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ORIX
IX

93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $267M → $311M (+$43.9M)

2% more funds holding

Funds holding: 91 → 93 (+2)

0.01% less ownership

Funds ownership: 1.28% → 1.27% (-0.01%)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$8.62M
2
GC
Gratry & Company
Ohio
+$8.12M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$5.05M
4
SB
Suntrust Banks
Georgia
+$2.83M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.26M

Top Sellers

1
IG
ING Group
Netherlands
-$5.97M
2
AG
Aperio Group
California
-$5.53M
3
EGA
Eagle Global Advisors
Texas
-$3.68M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$2.13M
5
PPA
Parametric Portfolio Associates
Washington
-$2.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
76
First Mercantile Trust
Tennessee
$44K – – –
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
Bank of America
78
Bank of America
North Carolina
$31K -$29K -1,695 -50%
CAW
79
Cornerstone Advisors (Washington)
Washington
$24K – – –
OA
80
OFI Advisors
Pennsylvania
$22K +$342 +20 +2%
TRCT
81
Tower Research Capital (TRC)
New York
$18K -$27.6K -1,610 -62%
WA
82
WFG Advisors
Texas
$18K -$342 -20 -2%
M
83
MOTCO
Texas
$14K -$3.42K -200 -20%
FMII
84
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
Nordea Investment Management
85
Nordea Investment Management
Sweden
$13K – – –
LIA
86
LS Investment Advisors
Michigan
$9K – – –
DADC
87
D.A. Davidson & Co
Montana
$5K – – –
AIG
88
American International Group
New York
$4.72K – – –
FHA
89
First Horizon Advisors
Tennessee
$4K -$771 -45 -12%
RFA
90
Reilly Financial Advisors
California
$4K – – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$3K -$4.71K -275 -66%
FNBT
92
FineMark National Bank & Trust
Florida
$1K – – –
ASN
93
Advisory Services Network
Georgia
$1K +$1.2K +70 New
IG
94
ING Group
Netherlands
– -$5.97M -360,360 Closed
Jane Street
95
Jane Street
New York
– -$1.26M -77,315 Closed
Nomura Holdings
96
Nomura Holdings
Japan
– -$327K -20,070 Closed
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$47K -14,500 Closed
CBN
98
Cadence Bank NA
Texas
– -$209K -12,750 Closed
Deutsche Bank
99
Deutsche Bank
Germany
– -$32K -2,000 Closed
Jones Financial Companies
100
Jones Financial Companies
Missouri
– -$32K -1,970 Closed
1 2 3
4
5

IX Hedge Fund Activity: Q4 2013 in Review

93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2013, worth a combined $311M — up 16% from $267M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IX positions and 11 closed out — a net gain of 3 holders — while 25 added to existing stakes and 37 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $8.62M. The largest seller was ING Group, exiting entirely with an estimated $5.97M sold.

  • 93 institutional investors held ORIX (IX) as of Q4 2013, up from 91 in Q3 2013.
  • Funds reported $311M of ORIX stock for Q4 2013, up 16% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q4 2013 and 11 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q4 2013 was abrdn Investment Management, an estimated $8.62M added.
  • The largest ORIX seller in Q4 2013 was ING Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2013.