We are live on ! Find out more

94 hedge funds and large institutions have $200M invested in ORIX in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 1.26%1.19% (-0.07%)

7% less funds holding

Funds holding: 10194 (-7)

13% less capital invested

Capital invested by funds: $230M → $200M (-$29.9M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
94
Holders Change
-7
Holders Change %
-6.93%
% of All Funds
2.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
41
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FDx Advisors
Illinois
$552K -$120K -9,180 -17%
Citigroup
52
Citigroup
New York
$465K -$63.6K -4,865 -12%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$450K
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$419K +$26.1K +1,995 +6%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$388K +$406K +31,000 New
CIM
56
Calvert Investment Management
Maryland
$359K +$9.61K +735 +3%
1GA
57
1st Global Advisors
Texas
$317K -$41.6K -3,180 -11%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$315K +$16K +1,225 +5%
Geode Capital Management
59
Geode Capital Management
Massachusetts
$251K -$31.2K -2,385 -11%
FWCM
60
Ferguson Wellman Capital Management
Oregon
$238K -$3.14M -239,700 -93%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$238K -$17.3K -1,325 -7%
DC
62
Deere & Company
Illinois
$236K +$246K +18,835 New
B
63
BancorpSouth
Mississippi
$218K +$916 +70 +0.4%
HNB
64
Huntington National Bank
Ohio
$153K +$161K +12,270 New
CTC
65
Central Trust Company
Missouri
$64K -$262 -20 -0.4%
BC
66
Bartlett & Co
Ohio
$63K
Bank of America
67
Bank of America
North Carolina
$49K +$9.74K +745 +24%
DVM
68
Dreman Value Management
Florida
$43K +$12.6K +965 +39%
FMT
69
First Mercantile Trust
Tennessee
$40K
BIM
70
BlackRock Investment Management
Delaware
$27K -$18.5K -1,415 -40%
EFSCE
71
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
OA
72
OFI Advisors
Pennsylvania
$23K +$3.14K +240 +15%
MCM
73
Manchester Capital Management
Vermont
$17K -$35.4K -2,705 -67%
CAW
74
Cornerstone Advisors (Washington)
Washington
$14K +$1.5K +115 +12%
GT
75
Glenmede Trust
Pennsylvania
$13K -$95.4K -7,290 -87%

IX Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2014, worth a combined $200M — down 13% from $230M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IX and 15 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 21 added.

The largest buyer was Gratry & Company, opening a new position worth an estimated $6.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.72M sold.

  • 94 institutional investors held ORIX (IX) as of Q4 2014, down from 101 in Q3 2014.
  • Funds reported $200M of ORIX stock for Q4 2014, down 13% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q4 2014 and 20 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q4 2014 was Gratry & Company, an estimated $6.2M added.
  • The largest ORIX seller in Q4 2014 was Goldman Sachs, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2014.