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ORIX
IX

123 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

10% more capital invested

Capital invested by funds: $272M → $300M (+$28M)

10% more funds holding

Funds holding: 112 → 123 (+11)

0.18% less ownership

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

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
43
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$5.33M
2
FWCM
Ferguson Wellman Capital Management
Oregon
+$5.23M
3
State Street
State Street
Massachusetts
+$3.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.99M
5
AG
Aperio Group
California
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$23.8M
2
UBS AM
UBS AM
Illinois
-$20.6M
3
Stifel Financial
Stifel Financial
Missouri
-$2.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.01M
5
Citigroup
Citigroup
New York
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
BlackRock
102
BlackRock
New York
$6K +$71 +5 +1%
CCA
103
Column Capital Advisors
Indiana
$5K – – –
EW
104
Evoke Wealth
California
$5K – – –
FCH
105
Freestone Capital Holdings
Washington
$4.95K – – –
BAM
106
Bellevue Asset Management
Washington
$4K – – –
IA
107
IFP Advisors
Florida
$4K +$1.76K +125 +76%
FPS
108
Fieldpoint Private Securities
Connecticut
$4K +$3.52K +250 New
IAIM
109
International Assets Investment Management
Florida
$4K +$3.88K +275 New
GAM
110
Gemmer Asset Management
California
$3K -$1.76K -125 -37%
CFD
111
Creative Financial Designs
Indiana
$2K – – –
M
112
MOTCO
Texas
$2K +$1.69K +120 New
ABC
113
Associated Banc-Corp
Wisconsin
$1K – – –
IFAM
114
Institutional & Family Asset Management
Colorado
$1K – – –
RWA
115
Ropes Wealth Advisors
Massachusetts
$1K +$494 +35 New
AA
116
Addison Advisors
Vermont
$1K +$776 +55 New
BC
117
Bartlett & Co
Ohio
$1K +$846 +60 New
LWM
118
Liberty Wealth Management
California
$1K +$1.06K +75 New
CCA
119
Childress Capital Advisors
Texas
$1K +$1.34K +95 New
FHA
120
First Horizon Advisors
Tennessee
$1K +$1.62K +115 New
BCWM
121
Bartlett & Co Wealth Management
Ohio
$928 +$846 +60 New
TI
122
tru Independence
Oregon
$11 +$10.2K +725 New
UBS AM
123
UBS AM
Illinois
– -$20.6M -1,648,805 Closed
Stifel Financial
124
Stifel Financial
Missouri
– -$2.36M -188,670 Closed
Renaissance Technologies
125
Renaissance Technologies
New York
– -$1.21M -96,850 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q4 2020 in Review

123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2020, worth a combined $300M — up 10% from $272M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IX positions and 15 closed out — a net gain of 13 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $5.33M. The largest seller was Aristotle Capital Management, cutting an estimated $23.8M.

  • 123 institutional investors held ORIX (IX) as of Q4 2020, up from 112 in Q3 2020.
  • Funds reported $300M of ORIX stock for Q4 2020, up 10% quarter-over-quarter.
  • 28 funds opened new ORIX positions in Q4 2020 and 15 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q4 2020 was Parametric Portfolio Associates, an estimated $5.33M added.
  • The largest ORIX seller in Q4 2020 was Aristotle Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2020.