ORIX
158 hedge funds and large institutions have $444M invested in ORIX in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 13 closing their positions.
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
83% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 35
12% more capital invested
Capital invested by funds: $396M → $444M (+$48M)
12% more funds holding
Funds holding: 141 → 158 (+17)
0.11% more ownership
Funds ownership: 1.76% → 1.87% (+0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.45M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.29M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.67M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.34M |
| 5 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.81M |
| 3 |
ClearBridge Investments
New York
|
-$1.85M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$963K |
| 5 |
Two Sigma Investments
New York
|
-$826K |
IX Hedge Fund Activity: Q1 2018 in Review
158 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2018, worth a combined $444M — up 12% from $396M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IX positions and 13 closed out — a net gain of 18 holders — while 64 added to existing stakes and 35 trimmed.
The largest buyer was Ferguson Wellman Capital Management, adding an estimated $3.45M. The largest seller was Envestnet Asset Management, cutting an estimated $3.42M.
- 158 institutional investors held ORIX (IX) as of Q1 2018, up from 141 in Q4 2017.
- Funds reported $444M of ORIX stock for Q1 2018, up 12% quarter-over-quarter.
- 31 funds opened new ORIX positions in Q1 2018 and 13 closed out, a net change of +18 holders.
- The largest ORIX buyer in Q1 2018 was Ferguson Wellman Capital Management, an estimated $3.45M added.
- The largest ORIX seller in Q1 2018 was Envestnet Asset Management, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2018.