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ORIX
IX

125 hedge funds and large institutions have $377M invested in ORIX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more capital invested

Capital invested by funds: $367M → $377M (+$9.88M)

1% more funds holding

Funds holding: 124 → 125 (+1)

0.02% less ownership

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

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
57
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.11M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.58M
3
PPA
Parametric Portfolio Associates
Washington
+$2.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
HJGA
Hardman Johnston Global Advisors
Connecticut
-$24.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.46M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.38M
4
Stifel Financial
Stifel Financial
Missouri
-$650K
5
AB
AT Bancorp
Iowa
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
26
Clark Capital Management Group
Pennsylvania
$2.67M +$29.2K +1,815 +1%
CGH
27
Crossmark Global Holdings
Texas
$2.59M +$2.57M +159,920 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$2.37M +$46.2K +2,870 +2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$2.19M – – –
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$2M +$24.1K +1,500 +1%
GC
31
Gratry & Company
Ohio
$1.83M -$93.8K -5,835 -5%
Millennium Management
32
Millennium Management
New York
$1.82M +$1.81M +112,595 New
Citigroup
33
Citigroup
New York
$1.72M +$905K +56,305 +113%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.46M +$74.9K +4,655 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.44M -$430K -26,725 -23%
SG Americas Securities
36
SG Americas Securities
New York
$1.38M -$71.5K -4,445 -5%
Comerica Bank
37
Comerica Bank
Texas
$1.37M -$137K -8,510 -10%
SF
38
Synovus Financial
Georgia
$1.28M +$48.2K +3,000 +4%
WAM
39
World Asset Management
Michigan
$1.26M -$3.3K -205 -0.3%
Deutsche Bank
40
Deutsche Bank
Germany
$1.18M +$762K +47,360 +184%
FA
41
FDx Advisors
Illinois
$1.18M -$137K -8,515 -10%
Invesco
42
Invesco
Georgia
$1.13M +$138K +8,595 +14%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.09M -$10.5K -655 -1%
WIS
44
Wright Investors Service
Connecticut
$1.05M +$51.9K +3,225 +5%
EVM
45
Eaton Vance Management
Massachusetts
$1.01M -$158K -9,825 -14%
JP Morgan Chase
46
JP Morgan Chase
New York
$970K +$960K +59,710 +13,726%
NGA
47
Naples Global Advisors
Florida
$944K +$938K +58,300 New
GT
48
Greenleaf Trust
Michigan
$939K +$366K +22,780 +65%
Stifel Financial
49
Stifel Financial
Missouri
$934K -$650K -40,440 -41%
AT
50
Arden Trust
Delaware
$913K -$4.5K -280 -0.5%
1
2
3 4 5

IX Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2017, worth a combined $377M — up 2.7% from $367M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IX positions and 10 closed out — a net gain of 3 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $8.11M. The largest seller was Hardman Johnston Global Advisors, exiting entirely with an estimated $24.7M sold.

  • 125 institutional investors held ORIX (IX) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $377M of ORIX stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 13 funds opened new ORIX positions in Q3 2017 and 10 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q3 2017 was Bank of America, an estimated $8.11M added.
  • The largest ORIX seller in Q3 2017 was Hardman Johnston Global Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2017.