large institutions have $367M invested in ORIX in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

6% more capital invested

Capital invested by funds: $346M → $367M (+$21.3M)

0.02% more ownership

Funds ownership: 1.76% → 1.78% (+0.02%)

4% less funds holding

Funds holding: 129 → 124 (-5)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
49
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.22M
2
AG
Aperio Group
California
+$3M
3
UBS Group
UBS Group
Switzerland
+$2.89M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.11M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.36M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.18M
3
DWA
Dorsey Wright & Associates
California
-$1.57M
4
ACM
Ativo Capital Management
Illinois
-$1.46M
5
SCM
Shelton Capital Management
Colorado
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBAM
26
Santa Barbara Asset Management
California
$2.68M -$16.6K -1,065 -0.6%
CCMG
27
Clark Capital Management Group
Pennsylvania
$2.54M -$35.3K -2,260 -1%
RJA
28
Raymond James & Associates
Florida
$2.42M +$219K +14,015 +10%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.24M +$158K +10,105 +8%
CAM
30
Capstone Asset Management
Texas
$2.12M +$7.03K +450 +0.3%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$2.11M +$2.11M +135,150 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.9M – – –
GC
33
Gratry & Company
Ohio
$1.86M -$64.1K -4,100 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.8M -$63.7K -4,075 -3%
Stifel Financial
35
Stifel Financial
Missouri
$1.52M +$7.34K +470 +0.5%
SG Americas Securities
36
SG Americas Securities
New York
$1.4M +$59.1K +3,785 +4%
Comerica Bank
37
Comerica Bank
Texas
$1.39M -$158K -10,125 -10%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.38M -$589K -37,725 -30%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.33M +$35.3K +2,260 +3%
FA
40
FDx Advisors
Illinois
$1.27M -$67K -4,290 -5%
WAM
41
World Asset Management
Michigan
$1.22M -$70.5K -4,515 -5%
SF
42
Synovus Financial
Georgia
$1.17M +$267K +17,080 +29%
EVM
43
Eaton Vance Management
Massachusetts
$1.13M -$90.6K -5,800 -7%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.06M -$30.6K -1,960 -3%
1GA
45
1st Global Advisors
Texas
$1.02M -$46.2K -2,960 -4%
WIS
46
Wright Investors Service
Connecticut
$959K -$337K -21,600 -26%
Invesco
47
Invesco
Georgia
$957K -$4.53K -290 -0.5%
AT
48
Arden Trust
Delaware
$883K -$7.89K -505 -0.9%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$778K -$47.6K -3,050 -6%
Citigroup
50
Citigroup
New York
$776K +$54.2K +3,470 +7%
1
2
3 4 5

IX Hedge Fund Activity: Q2 2017 in Review

124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2017, worth a combined $367M — up 6.2% from $346M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IX and 9 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $4.22M. The largest seller was Arrowstreet Capital, cutting an estimated $2.36M.

  • 124 institutional investors held ORIX (IX) as of Q2 2017, down from 129 in Q1 2017.
  • Funds reported $367M of ORIX stock for Q2 2017, up 6.2% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q2 2017 and 13 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q2 2017 was Morgan Stanley, an estimated $4.22M added.
  • The largest ORIX seller in Q2 2017 was Arrowstreet Capital, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2017.