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ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
101
Proficio Capital Partners
Massachusetts
$90K -$18.2K -1,075 -17%
IDBONY
102
Israel Discount Bank of New York
New York
$86K – – –
BC
103
Bartlett & Co
Ohio
$85K – – –
GT
104
Glenmede Trust
Pennsylvania
$83K +$27.8K +1,640 +49%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$40.6K +2,400 +485%
PFA
106
Pathway Financial Advisors
Vermont
$47K +$47.3K +2,795 New
BL
107
Balentine LLC
Georgia
$38K – – –
EFSCE
108
Enterprise Financial Services Corp (EFSC)
Missouri
$34K – – –
PA
109
Parallel Advisors
California
$34K +$339 +20 +1%
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$23K +$15.8K +935 +231%
Schroder Investment Management Group
111
Schroder Investment Management Group
United Kingdom
$22K – – –
IA
112
IFP Advisors
Florida
$21K +$1.02K +60 +5%
CAW
113
Cornerstone Advisors (Washington)
Washington
$20K – – –
SPIA
114
Steward Partners Investment Advisory
New York
$18K +$4.4K +260 +32%
BBHC
115
Brown Brothers Harriman & Co
New York
$15K +$15K +885 New
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$11K +$6.01K +355 +111%
CA
118
Calton & Associates
Florida
$10K +$9.31K +550 New
LFA
119
Legacy Financial Advisors
Kentucky
$10K +$10.2K +600 New
PWM
120
Paulson Wealth Management
Illinois
$9K +$8.8K +520 New
LIA
121
LS Investment Advisors
Michigan
$8K – – –
FPFS
122
First Personal Financial Services
North Carolina
$8K +$8.38K +495 New
DVM
123
Dreman Value Management
Florida
$7K – – –
WA
124
Winfield Associates
Ohio
$7K +$423 +25 +7%
SWM
125
SeaCrest Wealth Management
New York
$7K +$7.45K +440 New
3 4
5
6 7

IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.