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ORIX
IX

148 hedge funds and large institutions have $401M invested in ORIX in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more funds holding

Funds holding: 145 → 148 (+3)

0.07% less ownership

Funds ownership: 1.93% → 1.87% (-0.07%)

1% less capital invested

Capital invested by funds: $405M → $401M (-$4.11M)

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
50
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$1.61M
2
PPA
Parametric Portfolio Associates
Washington
+$847K
3
Northern Trust
Northern Trust
Illinois
+$727K
4
Millennium Management
Millennium Management
New York
+$724K
5
William Blair & Company
William Blair & Company
Illinois
+$651K

Top Sellers

Rank Fund Capital Flow
1
FWCM
Ferguson Wellman Capital Management
Oregon
-$6.89M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$4M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.77M
4
Morgan Stanley
Morgan Stanley
New York
-$1.69M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.71M -$830K -51,500 -24%
SBAM
27
Santa Barbara Asset Management
California
$2.56M – – –
SB
28
Suntrust Banks
Georgia
$2.4M -$409K -25,400 -15%
Citigroup
29
Citigroup
New York
$2.36M +$30.6K +1,900 +1%
CGH
30
Crossmark Global Holdings
Texas
$2.2M +$233K +14,470 +12%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$2.19M – – –
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$2.02M – – –
NGA
33
Naples Global Advisors
Florida
$2M +$96.7K +6,000 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.74M +$16.8K +1,045 +1%
SF
35
Synovus Financial
Georgia
$1.63M +$105K +6,520 +7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.6M +$594K +36,870 +60%
Comerica Bank
37
Comerica Bank
Texas
$1.29M +$68.2K +4,230 +5%
ACM
38
Ativo Capital Management
Illinois
$1.24M -$5.56K -345 -0.4%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$1.22M -$38.5K -2,390 -3%
GT
40
Greenleaf Trust
Michigan
$1.16M +$106K +6,570 +10%
CIM
41
Confluence Investment Management
Missouri
$1.11M -$65.4K -4,060 -6%
Invesco
42
Invesco
Georgia
$1.03M -$21K -1,305 -2%
ECM
43
ETrade Capital Management
Virginia
$934K +$65K +4,035 +8%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$916K -$1.77M -110,040 -66%
KWA
45
KCS Wealth Advisory
California
$875K +$20.7K +1,285 +2%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$829K -$29.4K -1,825 -3%
BCAM
47
Boston Common Asset Management
Massachusetts
$802K +$272K +16,880 +52%
EVM
48
Eaton Vance Management
Massachusetts
$735K -$23K -1,430 -3%
Millennium Management
49
Millennium Management
New York
$728K +$724K +44,900 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$721K -$56.4K -3,500 -7%
1
2
3 4 5

IX Hedge Fund Activity: Q3 2018 in Review

148 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2018, worth a combined $401M — down 1% from $405M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IX positions and 14 closed out — a net gain of 3 holders — while 50 added to existing stakes and 52 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $1.61M. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $6.89M sold.

  • 148 institutional investors held ORIX (IX) as of Q3 2018, up from 145 in Q2 2018.
  • Funds reported $401M of ORIX stock for Q3 2018, down 1% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q3 2018 and 14 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q3 2018 was ClearBridge Investments, an estimated $1.61M added.
  • The largest ORIX seller in Q3 2018 was Ferguson Wellman Capital Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q3 2018.