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ORIX
IX

110 hedge funds and large institutions have $294M invested in ORIX in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $283M → $294M (+$10.3M)

0.05% more ownership

Funds ownership: 1.42% → 1.48% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 37

9% less funds holding

Funds holding: 121 → 110 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.78M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$7.99M
3
Morgan Stanley
Morgan Stanley
New York
+$5.43M
4
AG
Aperio Group
California
+$4.03M
5
HJIM
Henry James International Management
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
EGA
Eagle Global Advisors
Texas
-$4.18M
2
MWNA
Marshall Wace North America
New York
-$3.94M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.32M
4
Marshall Wace
Marshall Wace
United Kingdom
-$2.72M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
126
TRUE Private Wealth Advisors
Oregon
– -$3K -225 Closed
FRA
127
Front Row Advisors
California
– -$3K -175 Closed
RIA
128
Realta Investment Advisors
Delaware
– -$2K -140 Closed
CS
129
Candriam SCA
Luxembourg
– -$1.57M -105 Closed
CFA
130
Camarda Financial Advisors
Florida
– -$1K -80 Closed
W
131
WealthStone
Ohio
– -$1.05K -70 Closed
FHA
132
First Horizon Advisors
Tennessee
– +$599 +40 New
2 3 4 5
6

IX Hedge Fund Activity: Q3 2019 in Review

110 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2019, worth a combined $294M — up 3.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IX and 14 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 37 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.78M. The largest seller was Eagle Global Advisors, cutting an estimated $4.18M.

  • 110 institutional investors held ORIX (IX) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $294M of ORIX stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 14 funds opened new ORIX positions in Q3 2019 and 24 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2019 was Crossmark Global Holdings, an estimated $9.78M added.
  • The largest ORIX seller in Q3 2019 was Eagle Global Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q3 2019.