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ORIX
IX

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $294M → $332M (+$38.5M)

9% more funds holding

Funds holding: 110 → 120 (+10)

0.03% more ownership

Funds ownership: 1.48% → 1.51% (+0.03%)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.12M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.46M
3
Bank of America
Bank of America
North Carolina
+$2.13M
4
PPA
Parametric Portfolio Associates
Washington
+$1.49M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$6.77M
2
NAM
NorthCoast Asset Management
Connecticut
-$1.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.12M
4
Northern Trust
Northern Trust
Illinois
-$762K
5
HJIM
Henry James International Management
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
Evolution Wealth Advisors
Florida
$9K +$8.83K +550 New
CTC
102
Central Trust Company
Missouri
$8K – – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
LWM
104
Liberty Wealth Management
California
$7K +$4.01K +250 +179%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
IA
106
IFP Advisors
Florida
$6K – – –
CCA
107
Column Capital Advisors
Indiana
$5K +$4.97K +310 New
GRP
108
Global Retirement Partners
California
$4K +$1.12K +70 +42%
WQ
109
Wealth Quarterback
New Jersey
$3.21K +$3.13K +195 New
LWM
110
Lenox Wealth Management
Ohio
$3K – – –
OAM
111
Oppenheimer Asset Management
New York
$3K – – –
RFA
112
Reilly Financial Advisors
California
$3K – – –
WCM
113
Wealthcare Capital Management
Virginia
$3K +$2.89K +180 New
GAM
114
Gemmer Asset Management
California
$2K – – –
TL
115
TrueWealth LLC
Georgia
$2K – – –
PGAM
116
Princeton Global Asset Management
New Jersey
$1.51K +$189K +11,750 +15%
IFAM
117
Institutional & Family Asset Management
Colorado
$1K – – –
SCA
118
Stonebridge Capital Advisors
Minnesota
$1K – – –
FHA
119
First Horizon Advisors
Tennessee
$1K +$1.04K +65 +163%
UBS AM
120
UBS AM
Illinois
– -$6.77M -450,760 Closed
ECM
121
Evergreen Capital Management
Washington
– -$200K -13,280 Closed
QT
122
Quantamental Technologies
New York
– -$45K -3,000 Closed
BL
123
Balentine LLC
Georgia
– -$36K -2,365 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$4K -250 Closed
BlackRock
125
BlackRock
New York
– -$3K -195 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2019, worth a combined $332M — up 13% from $294M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IX positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.12M. The largest seller was UBS AM, exiting entirely with an estimated $6.77M sold.

  • 120 institutional investors held ORIX (IX) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $332M of ORIX stock for Q4 2019, up 13% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q4 2019 was Morgan Stanley, an estimated $4.12M added.
  • The largest ORIX seller in Q4 2019 was UBS AM, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2019.