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ORIX
IX

129 hedge funds and large institutions have $346M invested in ORIX in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $344M → $346M (+$1.73M)

0.09% more ownership

Funds ownership: 1.67% → 1.76% (+0.09%)

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

4% less funds holding

Funds holding: 135 → 129 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
129
Holders Change
-6
Holders Change %
-4.44%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
46
Reduced
51
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$12.2M
3
William Blair & Company
William Blair & Company
Illinois
+$3.11M
4
DWA
Dorsey Wright & Associates
California
+$1.64M
5
Bank of America
Bank of America
North Carolina
+$1.51M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.58M
2
Invesco
Invesco
Georgia
-$3.6M
3
BCM
Bluefin Capital Management
New York
-$1.87M
4
GC
Gratry & Company
Ohio
-$1.32M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
76
Two Sigma Advisers
New York
$305K -$54.3K -3,500 -15%
GT
77
Greenleaf Trust
Michigan
$286K +$298K +19,225 New
Geode Capital Management
78
Geode Capital Management
Massachusetts
$279K +$39.2K +2,530 +16%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$275K -$774K -49,930 -73%
AG
80
Advisor Group
Arizona
$273K +$12.8K +825 +5%
SW
81
SVB Wealth
Massachusetts
$271K -$56K -3,615 -17%
FIM
82
Freedom Investment Management
Connecticut
$255K -$98.5K -6,355 -27%
NFP
83
Narus Financial Partners
Utah
$253K – – –
EAM
84
Eagle Asset Management
Florida
$229K +$37.1K +2,390 +18%
HNB
85
Huntington National Bank
Ohio
$226K +$4.34K +280 +2%
N
86
Nuveen
North Carolina
$213K +$219K +14,155 New
PVWM
87
Point View Wealth Management
New Jersey
$210K – – –
RJFSA
88
Raymond James Financial Services Advisors
Florida
$210K +$2.02K +130 +0.9%
CCA
89
Checchi Capital Advisers
California
$202K -$2.4K -155 -1%
AI
90
Atria Investments
North Carolina
$201K +$2.02K +130 +1%
CTC
91
Central Trust Company
Missouri
$195K -$8.14K -525 -4%
RCM
92
Riverhead Capital Management
Delaware
$193K – – –
FCM
93
Flinton Capital Management
Pennsylvania
$192K – – –
CWA
94
Cypress Wealth Advisors
California
$179K – – –
TAM
95
Tyers Asset Management
Texas
$158K – – –
JCM
96
Jacobi Capital Management
Pennsylvania
$147K – – –
QCG
97
Quadrant Capital Group
Ohio
$136K +$97.1K +6,260 +175%
SEI Investments
98
SEI Investments
Pennsylvania
$130K +$11K +710 +9%
NA
99
Neuburgh Advisers
California
$124K – – –
PCP
100
Proficio Capital Partners
Massachusetts
$96K +$76.2K +4,915 +418%
2 3
4
5 6

IX Hedge Fund Activity: Q1 2017 in Review

129 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2017, worth a combined $346M — up 0.5% from $344M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 46 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $12.3M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.58M sold.

  • 129 institutional investors held ORIX (IX) as of Q1 2017, down from 135 in Q4 2016.
  • Funds reported $346M of ORIX stock for Q1 2017, up 0.5% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q1 2017 and 14 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q1 2017 was Arrowstreet Capital, an estimated $12.3M added.
  • The largest ORIX seller in Q1 2017 was Fiera Capital (Canada), an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2017.