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ORIX
IX

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $270M → $283M (+$13.1M)

0% more ownership

Funds ownership: 1.42% → 1.42% (+0%)

7% less funds holding

Funds holding: 130 → 121 (-9)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$6.99M
2
PPA
Parametric Portfolio Associates
Washington
+$6.22M
3
UBS AM
UBS AM
Illinois
+$3.89M
4
N
Nuveen
North Carolina
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.71M
2
William Blair & Company
William Blair & Company
Illinois
-$4.38M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$3.52M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$3.33M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.87M – – –
UBS Group
27
UBS Group
Switzerland
$1.75M +$497K +34,740 +42%
Citigroup
28
Citigroup
New York
$1.71M +$15.2K +1,060 +0.9%
US Bancorp
29
US Bancorp
Minnesota
$1.68M -$2.3M -160,725 -59%
Renaissance Technologies
30
Renaissance Technologies
New York
$1.6M -$1.19M -83,160 -44%
CS
31
Candriam SCA
Luxembourg
$1.57M +$1.15K +80 +320%
SF
32
Synovus Financial
Georgia
$1.5M +$41.4K +2,895 +3%
SGA
33
Strategic Global Advisors
California
$1.46M +$9.16K +640 +0.7%
BCAM
34
Boston Common Asset Management
Massachusetts
$1.27M +$272K +19,000 +29%
SB
35
Suntrust Banks
Georgia
$1.24M -$138K -9,610 -10%
PGAM
36
Princeton Global Asset Management
New Jersey
$1.15M +$40.7K +2,840 +4%
Comerica Bank
37
Comerica Bank
Texas
$1.11M – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$869K -$136K -9,500 -14%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$840K +$101K +7,045 +14%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$782K -$58.9K -4,115 -7%
Millennium Management
41
Millennium Management
New York
$772K +$738K +51,560 New
BCM
42
BTC Capital Management
Iowa
$769K +$450K +31,465 +159%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$722K +$72.4K +5,060 +12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$710K -$142K -9,950 -17%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$687K -$87.6K -6,120 -12%
EVM
46
Eaton Vance Management
Massachusetts
$615K +$82.9K +5,790 +16%
Invesco
47
Invesco
Georgia
$563K -$112K -7,840 -17%
CIM
48
Confluence Investment Management
Missouri
$525K +$17.3K +1,210 +4%
EAM
49
Eagle Asset Management
Florida
$506K -$10.5K -735 -2%
AssetMark Inc
50
AssetMark Inc
California
$497K +$264K +18,450 +125%
1
2
3 4 5

IX Hedge Fund Activity: Q2 2019 in Review

121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2019, worth a combined $283M — up 4.8% from $270M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IX and 17 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 48 added.

The largest buyer was Aperio Group, adding an estimated $6.99M. The largest seller was PNC Financial Services Group, cutting an estimated $6.71M.

  • 121 institutional investors held ORIX (IX) as of Q2 2019, down from 130 in Q1 2019.
  • Funds reported $283M of ORIX stock for Q2 2019, up 4.8% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2019 and 25 closed out, a net change of -8 holders.
  • The largest ORIX buyer in Q2 2019 was Aperio Group, an estimated $6.99M added.
  • The largest ORIX seller in Q2 2019 was PNC Financial Services Group, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2019.