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ORIX
IX

125 hedge funds and large institutions have $377M invested in ORIX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more capital invested

Capital invested by funds: $367M → $377M (+$9.88M)

1% more funds holding

Funds holding: 124 → 125 (+1)

0.02% less ownership

Funds ownership: 1.78% → 1.76% (-0.02%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
57
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.11M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.58M
3
PPA
Parametric Portfolio Associates
Washington
+$2.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.3M
5
Morgan Stanley
Morgan Stanley
New York
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
HJGA
Hardman Johnston Global Advisors
Connecticut
-$24.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$5.46M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.38M
4
Stifel Financial
Stifel Financial
Missouri
-$650K
5
AB
AT Bancorp
Iowa
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCIM
101
Meadow Creek Investment Management
Georgia
$98K – – –
IDBONY
102
Israel Discount Bank of New York
New York
$82K – – –
BC
103
Bartlett & Co
Ohio
$81K – – –
GT
104
Glenmede Trust
Pennsylvania
$53K +$28.4K +1,765 +110%
BL
105
Balentine LLC
Georgia
$36K +$2.33K +145 +7%
PA
106
Parallel Advisors
California
$34K +$4.99K +310 +18%
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$21K – – –
CAW
109
Cornerstone Advisors (Washington)
Washington
$20K – – –
IA
110
IFP Advisors
Florida
$19K – – –
OAM
111
Oppenheimer Asset Management
New York
$14K +$7.96K +495 +129%
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
SPIA
113
Steward Partners Investment Advisory
New York
$13K +$7K +435 +116%
LIA
114
LS Investment Advisors
Michigan
$8K – – –
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$1.04K +65 +15%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$7K +$1.85K +115 +40%
SFSIG
117
San Francisco Sentry Investment Group
California
$7K +$6.75K +420 New
DVM
118
Dreman Value Management
Florida
$6K – – –
WTB
119
Washington Trust Bank
Washington
$6K – – –
WA
120
Winfield Associates
Ohio
$6K – – –
BTIS
121
BB&T Investment Services
North Carolina
$5K +$2.41K +150 +91%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.15K +320 New
VFA
123
Valeo Financial Advisors
Indiana
$5K +$5.15K +320 New
RFA
124
Reilly Financial Advisors
California
$3K – – –
CFD
125
Creative Financial Designs
Indiana
$2K – – –
2 3 4
5
6

IX Hedge Fund Activity: Q3 2017 in Review

125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2017, worth a combined $377M — up 2.7% from $367M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IX positions and 10 closed out — a net gain of 3 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $8.11M. The largest seller was Hardman Johnston Global Advisors, exiting entirely with an estimated $24.7M sold.

  • 125 institutional investors held ORIX (IX) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $377M of ORIX stock for Q3 2017, up 2.7% quarter-over-quarter.
  • 13 funds opened new ORIX positions in Q3 2017 and 10 closed out, a net change of +3 holders.
  • The largest ORIX buyer in Q3 2017 was Bank of America, an estimated $8.11M added.
  • The largest ORIX seller in Q3 2017 was Hardman Johnston Global Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2017.