We are live on ! Find out more
IX icon

ORIX
IX

158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

83% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $396M → $444M (+$48M)

12% more funds holding

Funds holding: 141 → 158 (+17)

0.11% more ownership

Funds ownership: 1.76% → 1.87% (+0.11%)

Holders
158
Holders Change
+17
Holders Change %
+12.06%
% of All Funds
3.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
64
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FWCM
Ferguson Wellman Capital Management
Oregon
+$3.45M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.29M
3
PPA
Parametric Portfolio Associates
Washington
+$2.67M
4
RJA
Raymond James & Associates
Florida
+$2.34M
5
GCC
Guardian Capital (Canada)
Ontario, Canada
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.42M
2
Bank of America
Bank of America
North Carolina
-$2.81M
3
ClearBridge Investments
ClearBridge Investments
New York
-$1.85M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$963K
5
Two Sigma Investments
Two Sigma Investments
New York
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$3.14M +$173K +9,535 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.76M +$1.94M +106,955 +230%
CGH
28
Crossmark Global Holdings
Texas
$2.51M -$196K -10,815 -7%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$2.43M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.38M +$1.51M +83,225 +170%
Citigroup
31
Citigroup
New York
$2.35M +$323K +17,830 +16%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$2.24M – – –
GCC
33
Guardian Capital (Canada)
Ontario, Canada
$2.24M +$2.25M +124,550 New
Stifel Financial
34
Stifel Financial
Missouri
$1.97M +$116K +6,415 +6%
NGA
35
Naples Global Advisors
Florida
$1.93M +$335K +18,500 +21%
EVM
36
Eaton Vance Management
Massachusetts
$1.67M +$635K +35,065 +61%
SF
37
Synovus Financial
Georgia
$1.62M +$208K +11,510 +15%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.58M -$3.42M -188,930 -68%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.54M -$244K -13,475 -14%
GC
40
Gratry & Company
Ohio
$1.51M -$307K -16,965 -17%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$1.51M +$1.52M +84,110 New
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.44M +$1.45M +80,300 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$1.4M +$186K +10,255 +15%
ACM
44
Ativo Capital Management
Illinois
$1.38M +$1.39M +76,900 New
STA
45
Summit Trail Advisors
New York
$1.37M +$377K +20,860 +29%
Invesco
46
Invesco
Georgia
$1.33M +$208K +11,520 +18%
Comerica Bank
47
Comerica Bank
Texas
$1.3M -$21.9K -1,210 -2%
FA
48
FDx Advisors
Illinois
$1.17M -$183K -10,140 -13%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.12M +$19.7K +1,090 +2%
GT
50
Greenleaf Trust
Michigan
$1.08M +$17.1K +945 +2%
1
2
3 4 5

IX Hedge Fund Activity: Q1 2018 in Review

158 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2018, worth a combined $444M — up 12% from $396M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IX positions and 13 closed out — a net gain of 18 holders — while 64 added to existing stakes and 35 trimmed.

The largest buyer was Ferguson Wellman Capital Management, adding an estimated $3.45M. The largest seller was Envestnet Asset Management, cutting an estimated $3.42M.

  • 158 institutional investors held ORIX (IX) as of Q1 2018, up from 141 in Q4 2017.
  • Funds reported $444M of ORIX stock for Q1 2018, up 12% quarter-over-quarter.
  • 31 funds opened new ORIX positions in Q1 2018 and 13 closed out, a net change of +18 holders.
  • The largest ORIX buyer in Q1 2018 was Ferguson Wellman Capital Management, an estimated $3.45M added.
  • The largest ORIX seller in Q1 2018 was Envestnet Asset Management, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2018.