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ORIX
IX

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $283M → $294M (+$10.3M)

0.05% more ownership

Funds ownership: 1.42% → 1.48% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

9% less funds holding

Funds holding: 121 → 110 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.78M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$7.99M
3
Morgan Stanley
Morgan Stanley
New York
+$5.43M
4
AG
Aperio Group
California
+$4.03M
5
HJIM
Henry James International Management
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
EGA
Eagle Global Advisors
Texas
-$4.18M
2
MWNA
Marshall Wace North America
New York
-$3.94M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.32M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.72M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
76
Zions Bancorporation
Utah
$34K -$1.57K -105 -4%
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
SPIA
78
Steward Partners Investment Advisory
New York
$27K – – –
Bessemer Group
79
Bessemer Group
New Jersey
$24K +$1.8K +120 +8%
EW
80
Evoke Wealth
California
$21.9K +$21.8K +1,455 New
BCA
81
Berman Capital Advisors
Georgia
$15K – – –
AF
82
Advisornet Financial
Minnesota
$13K +$12.5K +835 New
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$12K -$974 -65 -8%
LWA
84
Lenox Wealth Advisors
New York
$11K – – –
FMII
85
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
PB
87
Pinnacle Bancorp
Nebraska
$9K – – –
ASN
88
Advisory Services Network
Georgia
$7K – – –
CTC
89
Central Trust Company
Missouri
$7K – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IA
92
IFP Advisors
Florida
$6K +$5.62K +375 New
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$4K -$63.2K -4,215 -93%
TRCT
94
Tower Research Capital (TRC)
New York
$4K +$3.75K +250 New
RFA
95
Reilly Financial Advisors
California
$3K – – –
BlackRock
96
BlackRock
New York
$3K +$2.32K +155 +388%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$2.56K – – –
CCM
98
Copeland Capital Management
Pennsylvania
$2K – – –
GAM
99
Gemmer Asset Management
California
$2K – – –
OAM
100
Oppenheimer Asset Management
New York
$2K – – –
2 3
4
5 6

IX Hedge Fund Activity: Q3 2019 in Review

110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2019, worth a combined $294M — up 3.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IX and 14 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 37 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.78M. The largest seller was Eagle Global Advisors, cutting an estimated $4.18M.

  • 110 institutional investors held ORIX (IX) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $294M of ORIX stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q3 2019 and 24 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2019 was Crossmark Global Holdings, an estimated $9.78M added.
  • The largest ORIX seller in Q3 2019 was Eagle Global Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2019.