ORIX
141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
84% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 31
13% more funds holding
Funds holding: 125 → 141 (+16)
5% more capital invested
Capital invested by funds: $377M → $396M (+$18.8M)
0% more ownership
Funds ownership: 1.76% → 1.76% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.41M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.19M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.18M |
| 4 |
ClearBridge Investments
New York
|
+$2.27M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.82M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.86M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$2.67M |
| 4 |
Millennium Management
New York
|
-$1.82M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.69M |
IX Hedge Fund Activity: Q4 2017 in Review
141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.
- 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
- Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
- 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
- The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
- The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.
Based on aggregated 13F filings for Q4 2017.