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ORIX

IX

Market cap $41.8B

130 hedge funds and large institutions have $270M invested in ORIX in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 41 closing their positions.

New

Increased

Maintained

Reduced

Closed

0.47% less ownership

Funds ownership: 1.89% → 1.42% (-0.47%)

16% less funds holding

Funds holding: 155 → 130 (-25)

25% less capital invested

Capital invested by funds: $359M → $270M (-$88.6M)

33% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 55

56% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 41

Holders

130

Holders Change

-25

Holders Change %

-16.13%

% of All Funds

2.81%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

Rank	Fund	Capital Flow
1	D.E. Shaw & Co New York	+$4.99M
2	Marshall Wace London, United Kingdom	+$3.04M
3	Deutsche Bank Frankfurt Am Main Ge, Germany	+$2.07M
4	Renaissance Technologies New York	+$1.89M
5	NAM NorthCoast Asset Management Greenwich, Connecticut	+$1.73M

Top Sellers

Rank	Fund	Capital Flow
1	ClearBridge Investments New York	-$27M
2	Bank of America Charlotte, North Carolina	-$15.5M
3	RG Renaissance Group Covington, Kentucky	-$14.2M
4	Wells Fargo San Francisco, California	-$11.1M
5	PPA Parametric Portfolio Associates Seattle, Washington	-$4.02M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
101	CTC 101 Central Trust Company Jefferson City, Missouri	$11K	–	–	–
102	LWA 102 Lenox Wealth Advisors New York	$10K	–	–	–
103	103 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$10K	–	–	–
104	104 Rockefeller Capital Management New York	$10K	+$10.5K	+710	New
105	AIA 105 Alera Investment Advisors Deerfield, Illinois	$9K	-$3.98K	-270	-31%
106	FMII 106 Farmers & Merchants Investments Inc Lincoln, Nebraska	$9K	-$1.99K	-135	-17%
107	PB 107 Pinnacle Bancorp Beatrice, Nebraska	$8K	–	–	–
108	SMFS 108 Squar Milner Financial Services Irvine, California	$8K	+$8.55K	+580	New
109	FPFS 109 First Personal Financial Services Charlotte, North Carolina	$7K	–	–	–
110	WAP 110 Wealthcare Advisory Partners West Chester, Pennsylvania	$7K	–	–	–
111	BCA 111 Berman Capital Advisors Atlanta, Georgia	$7K	+$1.62K	+110	+25%
112	TC 112 Truvestments Capital Sarasota, Florida	$7K	+$7K	+475	New
113	113 Carson Wealth (CWM LLC) Omaha, Nebraska	$6K	-$1.55K	-105	-23%
114	FRA 114 Front Row Advisors Tiburon, California	$5K	-$1.48K	-100	-24%
115	LFA 115 Legacy Financial Advisors Covington, Kentucky	$5K	–	–	–
116	FCA 116 FinTrust Capital Advisors Greenville, South Carolina	$3K	-$737	-50	-22%
117	AC 117 Avestar Capital New York	$3K	–	–	–
118	RFA 118 Reilly Financial Advisors La Mesa, California	$3K	–	–	–
119	WT 119 Whittier Trust South Pasadena, California	$3K	–	–	–
120	RCAG 120 Rehmann Capital Advisory Group Lansing, Michigan	$2.44K	–	–	–
121	OAM 121 Oppenheimer Asset Management New York	$2K	-$166K	-11,285	-99%
122	LWM 122 Lenox Wealth Management Cincinnati, Ohio	$2K	-$1.48K	-100	-38%
123	RIA 123 Realta Investment Advisors Wilmington, Delaware	$2K	+$2.06K	+140	New
124	SWM 124 SeaCrest Wealth Management Purchase, New York	$1K	–	–	–
125	TL 125 TrueWealth LLC Atlanta, Georgia	$1K	–	–	–

IX Hedge Fund Activity: Q1 2019 in Review

130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2019, worth a combined $270M — down 25% from $359M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IX and 18 opened new positions — a net loss of 23 holders — while 55 trimmed existing stakes and 37 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $4.99M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $27M sold.

130 institutional investors held ORIX (IX) as of Q1 2019, down from 155 in Q4 2018.
Funds reported $270M of ORIX stock for Q1 2019, down 25% quarter-over-quarter.
18 funds opened new ORIX positions in Q1 2019 and 41 closed out, a net change of -23 holders.
The largest ORIX buyer in Q1 2019 was D.E. Shaw & Co, an estimated $4.99M added.
The largest ORIX seller in Q1 2019 was ClearBridge Investments, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2019.

ORIX IX Market cap $41.8B