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ORIX
IX

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $283M → $294M (+$10.3M)

0.05% more ownership

Funds ownership: 1.42% → 1.48% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

9% less funds holding

Funds holding: 121 → 110 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.78M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$7.99M
3
Morgan Stanley
Morgan Stanley
New York
+$5.43M
4
AG
Aperio Group
California
+$4.03M
5
HJIM
Henry James International Management
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
EGA
Eagle Global Advisors
Texas
-$4.18M
2
MWNA
Marshall Wace North America
New York
-$3.94M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.32M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.72M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
26
NorthCoast Asset Management
Connecticut
$1.78M -$1.19M -79,140 -40%
Citigroup
27
Citigroup
New York
$1.78M +$62.6K +4,180 +4%
UBS Group
28
UBS Group
Switzerland
$1.63M -$124K -8,270 -7%
SF
29
Synovus Financial
Georgia
$1.5M -$8.02K -535 -0.5%
SGA
30
Strategic Global Advisors
California
$1.46M +$1.57K +105 +0.1%
BCAM
31
Boston Common Asset Management
Massachusetts
$1.38M +$105K +7,025 +8%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.17M +$29.7K +1,985 +3%
Comerica Bank
33
Comerica Bank
Texas
$1.09M -$16K -1,070 -1%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$867K +$23.9K +1,595 +3%
Millennium Management
35
Millennium Management
New York
$851K +$76.7K +5,120 +10%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$774K +$50K +3,335 +7%
BCM
37
BTC Capital Management
Iowa
$760K -$10.8K -720 -1%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$745K +$55.4K +3,695 +8%
GT
39
Greenleaf Trust
Michigan
$690K +$277K +18,470 +67%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$669K -$202K -13,500 -23%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$653K -$131K -8,745 -17%
LPL Financial
42
LPL Financial
California
$555K +$553K +36,895 New
Geode Capital Management
43
Geode Capital Management
Massachusetts
$535K +$121K +8,060 +29%
EVM
44
Eaton Vance Management
Massachusetts
$519K -$98.3K -6,560 -16%
AssetMark Inc
45
AssetMark Inc
California
$509K +$10.5K +700 +2%
EAM
46
Eagle Asset Management
Florida
$507K -$974 -65 -0.2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$502K -$211K -14,105 -30%
RJA
48
Raymond James & Associates
Florida
$446K -$27.1K -1,805 -6%
State Street
49
State Street
Massachusetts
$440K +$21.4K +1,425 +5%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$437K +$30.3K +2,025 +7%
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IX Hedge Fund Activity: Q3 2019 in Review

110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2019, worth a combined $294M — up 3.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IX and 14 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 37 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.78M. The largest seller was Eagle Global Advisors, cutting an estimated $4.18M.

  • 110 institutional investors held ORIX (IX) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $294M of ORIX stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q3 2019 and 24 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2019 was Crossmark Global Holdings, an estimated $9.78M added.
  • The largest ORIX seller in Q3 2019 was Eagle Global Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2019.