ORIX
125 hedge funds and large institutions have $377M invested in ORIX in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 10 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 31
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
3% more capital invested
Capital invested by funds: $367M → $377M (+$9.88M)
1% more funds holding
Funds holding: 124 → 125 (+1)
0.02% less ownership
Funds ownership: 1.78% → 1.76% (-0.02%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.11M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.58M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.36M |
| 4 |
Renaissance Technologies
New York
|
+$2.3M |
| 5 |
Morgan Stanley
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$24.7M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.46M |
| 3 |
Two Sigma Investments
New York
|
-$1.38M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$650K |
| 5 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HJGA
126
Hardman Johnston Global Advisors
Stamford,
Connecticut
| – | -$24.7M | -1,587,680 | Closed |
|
|
127
Two Sigma Investments
New York
| – | -$1.38M | -88,815 | Closed |
|
|
AB
128
AT Bancorp
Dubuque,
Iowa
| – | -$562K | -36,070 | Closed |
|
|
PTC
129
Private Trust Company
Cleveland,
Ohio
| – | -$205K | -13,200 | Closed |
|
|
PVWM
130
Point View Wealth Management
Summit,
New Jersey
| – | -$201K | -12,885 | Closed |
|
131
Creative Planning
Overland Park,
Kansas
| – | -$47K | -3,045 | Closed |
|
|
IWM
132
IHT Wealth Management
Chicago,
Illinois
| – | -$1.82K | -2,205 | Closed |
|
|
AIM
133
Acrospire Investment Management
Chicago,
Illinois
| – | -$18K | -1,160 | Closed |
|
134
BlackRock
New York
| – | -$16K | -1,000 | Closed |
|
|
TRCT
135
Tower Research Capital (TRC)
New York
| – | -$9K | -550 | Closed |
|
IX Hedge Fund Activity: Q3 2017 in Review
125 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2017, worth a combined $377M — up 2.7% from $367M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IX positions and 10 closed out — a net gain of 3 holders — while 57 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $8.11M. The largest seller was Hardman Johnston Global Advisors, exiting entirely with an estimated $24.7M sold.
- 125 institutional investors held ORIX (IX) as of Q3 2017, up from 124 in Q2 2017.
- Funds reported $377M of ORIX stock for Q3 2017, up 2.7% quarter-over-quarter.
- 13 funds opened new ORIX positions in Q3 2017 and 10 closed out, a net change of +3 holders.
- The largest ORIX buyer in Q3 2017 was Bank of America, an estimated $8.11M added.
- The largest ORIX seller in Q3 2017 was Hardman Johnston Global Advisors, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2017.