ORIX
145 hedge funds and large institutions have $405M invested in ORIX in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 20 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 39
0.07% more ownership
Funds ownership: 1.87% → 1.93% (+0.07%)
8% less funds holding
Funds holding: 158 → 145 (-13)
9% less capital invested
Capital invested by funds: $444M → $405M (-$39.3M)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.93M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$4.06M |
| 4 |
ClearBridge Investments
New York
|
+$3.92M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$2.24M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.16M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.09M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$1.75M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.51M |
IX Hedge Fund Activity: Q2 2018 in Review
145 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2018, worth a combined $405M — down 8.8% from $444M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IX and 11 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 62 added.
The largest buyer was PNC Financial Services Group, adding an estimated $8.05M. The largest seller was Guardian Capital (Canada), exiting entirely with an estimated $2.24M sold.
- 145 institutional investors held ORIX (IX) as of Q2 2018, down from 158 in Q1 2018.
- Funds reported $405M of ORIX stock for Q2 2018, down 8.8% quarter-over-quarter.
- 11 funds opened new ORIX positions in Q2 2018 and 20 closed out, a net change of -9 holders.
- The largest ORIX buyer in Q2 2018 was PNC Financial Services Group, an estimated $8.05M added.
- The largest ORIX seller in Q2 2018 was Guardian Capital (Canada), an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2018.