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ORIX
IX

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $270M → $283M (+$13.1M)

0% more ownership

Funds ownership: 1.42% → 1.42% (+0%)

7% less funds holding

Funds holding: 130 → 121 (-9)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$6.99M
2
PPA
Parametric Portfolio Associates
Washington
+$6.22M
3
UBS AM
UBS AM
Illinois
+$3.89M
4
N
Nuveen
North Carolina
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.71M
2
William Blair & Company
William Blair & Company
Illinois
-$4.38M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$3.52M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$3.33M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$7K +$6.87K +480 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
FRA
103
Front Row Advisors
California
$3K -$2.15K -150 -46%
RFA
104
Reilly Financial Advisors
California
$3K – – –
WT
105
Whittier Trust
California
$3K – – –
TPWA
106
TRUE Private Wealth Advisors
Oregon
$3K +$3.22K +225 New
RCAG
107
Rehmann Capital Advisory Group
Michigan
$2.54K – – –
LWM
108
Lenox Wealth Management
Ohio
$2K – – –
OAM
109
Oppenheimer Asset Management
New York
$2K – – –
RIA
110
Realta Investment Advisors
Delaware
$2K – – –
CCM
111
Copeland Capital Management
Pennsylvania
$2K +$2K +140 New
W
112
WealthStone
Ohio
$1.05K +$1K +70 New
CFA
113
Camarda Financial Advisors
Florida
$1K – – –
TL
114
TrueWealth LLC
Georgia
$1K – – –
GAM
115
Gemmer Asset Management
California
$1K +$358 +25 +33%
BlackRock
116
BlackRock
New York
$1K +$573 +40 New
SCA
117
Stonebridge Capital Advisors
Minnesota
$1K +$1K +70 New
GT
118
Glenmede Trust
Pennsylvania
$102 +$9.31K +650 +10%
William Blair & Company
119
William Blair & Company
Illinois
– -$4.38M -304,390 Closed
CS
120
Credit Suisse
Switzerland
– -$1.67M -115,820 Closed
BDS
121
Banco de Sabadell
Florida
– -$1.23M -84,620 Closed
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
– -$394K -27,430 Closed
SEI Investments
123
SEI Investments
Pennsylvania
– -$324K -22,515 Closed
CSS
124
Cubist Systematic Strategies
Connecticut
– -$319K -22,190 Closed
ONB
125
Old National Bancorp
Indiana
– -$252K -17,505 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q2 2019 in Review

121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2019, worth a combined $283M — up 4.8% from $270M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IX and 17 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 48 added.

The largest buyer was Aperio Group, adding an estimated $6.99M. The largest seller was PNC Financial Services Group, cutting an estimated $6.71M.

  • 121 institutional investors held ORIX (IX) as of Q2 2019, down from 130 in Q1 2019.
  • Funds reported $283M of ORIX stock for Q2 2019, up 4.8% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2019 and 25 closed out, a net change of -8 holders.
  • The largest ORIX buyer in Q2 2019 was Aperio Group, an estimated $6.99M added.
  • The largest ORIX seller in Q2 2019 was PNC Financial Services Group, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2019.