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ORIX
IX

121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $270M → $283M (+$13.1M)

0% more ownership

Funds ownership: 1.42% → 1.42% (+0%)

7% less funds holding

Funds holding: 130 → 121 (-9)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
121
Holders Change
-9
Holders Change %
-6.92%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
48
Reduced
33
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Aperio Group
California
+$6.99M
2
PPA
Parametric Portfolio Associates
Washington
+$6.22M
3
UBS AM
UBS AM
Illinois
+$3.89M
4
N
Nuveen
North Carolina
+$3.47M
5
Morgan Stanley
Morgan Stanley
New York
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$6.71M
2
William Blair & Company
William Blair & Company
Illinois
-$4.38M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$3.52M
4
DPIM
Duff & Phelps Investment Management
Illinois
-$3.33M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
126
MGO One Seven
Ohio
– -$244K -16,990 Closed
HF
127
HRT Financial
New York
– -$218K -15,210 Closed
Two Sigma Investments
128
Two Sigma Investments
New York
– -$213K -14,835 Closed
RJFSA
129
Raymond James Financial Services Advisors
Florida
– -$211K -14,685 Closed
CG
130
Caprock Group
Idaho
– -$209K -14,535 Closed
OWA
131
One Wealth Advisors
California
– -$161K -11,170 Closed
OIA
132
OneDigital Investment Advisors
Kansas
– -$137K -9,545 Closed
WAM
133
Wealthspire Advisors (Maryland)
Maryland
– -$84K -5,875 Closed
IDBONY
134
Israel Discount Bank of New York
New York
– -$52K -3,600 Closed
CAM
135
Cresset Asset Management
Illinois
– -$47K -3,245 Closed
BBNA
136
Bremer Bank National Association
Minnesota
– -$20K -1,420 Closed
AIA
137
Alera Investment Advisors
Illinois
– -$9K -610 Closed
SMFS
138
Squar Milner Financial Services
California
– -$8K -580 Closed
TC
139
Truvestments Capital
Florida
– -$7K -475 Closed
LFA
140
Legacy Financial Advisors
Kentucky
– -$5K -340 Closed
AC
141
Avestar Capital
New York
– -$3K -260 Closed
FCA
142
FinTrust Capital Advisors
South Carolina
– -$3K -175 Closed
SWM
143
SeaCrest Wealth Management
New York
– -$1K -90 Closed
FGAM
144
Financial Gravity Asset Management
Texas
– -$72 -5 -20%
IFAM
145
Institutional & Family Asset Management
Colorado
– +$72 +5 +17%
DPA
146
Delphi Private Advisors
California
– +$430 +30 New
2 3 4 5
6

IX Hedge Fund Activity: Q2 2019 in Review

121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2019, worth a combined $283M — up 4.8% from $270M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IX and 17 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 48 added.

The largest buyer was Aperio Group, adding an estimated $6.99M. The largest seller was PNC Financial Services Group, cutting an estimated $6.71M.

  • 121 institutional investors held ORIX (IX) as of Q2 2019, down from 130 in Q1 2019.
  • Funds reported $283M of ORIX stock for Q2 2019, up 4.8% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2019 and 25 closed out, a net change of -8 holders.
  • The largest ORIX buyer in Q2 2019 was Aperio Group, an estimated $6.99M added.
  • The largest ORIX seller in Q2 2019 was PNC Financial Services Group, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2019.