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ORIX
IX

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $238M → $272M (+$33.3M)

0.18% more ownership

Funds ownership: 1.47% → 1.65% (+0.18%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 114 → 112 (-2)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
UBS AM
Illinois
+$20.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$2.79M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.54M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.06M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.24M
2
US Bancorp
US Bancorp
Minnesota
-$831K
3
OMC
Old Mission Capital
Illinois
-$642K
4
Renaissance Technologies
Renaissance Technologies
New York
-$641K
5
Citadel Advisors
Citadel Advisors
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$69K +$246 +20 +0.4%
LC
77
Lindbrook Capital
California
$63K -$34.7K -2,825 -36%
CAW
78
Cornerstone Advisors (Washington)
Washington
$57K -$3.93K -320 -7%
Deutsche Bank
79
Deutsche Bank
Germany
$32K +$31K +2,525 New
ASN
80
Advisory Services Network
Georgia
$32K +$31.7K +2,575 New
JP Morgan Chase
81
JP Morgan Chase
New York
$28K +$3.63K +295 +16%
ZB
82
Zions Bancorporation
Utah
$25K +$1.23K +100 +5%
EFSCE
83
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$2.46K -200 -9%
Bessemer Group
84
Bessemer Group
New Jersey
$19K – – –
VFA
85
Valeo Financial Advisors
Indiana
$19K +$15.7K +1,280 +483%
SPIA
86
Steward Partners Investment Advisory
New York
$16K -$984 -80 -6%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$16K +$15.4K +1,250 New
Axa
88
Axa
France
$12K +$11.6K +945 New
BCA
89
Berman Capital Advisors
Georgia
$10K -$4.79K -390 -33%
LWA
90
Lenox Wealth Advisors
New York
$9K – – –
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
FMII
92
Farmers & Merchants Investments Inc
Nebraska
$9K +$430 +35 +5%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$8K – – –
EI
94
Ellevest Inc
New York
$7K +$6.52K +530 +1,767%
BWM
95
BNC Wealth Management
Oregon
$7K +$7.25K +590 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
GWS
97
Glassman Wealth Services
Virginia
$6K +$3.26K +265 +126%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$5K +$3.63K +295 +219%
BlackRock
99
BlackRock
New York
$5K +$4.55K +370 New
FCH
100
Freestone Capital Holdings
Washington
$4K +$3.93K +320 New
2 3
4
5 6

IX Hedge Fund Activity: Q3 2020 in Review

112 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2020, worth a combined $272M — up 14% from $238M a quarter earlier.

Fund positioning in IX was balanced in Q3 2020: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 38 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $20.3M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.24M.

  • 112 institutional investors held ORIX (IX) as of Q3 2020, down from 114 in Q2 2020.
  • Funds reported $272M of ORIX stock for Q3 2020, up 14% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2020 and 16 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q3 2020 was UBS AM, an estimated $20.3M added.
  • The largest ORIX seller in Q3 2020 was Parametric Portfolio Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.