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ORIX
IX

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $294M → $332M (+$38.5M)

9% more funds holding

Funds holding: 110 → 120 (+10)

0.03% more ownership

Funds ownership: 1.48% → 1.51% (+0.03%)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.12M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.46M
3
Bank of America
Bank of America
North Carolina
+$2.13M
4
PPA
Parametric Portfolio Associates
Washington
+$1.49M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$6.77M
2
NAM
NorthCoast Asset Management
Connecticut
-$1.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.12M
4
Northern Trust
Northern Trust
Illinois
-$762K
5
HJIM
Henry James International Management
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.76M -$55.9K -3,485 -3%
SF
27
Synovus Financial
Georgia
$1.69M +$24.2K +1,505 +2%
SGA
28
Strategic Global Advisors
California
$1.63M +$9.71K +605 +0.6%
BCAM
29
Boston Common Asset Management
Massachusetts
$1.48M -$44.9K -2,795 -3%
Comerica Bank
30
Comerica Bank
Texas
$1.22M -$12.5K -780 -1%
MWNA
31
Marshall Wace North America
New York
$1.13M +$751K +46,805 +221%
BCM
32
BTC Capital Management
Iowa
$1M +$154K +9,595 +19%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$949K -$12.6K -785 -1%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$935K +$72.2K +4,500 +9%
GT
35
Greenleaf Trust
Michigan
$885K +$115K +7,150 +16%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$874K +$45.1K +2,810 +6%
LPL Financial
37
LPL Financial
California
$791K +$169K +10,530 +29%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$767K +$167K +10,380 +29%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$688K -$35.6K -2,220 -5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$591K +$33.2K +2,070 +6%
EAM
41
Eagle Asset Management
Florida
$583K +$19.3K +1,200 +4%
AssetMark Inc
42
AssetMark Inc
California
$581K +$15.1K +940 +3%
Millennium Management
43
Millennium Management
New York
$574K -$357K -22,245 -39%
RJA
44
Raymond James & Associates
Florida
$557K +$59.3K +3,695 +12%
Marshall Wace
45
Marshall Wace
United Kingdom
$533K +$512K +31,935 New
EVM
46
Eaton Vance Management
Massachusetts
$527K -$48K -2,990 -9%
CIM
47
Confluence Investment Management
Missouri
$525K +$563K +35,055 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$517K -$217K -13,500 -30%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$501K +$15.4K +960 +3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$498K +$36.3K +2,265 +8%
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IX Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2019, worth a combined $332M — up 13% from $294M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IX positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.12M. The largest seller was UBS AM, exiting entirely with an estimated $6.77M sold.

  • 120 institutional investors held ORIX (IX) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $332M of ORIX stock for Q4 2019, up 13% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q4 2019 was Morgan Stanley, an estimated $4.12M added.
  • The largest ORIX seller in Q4 2019 was UBS AM, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2019.