ORIX
93 hedge funds and large institutions have $311M invested in ORIX in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
16% more capital invested
Capital invested by funds: $267M → $311M (+$43.9M)
2% more funds holding
Funds holding: 91 → 93 (+2)
0.01% less ownership
Funds ownership: 1.28% → 1.27% (-0.01%)
32% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 37
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$8.62M |
| 2 |
GC
Gratry & Company
Beachwood,
Ohio
|
+$8.12M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$5.05M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.83M |
| 5 |
Renaissance Technologies
New York
|
+$1.26M |
Top Sellers
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$5.97M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
-$5.53M |
| 3 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$3.68M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$2.13M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
101
Bartlett & Co
Cincinnati,
Ohio
| – | -$4K | -230 | Closed |
|
102
Creative Planning
Overland Park,
Kansas
| – | -$3K | -205 | Closed |
|
|
WA
103
Waverly Advisors
Birmingham,
Alabama
| – | -$3K | -175 | Closed |
|
IX Hedge Fund Activity: Q4 2013 in Review
93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2013, worth a combined $311M — up 16% from $267M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IX positions and 11 closed out — a net gain of 3 holders — while 25 added to existing stakes and 37 trimmed.
The largest buyer was abrdn Investment Management, adding an estimated $8.62M. The largest seller was ING Group, exiting entirely with an estimated $5.97M sold.
- 93 institutional investors held ORIX (IX) as of Q4 2013, up from 91 in Q3 2013.
- Funds reported $311M of ORIX stock for Q4 2013, up 16% quarter-over-quarter.
- 14 funds opened new ORIX positions in Q4 2013 and 11 closed out, a net change of +3 holders.
- The largest ORIX buyer in Q4 2013 was abrdn Investment Management, an estimated $8.62M added.
- The largest ORIX seller in Q4 2013 was ING Group, an estimated $5.97M sold.
Based on aggregated 13F filings for Q4 2013.