ORIX
112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 38
14% more capital invested
Capital invested by funds: $238M → $272M (+$33.3M)
0.18% more ownership
Funds ownership: 1.47% → 1.65% (+0.18%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
2% less funds holding
Funds holding: 114 → 112 (-2)
Top Buyers
| 1 |
UBS AM
Chicago,
Illinois
|
+$20.3M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$2.79M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.54M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.41M |
| 5 |
Morgan Stanley
New York
|
+$1.06M |
Top Sellers
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.24M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$831K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$642K |
| 4 |
Renaissance Technologies
New York
|
-$641K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$472K |
IX Hedge Fund Activity: Q3 2020 in Review
112 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2020, worth a combined $272M — up 14% from $238M a quarter earlier.
Fund positioning in IX was balanced in Q3 2020: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 38 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $20.3M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.24M.
- 112 institutional investors held ORIX (IX) as of Q3 2020, down from 114 in Q2 2020.
- Funds reported $272M of ORIX stock for Q3 2020, up 14% quarter-over-quarter.
- 16 funds opened new ORIX positions in Q3 2020 and 16 closed out, a net change of 0 holders.
- The largest ORIX buyer in Q3 2020 was UBS AM, an estimated $20.3M added.
- The largest ORIX seller in Q3 2020 was Parametric Portfolio Associates, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2020.