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ORIX
IX

113 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 1.51% → 1.57% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

6% less funds holding

Funds holding: 120 → 113 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

26% less capital invested

Capital invested by funds: $332M → $246M (-$85.9M)

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
38
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.93M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$4.66M
4
PPA
Parametric Portfolio Associates
Washington
+$3.21M
5
Jane Street
Jane Street
New York
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.34M
2
AG
Aperio Group
California
-$2.9M
3
MWNA
Marshall Wace North America
New York
-$1.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$993K
5
UBS Group
UBS Group
Switzerland
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$334K -$80.8K -5,120 -15%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$326K -$38.8K -2,460 -8%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$325K -$55.2K -3,500 -11%
Geode Capital Management
54
Geode Capital Management
Massachusetts
$323K -$293K -18,585 -40%
SEI Investments
55
SEI Investments
Pennsylvania
$320K +$427K +27,030 New
EVM
56
Eaton Vance Management
Massachusetts
$310K -$83.4K -5,285 -17%
S
57
SignatureFD
Georgia
$295K +$17.4K +1,100 +5%
Ameriprise
58
Ameriprise
Minnesota
$279K +$373K +23,635 New
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$278K +$82.8K +5,245 +29%
DIM
60
DC Investments Management
Virginia
$245K +$328K +20,760 New
SW
61
SVB Wealth
Massachusetts
$229K +$306K +19,370 New
FCI
62
Financial Counselors Inc
Kansas
$223K -$947 -60 -0.3%
ONB
63
Old National Bancorp
Indiana
$204K +$710 +45 +0.3%
AAM
64
Advisors Asset Management
Colorado
$192K +$71.8K +4,550 +39%
TPCW
65
TD Private Client Wealth
New York
$169K -$51.8K -3,280 -19%
HNB
66
Huntington National Bank
Ohio
$132K -$21.8K -1,380 -11%
QCMC
67
Quantum Capital Management (California)
California
$118K -$9.78K -620 -6%
GT
68
Glenmede Trust
Pennsylvania
$111K – – –
BWP
69
Baldwin Wealth Partners
Massachusetts
$105K +$12.2K +775 +10%
KOCAA
70
Knights of Columbus Asset Advisors
Connecticut
$91K – – –
PCG
71
Private Capital Group
Connecticut
$89K +$7.97K +505 +7%
LC
72
Lindbrook Capital
California
$80K +$10.7K +675 +11%
Osaic Holdings
73
Osaic Holdings
Arizona
$65K +$86.6K +5,485 New
CAW
74
Cornerstone Advisors (Washington)
Washington
$47K +$5.52K +350 +10%
PA
75
Parallel Advisors
California
$30K -$80.5K -5,100 -66%
1 2
3
4 5

IX Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2020, worth a combined $246M — down 26% from $332M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IX and 19 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Fidelity Investments, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $5.34M.

  • 113 institutional investors held ORIX (IX) as of Q1 2020, down from 120 in Q4 2019.
  • Funds reported $246M of ORIX stock for Q1 2020, down 26% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q1 2020 and 22 closed out, a net change of -3 holders.
  • The largest ORIX buyer in Q1 2020 was Fidelity Investments, an estimated $6.6M added.
  • The largest ORIX seller in Q1 2020 was Bank of America, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2020.