ORIX
120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
65% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 31
13% more capital invested
Capital invested by funds: $294M → $332M (+$38.5M)
9% more funds holding
Funds holding: 110 → 120 (+10)
0.03% more ownership
Funds ownership: 1.48% → 1.51% (+0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.12M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.49M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$6.77M |
| 2 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
-$1.65M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.12M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$762K |
| 5 |
HJIM
Henry James International Management
New York
|
-$529K |
IX Hedge Fund Activity: Q4 2019 in Review
120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2019, worth a combined $332M — up 13% from $294M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IX positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.12M. The largest seller was UBS AM, exiting entirely with an estimated $6.77M sold.
- 120 institutional investors held ORIX (IX) as of Q4 2019, up from 110 in Q3 2019.
- Funds reported $332M of ORIX stock for Q4 2019, up 13% quarter-over-quarter.
- 19 funds opened new ORIX positions in Q4 2019 and 8 closed out, a net change of +11 holders.
- The largest ORIX buyer in Q4 2019 was Morgan Stanley, an estimated $4.12M added.
- The largest ORIX seller in Q4 2019 was UBS AM, an estimated $6.77M sold.
Based on aggregated 13F filings for Q4 2019.