ORIX
110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.
4% more capital invested
Capital invested by funds: $283M → $294M (+$10.3M)
0.05% more ownership
Funds ownership: 1.42% → 1.48% (+0.05%)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
9% less funds holding
Funds holding: 121 → 110 (-11)
42% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$9.78M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$7.99M |
| 3 |
Morgan Stanley
New York
|
+$5.43M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$4.03M |
| 5 |
HJIM
Henry James International Management
New York
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$4.18M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$3.94M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.32M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$2.72M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$2.1M |
IX Hedge Fund Activity: Q3 2019 in Review
110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2019, worth a combined $294M — up 3.6% from $283M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IX and 14 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 37 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $9.78M. The largest seller was Eagle Global Advisors, cutting an estimated $4.18M.
- 110 institutional investors held ORIX (IX) as of Q3 2019, down from 121 in Q2 2019.
- Funds reported $294M of ORIX stock for Q3 2019, up 3.6% quarter-over-quarter.
- 14 funds opened new ORIX positions in Q3 2019 and 24 closed out, a net change of -10 holders.
- The largest ORIX buyer in Q3 2019 was Crossmark Global Holdings, an estimated $9.78M added.
- The largest ORIX seller in Q3 2019 was Eagle Global Advisors, an estimated $4.18M sold.
Based on aggregated 13F filings for Q3 2019.