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ORIX
IX

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $238M → $272M (+$33.3M)

0.18% more ownership

Funds ownership: 1.47% → 1.65% (+0.18%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 114 → 112 (-2)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
UBS AM
Illinois
+$20.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$2.79M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.54M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.06M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.24M
2
US Bancorp
US Bancorp
Minnesota
-$831K
3
OMC
Old Mission Capital
Illinois
-$642K
4
Renaissance Technologies
Renaissance Technologies
New York
-$641K
5
Citadel Advisors
Citadel Advisors
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCAM
26
Boston Common Asset Management
Massachusetts
$1.47M +$289K +23,470 +25%
NGA
27
Naples Global Advisors
Florida
$1.29M -$69.2K -5,625 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.21M -$641K -52,150 -35%
GHAM
29
Gilman Hill Asset Management
Connecticut
$1.19M +$7.38K +600 +0.6%
SF
30
Synovus Financial
Georgia
$1.12M -$207K -16,840 -16%
SGI
31
Summit Global Investments
Utah
$1.11M +$570K +46,350 +110%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.06M -$134K -10,935 -11%
US Bancorp
33
US Bancorp
Minnesota
$1.01M -$831K -67,570 -46%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$937K – – –
Comerica Bank
35
Comerica Bank
Texas
$928K -$30.1K -2,450 -3%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$822K +$36K +2,930 +5%
GT
37
Greenleaf Trust
Michigan
$773K +$59.8K +4,860 +9%
AP
38
Advisor Partners
California
$741K +$728K +59,180 New
Natixis Advisors
39
Natixis Advisors
Massachusetts
$684K +$29.4K +2,390 +5%
BCM
40
BTC Capital Management
Iowa
$673K +$26.5K +2,155 +4%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$663K -$61 -5 -0%
WT
42
Whittier Trust
California
$619K -$5.96K -485 -1%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$550K +$69.5K +5,650 +15%
American Century Companies
44
American Century Companies
Missouri
$517K +$13.2K +1,070 +3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$460K -$4.06K -330 -0.9%
S
46
SimplyRich
California
$458K +$91.9K +7,475 +26%
EAM
47
Eagle Asset Management
Florida
$408K -$15.9K -1,290 -4%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$400K -$11.1K -905 -3%
AssetMark Inc
49
AssetMark Inc
California
$390K +$40.9K +3,325 +12%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$385K +$22.2K +1,805 +6%
1
2
3 4 5

IX Hedge Fund Activity: Q3 2020 in Review

112 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2020, worth a combined $272M — up 14% from $238M a quarter earlier.

Fund positioning in IX was balanced in Q3 2020: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 38 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $20.3M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.24M.

  • 112 institutional investors held ORIX (IX) as of Q3 2020, down from 114 in Q2 2020.
  • Funds reported $272M of ORIX stock for Q3 2020, up 14% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2020 and 16 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q3 2020 was UBS AM, an estimated $20.3M added.
  • The largest ORIX seller in Q3 2020 was Parametric Portfolio Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.