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ORIX
IX

113 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 1.51% → 1.57% (+0.06%)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

6% less funds holding

Funds holding: 120 → 113 (-7)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

26% less capital invested

Capital invested by funds: $332M → $246M (-$85.9M)

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
38
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.93M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$4.66M
4
PPA
Parametric Portfolio Associates
Washington
+$3.21M
5
Jane Street
Jane Street
New York
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.34M
2
AG
Aperio Group
California
-$2.9M
3
MWNA
Marshall Wace North America
New York
-$1.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$993K
5
UBS Group
UBS Group
Switzerland
-$845K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
101
Bellevue Asset Management
Washington
$3K +$4.02K +255 New
RFA
102
Reilly Financial Advisors
California
$2K – – –
JIR
103
James Investment Research
Ohio
$2K +$3.16K +200 New
FHA
104
First Horizon Advisors
Tennessee
$1K – – –
SCA
105
Stonebridge Capital Advisors
Minnesota
$1K – – –
TL
106
TrueWealth LLC
Georgia
$1K – – –
GWS
107
Glassman Wealth Services
Virginia
$1K +$473 +30 +120%
ABC
108
Associated Banc-Corp
Wisconsin
$1K +$868 +55 New
PWMG
109
Prestige Wealth Management Group
New Jersey
$1K +$868 +55 New
VFA
110
Valeo Financial Advisors
Indiana
$1K +$1.03K +65 New
RWML
111
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$709 +$947 +60 New
TI
112
tru Independence
Oregon
$22 – – –
MWNA
113
Marshall Wace North America
New York
– -$1.13M -67,985 Closed
CIM
114
Confluence Investment Management
Missouri
– -$525K -35,055 Closed
Marshall Wace
115
Marshall Wace
United Kingdom
– -$533K -31,935 Closed
DWT
116
Dorsey & Whitney Trust
South Dakota
– -$315K -18,850 Closed
Invesco
117
Invesco
Georgia
– -$283K -16,940 Closed
NAM
118
NorthCoast Asset Management
Connecticut
– -$256K -15,360 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– -$236K -14,190 Closed
CG
120
Caprock Group
Idaho
– -$231K -13,850 Closed
BP
121
Ballentine Partners
Massachusetts
– -$216K -12,960 Closed
WAM
122
World Asset Management
Michigan
– -$210K -12,575 Closed
RhumbLine Advisers
123
RhumbLine Advisers
Massachusetts
– -$206K -12,355 Closed
JIC
124
Johnson Investment Counsel
Ohio
– -$204K -12,250 Closed
AP
125
Advisor Partners
California
– -$206K -12,225 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2020, worth a combined $246M — down 26% from $332M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IX and 19 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Fidelity Investments, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $5.34M.

  • 113 institutional investors held ORIX (IX) as of Q1 2020, down from 120 in Q4 2019.
  • Funds reported $246M of ORIX stock for Q1 2020, down 26% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q1 2020 and 22 closed out, a net change of -3 holders.
  • The largest ORIX buyer in Q1 2020 was Fidelity Investments, an estimated $6.6M added.
  • The largest ORIX seller in Q1 2020 was Bank of America, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2020.