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ORIX
IX

135 hedge funds and large institutions have $344M invested in ORIX in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $302M → $344M (+$42.9M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.14% more ownership

Funds ownership: 1.54% → 1.67% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

38% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 55

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
34
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$16.4M
2
Northern Trust
Northern Trust
Illinois
+$8.88M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.05M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.38M
5
FWCM
Ferguson Wellman Capital Management
Oregon
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
CGT
Capital Guardian Trust
California
-$3.79M
2
Invesco
Invesco
Georgia
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.01M
4
Bank of America
Bank of America
North Carolina
-$2.5M
5
WIS
Wright Investors Service
Connecticut
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
76
BTC Capital Management
Iowa
$297K -$29.5K -1,925 -9%
Millennium Management
77
Millennium Management
New York
$296K +$292K +19,005 New
ECM
78
ETrade Capital Management
Virginia
$290K +$16.3K +1,060 +6%
AG
79
Advisor Group
Arizona
$273K -$21K -1,370 -7%
EA
80
Euclid Advisors
Connecticut
$270K -$758K -49,395 -74%
NFP
81
Narus Financial Partners
Utah
$265K +$261K +17,000 New
Geode Capital Management
82
Geode Capital Management
Massachusetts
$253K +$250K +16,280 New
HNB
83
Huntington National Bank
Ohio
$232K -$92.3K -6,015 -29%
Brown Advisory
84
Brown Advisory
Maryland
$221K +$219K +14,240 New
PVWM
85
Point View Wealth Management
New Jersey
$219K – – –
RJFSA
86
Raymond James Financial Services Advisors
Florida
$218K -$537 -35 -0.2%
CCA
87
Checchi Capital Advisers
California
$213K -$6.98K -455 -3%
CTC
88
Central Trust Company
Missouri
$212K -$26.7K -1,740 -11%
AI
89
Atria Investments
North Carolina
$209K +$206K +13,420 New
RCM
90
Riverhead Capital Management
Delaware
$202K – – –
EAM
91
Eagle Asset Management
Florida
$202K +$200K +13,015 New
B
92
BancorpSouth
Mississippi
$201K +$198K +12,890 New
FCM
93
Flinton Capital Management
Pennsylvania
$201K +$198K +12,920 New
CWA
94
Cypress Wealth Advisors
California
$189K – – –
TAM
95
Tyers Asset Management
Texas
$166K +$163K +10,640 New
JCM
96
Jacobi Capital Management
Pennsylvania
$159K +$38.2K +2,490 +33%
NA
97
Neuburgh Advisers
California
$130K +$128K +8,360 New
SEI Investments
98
SEI Investments
Pennsylvania
$125K -$6.68K -435 -5%
MCIM
99
Meadow Creek Investment Management
Georgia
$95K +$93.3K +6,080 New
AssetMark Inc
100
AssetMark Inc
California
$86K -$73.2K -4,770 -46%
2 3
4
5 6

IX Hedge Fund Activity: Q4 2016 in Review

135 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2016, worth a combined $344M — up 14% from $302M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IX positions and 12 closed out — a net gain of 14 holders — while 34 added to existing stakes and 55 trimmed.

The largest buyer was Hardman Johnston Global Advisors, adding an estimated $16.4M. The largest seller was Capital Guardian Trust, exiting entirely with an estimated $3.79M sold.

  • 135 institutional investors held ORIX (IX) as of Q4 2016, up from 122 in Q3 2016.
  • Funds reported $344M of ORIX stock for Q4 2016, up 14% quarter-over-quarter.
  • 26 funds opened new ORIX positions in Q4 2016 and 12 closed out, a net change of +14 holders.
  • The largest ORIX buyer in Q4 2016 was Hardman Johnston Global Advisors, an estimated $16.4M added.
  • The largest ORIX seller in Q4 2016 was Capital Guardian Trust, an estimated $3.79M sold.

Based on aggregated 13F filings for Q4 2016.