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ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRAM
76
River Road Asset Management
Kentucky
$289K +$42.9K +2,535 +17%
BF
77
BOK Financial
Oklahoma
$283K +$113K +6,690 +67%
HNB
78
Huntington National Bank
Ohio
$282K +$85 +5 +0%
LPL Financial
79
LPL Financial
California
$280K +$16K +945 +6%
AI
80
Atria Investments
North Carolina
$265K +$23.7K +1,400 +10%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$265K +$25.2K +1,490 +11%
SEI Investments
82
SEI Investments
Pennsylvania
$251K +$9.57K +565 +4%
BP
83
Ballentine Partners
Massachusetts
$247K +$246K +14,535 New
N
84
Nuveen
North Carolina
$241K +$4.74K +280 +2%
CCA
85
Checchi Capital Advisers
California
$234K -$2.96K -175 -1%
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$230K -$12.6K -745 -5%
MOS
87
MGO One Seven
Ohio
$229K +$229K +13,535 New
RCM
88
Riverhead Capital Management
Delaware
$220K – – –
FCM
89
Flinton Capital Management
Pennsylvania
$219K – – –
CG
90
Caprock Group
Idaho
$214K +$189K +11,150 New
S
91
SignatureFD
Georgia
$213K +$213K +12,565 New
AssetMark Inc
92
AssetMark Inc
California
$208K +$47.8K +2,820 +30%
BWAM
93
Boyd Watterson Asset Management
Ohio
$206K +$206K +12,160 New
CB
94
Cadence Bank
Mississippi
$203K +$203K +11,995 New
TAM
95
Tyers Asset Management
Texas
$180K – – –
JCM
96
Jacobi Capital Management
Pennsylvania
$178K – – –
QCG
97
Quadrant Capital Group
Ohio
$168K -$1.52K -90 -0.8%
NA
98
Neuburgh Advisers
California
$142K – – –
CTC
99
Central Trust Company
Missouri
$106K -$2.88K -170 -3%
MCIM
100
Meadow Creek Investment Management
Georgia
$103K – – –
2 3
4
5 6

IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.