ORIX
123 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.
87% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 15
26% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 34
10% more capital invested
Capital invested by funds: $272M → $300M (+$28M)
10% more funds holding
Funds holding: 112 → 123 (+11)
0.18% less ownership
Funds ownership: 1.65% → 1.47% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.33M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$5.23M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.87M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.99M |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
-$23.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$20.6M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.36M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.01M |
| 5 |
Citigroup
New York
|
-$1.69M |
IX Hedge Fund Activity: Q4 2020 in Review
123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2020, worth a combined $300M — up 10% from $272M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IX positions and 15 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $5.33M. The largest seller was Aristotle Capital Management, cutting an estimated $23.8M.
- 123 institutional investors held ORIX (IX) as of Q4 2020, up from 112 in Q3 2020.
- Funds reported $300M of ORIX stock for Q4 2020, up 10% quarter-over-quarter.
- 28 funds opened new ORIX positions in Q4 2020 and 15 closed out, a net change of +13 holders.
- The largest ORIX buyer in Q4 2020 was Parametric Portfolio Associates, an estimated $5.33M added.
- The largest ORIX seller in Q4 2020 was Aristotle Capital Management, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2020.