ORIX
135 hedge funds and large institutions have $344M invested in ORIX in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $302M → $344M (+$42.9M)
11% more funds holding
Funds holding: 122 → 135 (+13)
0.14% more ownership
Funds ownership: 1.54% → 1.67% (+0.14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
38% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
+$16.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$8.88M |
| 3 |
Renaissance Technologies
New York
|
+$4.05M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.38M |
| 5 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$3.79M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.73M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.01M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.5M |
| 5 |
WIS
Wright Investors Service
Shelton,
Connecticut
|
-$1.68M |
IX Hedge Fund Activity: Q4 2016 in Review
135 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2016, worth a combined $344M — up 14% from $302M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IX positions and 12 closed out — a net gain of 14 holders — while 34 added to existing stakes and 55 trimmed.
The largest buyer was Hardman Johnston Global Advisors, adding an estimated $16.4M. The largest seller was Capital Guardian Trust, exiting entirely with an estimated $3.79M sold.
- 135 institutional investors held ORIX (IX) as of Q4 2016, up from 122 in Q3 2016.
- Funds reported $344M of ORIX stock for Q4 2016, up 14% quarter-over-quarter.
- 26 funds opened new ORIX positions in Q4 2016 and 12 closed out, a net change of +14 holders.
- The largest ORIX buyer in Q4 2016 was Hardman Johnston Global Advisors, an estimated $16.4M added.
- The largest ORIX seller in Q4 2016 was Capital Guardian Trust, an estimated $3.79M sold.
Based on aggregated 13F filings for Q4 2016.