We are live on ! Find out more
IX icon

ORIX
IX

155 hedge funds and large institutions have $359M invested in ORIX in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

5% more funds holding

Funds holding: 148 → 155 (+7)

0.02% more ownership

Funds ownership: 1.87% → 1.89% (+0.02%)

10% less capital invested

Capital invested by funds: $401M → $359M (-$41.7M)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
39
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$6.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.62M
3
CS
Credit Suisse
Switzerland
+$5.14M
4
OMC
Old Mission Capital
Illinois
+$3.22M
5
Jane Street
Jane Street
New York
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.19M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$1.87M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.65M
5
William Blair & Company
William Blair & Company
Illinois
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.68M -$116K -7,425 -4%
SI
27
Scout Investments
Missouri
$2.66M -$604K -38,560 -17%
Jane Street
28
Jane Street
New York
$2.41M +$2.64M +168,665 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$2.38M -$70K -4,465 -3%
SBAM
30
Santa Barbara Asset Management
California
$2.25M -$5.09K -325 -0.2%
Marshall Wace
31
Marshall Wace
United Kingdom
$2.19M +$2.41M +153,470 New
SB
32
Suntrust Banks
Georgia
$2.09M -$25.6K -1,635 -1%
NGA
33
Naples Global Advisors
Florida
$1.97M +$57.2K +3,650 +3%
CGH
34
Crossmark Global Holdings
Texas
$1.94M -$2.51K -160 -0.1%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.78M – – –
Citigroup
36
Citigroup
New York
$1.68M -$445K -28,360 -19%
SF
37
Synovus Financial
Georgia
$1.46M +$17.2K +1,100 +1%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$1.29M +$527K +33,630 +60%
Comerica Bank
39
Comerica Bank
Texas
$1.25M +$13.4K +855 +1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.24M -$327K -20,870 -19%
GT
41
Greenleaf Trust
Michigan
$1.22M +$212K +13,520 +19%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.2M -$226K -14,395 -15%
ACM
43
Ativo Capital Management
Illinois
$1.05M -$47K -3,000 -4%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1.05M -$28.3K -1,805 -2%
PGAM
45
Princeton Global Asset Management
New Jersey
$1.02M +$1.11M +71,045 New
CIM
46
Confluence Investment Management
Missouri
$889K -$99.3K -6,335 -9%
Renaissance Technologies
47
Renaissance Technologies
New York
$887K -$1.65M -105,000 -63%
KWA
48
KCS Wealth Advisory
California
$817K +$48.9K +3,120 +6%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$807K +$306K +19,530 +53%
HJIM
50
Henry James International Management
New York
$763K +$275K +17,530 +49%
1
2
3 4 5

IX Hedge Fund Activity: Q4 2018 in Review

155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2018, worth a combined $359M — down 10% from $401M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IX positions and 30 closed out — a net gain of 8 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $6.02M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 155 institutional investors held ORIX (IX) as of Q4 2018, up from 148 in Q3 2018.
  • Funds reported $359M of ORIX stock for Q4 2018, down 10% quarter-over-quarter.
  • 38 funds opened new ORIX positions in Q4 2018 and 30 closed out, a net change of +8 holders.
  • The largest ORIX buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $6.02M added.
  • The largest ORIX seller in Q4 2018 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.