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ORIX
IX

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 112 → 114 (+2)

0.1% less ownership

Funds ownership: 1.57% → 1.47% (-0.1%)

3% less capital invested

Capital invested by funds: $246M → $238M (-$7.93M)

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.04M
3
Bank of America
Bank of America
North Carolina
+$1.8M
4
State Street
State Street
Massachusetts
+$1.24M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$855K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CGH
Crossmark Global Holdings
Texas
-$8.29M
3
PPA
Parametric Portfolio Associates
Washington
-$5.47M
4
AG
Aperio Group
California
-$2.35M
5
Jane Street
Jane Street
New York
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
26
Synovus Financial
Georgia
$1.3M +$30.2K +2,460 +2%
PGAM
27
Princeton Global Asset Management
New Jersey
$1.17M -$94.2K -7,665 -7%
GHAM
28
Gilman Hill Asset Management
Connecticut
$1.17M -$55K -4,475 -5%
BCAM
29
Boston Common Asset Management
Massachusetts
$1.16M +$253K +20,610 +28%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.15M -$454K -36,975 -28%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$1.08M +$785K +63,855 +271%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$923K -$557K -45,305 -38%
Comerica Bank
33
Comerica Bank
Texas
$872K +$84.9K +6,905 +10%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$773K -$192K -15,595 -20%
GT
35
Greenleaf Trust
Michigan
$701K +$50K +4,065 +8%
LNWWM
36
Laird Norton Wetherby Wealth Management
California
$652K -$144K -11,740 -18%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$644K -$70.1K -5,700 -10%
OMC
38
Old Mission Capital
Illinois
$642K +$641K +52,140 New
BCM
39
BTC Capital Management
Iowa
$632K +$47K +3,820 +8%
WT
40
Whittier Trust
California
$616K +$62.8K +5,110 +11%
UBS Group
41
UBS Group
Switzerland
$527K -$109K -8,885 -17%
SGI
42
Summit Global Investments
Utah
$518K +$517K +42,075 New
American Century Companies
43
American Century Companies
Missouri
$496K +$132K +10,765 +36%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$473K -$113K -9,225 -19%
Citadel Advisors
45
Citadel Advisors
Florida
$472K +$471K +38,350 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$457K +$19.1K +1,555 +4%
EAM
47
Eagle Asset Management
Florida
$406K -$6.88K -560 -2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$405K -$113K -9,200 -22%
S
49
SimplyRich
California
$359K +$358K +29,095 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$357K +$17.3K +1,405 +5%
1
2
3 4 5

IX Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2020, worth a combined $238M — down 3.2% from $246M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IX positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.

  • 114 institutional investors held ORIX (IX) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $238M of ORIX stock for Q2 2020, down 3.2% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q2 2020 and 14 closed out, a net change of +2 holders.
  • The largest ORIX buyer in Q2 2020 was Wells Fargo, an estimated $14.9M added.
  • The largest ORIX seller in Q2 2020 was Morgan Stanley, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2020.