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ORIX
IX

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $294M → $332M (+$38.5M)

9% more funds holding

Funds holding: 110 → 120 (+10)

0.03% more ownership

Funds ownership: 1.48% → 1.51% (+0.03%)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.12M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.46M
3
Bank of America
Bank of America
North Carolina
+$2.13M
4
PPA
Parametric Portfolio Associates
Washington
+$1.49M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$6.77M
2
NAM
NorthCoast Asset Management
Connecticut
-$1.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.12M
4
Northern Trust
Northern Trust
Illinois
-$762K
5
HJIM
Henry James International Management
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
126
Copeland Capital Management
Pennsylvania
– -$2K -140 Closed
NIC
127
Northwest Investment Counselors
Oregon
– -$1K -95 Closed
GWS
128
Glassman Wealth Services
Virginia
– +$401 +25 New
2 3 4 5
6

IX Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2019, worth a combined $332M — up 13% from $294M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IX positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.12M. The largest seller was UBS AM, exiting entirely with an estimated $6.77M sold.

  • 120 institutional investors held ORIX (IX) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $332M of ORIX stock for Q4 2019, up 13% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q4 2019 was Morgan Stanley, an estimated $4.12M added.
  • The largest ORIX seller in Q4 2019 was UBS AM, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2019.