We are live on ! Find out more
IX icon

ORIX
IX

123 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $272M → $300M (+$28M)

10% more funds holding

Funds holding: 112 → 123 (+11)

0.18% less ownership

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

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$5.33M
2
FWCM
Ferguson Wellman Capital Management
Oregon
+$5.23M
3
State Street
State Street
Massachusetts
+$3.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.99M
5
AG
Aperio Group
California
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$23.8M
2
UBS AM
UBS AM
Illinois
-$20.6M
3
Stifel Financial
Stifel Financial
Missouri
-$2.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.01M
5
Citigroup
Citigroup
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
26
Gilman Hill Asset Management
Connecticut
$1.48M +$4.87K +345 +0.4%
BCM
27
BTC Capital Management
Iowa
$1.31M +$434K +30,805 +57%
Comerica Bank
28
Comerica Bank
Texas
$1.27M +$42.9K +3,040 +4%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.26M -$42.5K -3,015 -4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.1M -$49.4K -3,500 -5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.04M +$26.4K +1,870 +3%
GT
32
Greenleaf Trust
Michigan
$989K +$30.9K +2,195 +4%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$925K +$72.4K +5,135 +9%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$886K +$61.3K +4,345 +8%
American Century Companies
35
American Century Companies
Missouri
$841K +$184K +13,040 +32%
Aristotle Capital Management
36
Aristotle Capital Management
California
$766K -$23.8M -1,687,365 -97%
WT
37
Whittier Trust
California
$765K – – –
AP
38
Advisor Partners
California
$752K -$149K -10,585 -18%
Citigroup
39
Citigroup
New York
$707K -$1.69M -120,190 -72%
SW
40
SVB Wealth
Massachusetts
$690K +$313K +22,170 +99%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$609K -$65.4K -4,640 -11%
Citadel Advisors
42
Citadel Advisors
Florida
$582K +$531K +37,665 New
S
43
SimplyRich
California
$508K -$52.3K -3,710 -10%
AssetMark Inc
44
AssetMark Inc
California
$503K +$18.8K +1,330 +4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$501K -$62.9K -4,460 -12%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$475K -$17.6K -1,250 -4%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$452K +$412K +29,255 New
UBS Group
48
UBS Group
Switzerland
$437K -$4.87K -345 -1%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$437K +$127K +9,015 +47%
William Blair & Company
50
William Blair & Company
Illinois
$406K -$705 -50 -0.2%
1
2
3 4 5

IX Hedge Fund Activity: Q4 2020 in Review

123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2020, worth a combined $300M — up 10% from $272M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IX positions and 15 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $5.33M. The largest seller was Aristotle Capital Management, cutting an estimated $23.8M.

  • 123 institutional investors held ORIX (IX) as of Q4 2020, up from 112 in Q3 2020.
  • Funds reported $300M of ORIX stock for Q4 2020, up 10% quarter-over-quarter.
  • 28 funds opened new ORIX positions in Q4 2020 and 15 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q4 2020 was Parametric Portfolio Associates, an estimated $5.33M added.
  • The largest ORIX seller in Q4 2020 was Aristotle Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2020.