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ORIX
IX

113 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 1.51% → 1.57% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

6% less funds holding

Funds holding: 120 → 113 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

26% less capital invested

Capital invested by funds: $332M → $246M (-$85.9M)

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
38
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.93M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$4.66M
4
PPA
Parametric Portfolio Associates
Washington
+$3.21M
5
Jane Street
Jane Street
New York
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.34M
2
AG
Aperio Group
California
-$2.9M
3
MWNA
Marshall Wace North America
New York
-$1.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$993K
5
UBS Group
UBS Group
Switzerland
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
26
Naples Global Advisors
Florida
$1.34M -$205K -12,975 -10%
SF
27
Synovus Financial
Georgia
$1.22M +$29K +1,840 +2%
PGAM
28
Princeton Global Asset Management
New Jersey
$1.22M +$201K +12,715 +14%
GHAM
29
Gilman Hill Asset Management
Connecticut
$1.17M +$1.57M +99,290 New
Millennium Management
30
Millennium Management
New York
$1.15M +$997K +63,195 +184%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$926K +$352K +22,300 +40%
BCAM
32
Boston Common Asset Management
Massachusetts
$866K -$248K -15,745 -18%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$764K +$123K +7,775 +14%
Comerica Bank
34
Comerica Bank
Texas
$750K -$25.7K -1,630 -2%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$685K +$915K +57,965 New
SGA
36
Strategic Global Advisors
California
$664K -$658K -41,725 -43%
LPL Financial
37
LPL Financial
California
$657K +$129K +8,180 +17%
GT
38
Greenleaf Trust
Michigan
$624K -$4.1K -260 -0.5%
UBS Group
39
UBS Group
Switzerland
$611K -$845K -53,545 -51%
QCG
40
Quadrant Capital Group
Ohio
$584K +$467K +29,585 +151%
BCM
41
BTC Capital Management
Iowa
$563K -$198K -12,520 -21%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$563K -$75K -4,750 -9%
WT
43
Whittier Trust
California
$530K +$239K +15,145 +51%
State Street
44
State Street
Massachusetts
$510K +$249K +15,790 +58%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$497K +$13.5K +855 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$420K +$1.89K +120 +0.3%
EAM
47
Eagle Asset Management
Florida
$396K -$22.6K -1,430 -4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$371K +$24.3K +1,540 +5%
American Century Companies
49
American Century Companies
Missouri
$349K +$261K +16,540 +128%
AssetMark Inc
50
AssetMark Inc
California
$345K -$89.2K -5,650 -16%
1
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3 4 5

IX Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2020, worth a combined $246M — down 26% from $332M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IX and 19 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Fidelity Investments, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $5.34M.

  • 113 institutional investors held ORIX (IX) as of Q1 2020, down from 120 in Q4 2019.
  • Funds reported $246M of ORIX stock for Q1 2020, down 26% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q1 2020 and 22 closed out, a net change of -3 holders.
  • The largest ORIX buyer in Q1 2020 was Fidelity Investments, an estimated $6.6M added.
  • The largest ORIX seller in Q1 2020 was Bank of America, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2020.