ORIX
114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
2% more funds holding
Funds holding: 112 → 114 (+2)
0.1% less ownership
Funds ownership: 1.57% → 1.47% (-0.1%)
3% less capital invested
Capital invested by funds: $246M → $238M (-$7.93M)
44% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 54
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.24M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$855K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$12.3M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$8.29M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$5.47M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
-$2.35M |
| 5 |
Jane Street
New York
|
-$2.32M |
IX Hedge Fund Activity: Q2 2020 in Review
114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2020, worth a combined $238M — down 3.2% from $246M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IX positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 54 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.
- 114 institutional investors held ORIX (IX) as of Q2 2020, up from 112 in Q1 2020.
- Funds reported $238M of ORIX stock for Q2 2020, down 3.2% quarter-over-quarter.
- 16 funds opened new ORIX positions in Q2 2020 and 14 closed out, a net change of +2 holders.
- The largest ORIX buyer in Q2 2020 was Wells Fargo, an estimated $14.9M added.
- The largest ORIX seller in Q2 2020 was Morgan Stanley, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2020.