We are live on ! Find out more
IX icon

ORIX
IX

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $238M → $272M (+$33.3M)

0.18% more ownership

Funds ownership: 1.47% → 1.65% (+0.18%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 114 → 112 (-2)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
UBS AM
Illinois
+$20.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$2.79M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.54M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.06M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.24M
2
US Bancorp
US Bancorp
Minnesota
-$831K
3
OMC
Old Mission Capital
Illinois
-$642K
4
Renaissance Technologies
Renaissance Technologies
New York
-$641K
5
Citadel Advisors
Citadel Advisors
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
101
Evoke Wealth
California
$4K -$676 -55 -14%
CCA
102
Column Capital Advisors
Indiana
$4K +$799 +65 +24%
GAM
103
Gemmer Asset Management
California
$4K +$3.26K +265 +353%
BAM
104
Bellevue Asset Management
Washington
$3K – – –
TPCW
105
TD Private Client Wealth
New York
$2.19K -$93.6K -7,615 -98%
IA
106
IFP Advisors
Florida
$2K -$369 -30 -15%
CFD
107
Creative Financial Designs
Indiana
$2K – – –
ABC
108
Associated Banc-Corp
Wisconsin
$1K -$246 -20 -20%
BCM
109
Bourgeon Capital Management
Connecticut
$1K +$984 +80 New
CFB
110
Cullen/Frost Bankers
Texas
$1K +$1.23K +100 New
OMC
111
Old Mission Capital
Illinois
– -$642K -52,140 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$472K -38,350 Closed
CSS
113
Cubist Systematic Strategies
Connecticut
– -$317K -25,695 Closed
Two Sigma Advisers
114
Two Sigma Advisers
New York
– -$308K -25,000 Closed
SEI Investments
115
SEI Investments
Pennsylvania
– -$223K -18,055 Closed
CAN
116
Cetera Advisor Networks
California
– -$81K -6,565 Closed
PWP
117
Principle Wealth Partners
Connecticut
– -$30K -2,475 Closed
BL
118
Balentine LLC
Georgia
– -$20K -1,590 Closed
TI
119
tru Independence
Oregon
– -$9 -725 Closed
RWB
120
RMR Wealth Builders
New Jersey
– -$7K -595 Closed
PB
121
Pinnacle Bancorp
Nebraska
– -$7K -580 Closed
KPW
122
Kore Private Wealth
New York
– -$6K -510 Closed
LWM
123
Liberty Wealth Management
California
– -$4K -335 Closed
RFA
124
Reilly Financial Advisors
California
– -$3K -210 Closed
SCA
125
Stonebridge Capital Advisors
Minnesota
– -$1K -70 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q3 2020 in Review

112 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2020, worth a combined $272M — up 14% from $238M a quarter earlier.

Fund positioning in IX was balanced in Q3 2020: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 38 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $20.3M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.24M.

  • 112 institutional investors held ORIX (IX) as of Q3 2020, down from 114 in Q2 2020.
  • Funds reported $272M of ORIX stock for Q3 2020, up 14% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2020 and 16 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q3 2020 was UBS AM, an estimated $20.3M added.
  • The largest ORIX seller in Q3 2020 was Parametric Portfolio Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.