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ORIX
IX

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 112 → 114 (+2)

0.1% less ownership

Funds ownership: 1.57% → 1.47% (-0.1%)

3% less capital invested

Capital invested by funds: $246M → $238M (-$7.93M)

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.04M
3
Bank of America
Bank of America
North Carolina
+$1.8M
4
State Street
State Street
Massachusetts
+$1.24M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$855K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CGH
Crossmark Global Holdings
Texas
-$8.29M
3
PPA
Parametric Portfolio Associates
Washington
-$5.47M
4
AG
Aperio Group
California
-$2.35M
5
Jane Street
Jane Street
New York
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
101
Glassman Wealth Services
Virginia
$3K +$1.91K +155 +282%
VFA
102
Valeo Financial Advisors
Indiana
$3K +$2.46K +200 +308%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$2K -$2.03K -165 -55%
IA
104
IFP Advisors
Florida
$2K – – –
CFD
105
Creative Financial Designs
Indiana
$2K +$1.66K +135 New
SCA
106
Stonebridge Capital Advisors
Minnesota
$1K – – –
TL
107
TrueWealth LLC
Georgia
$1K – – –
ABC
108
Associated Banc-Corp
Wisconsin
$1K +$553 +45 +82%
GAM
109
Gemmer Asset Management
California
$1K +$922 +75 New
LWM
110
Lenox Wealth Management
Ohio
$1K +$1.41K +115 New
TI
111
tru Independence
Oregon
$9 -$13.8K -1,125 -61%
Jane Street
112
Jane Street
New York
– -$2.32M -196,615 Closed
Millennium Management
113
Millennium Management
New York
– -$1.15M -97,630 Closed
LPL Financial
114
LPL Financial
California
– -$657K -55,605 Closed
DIM
115
DC Investments Management
Virginia
– -$245K -20,760 Closed
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
– -$91K -7,735 Closed
TRCT
117
Tower Research Capital (TRC)
New York
– -$29K -2,445 Closed
ASN
118
Advisory Services Network
Georgia
– -$19K -1,590 Closed
AF
119
Advisornet Financial
Minnesota
– -$15K -1,305 Closed
AWA
120
Arkadios Wealth Advisors
Georgia
– -$15.4K -1,305 Closed
WAP
121
Wealthcare Advisory Partners
Pennsylvania
– -$6K -485 Closed
GRP
122
Global Retirement Partners
California
– -$4K -305 Closed
AT
123
Arden Trust
Delaware
– -$3K -230 Closed
JIR
124
James Investment Research
Ohio
– -$2K -200 Closed
PWMG
125
Prestige Wealth Management Group
New Jersey
– -$1K -55 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2020, worth a combined $238M — down 3.2% from $246M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IX positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.

  • 114 institutional investors held ORIX (IX) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $238M of ORIX stock for Q2 2020, down 3.2% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q2 2020 and 14 closed out, a net change of +2 holders.
  • The largest ORIX buyer in Q2 2020 was Wells Fargo, an estimated $14.9M added.
  • The largest ORIX seller in Q2 2020 was Morgan Stanley, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2020.