ORIX
113 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 22 closing their positions.
0.06% more ownership
Funds ownership: 1.51% → 1.57% (+0.06%)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
6% less funds holding
Funds holding: 120 → 113 (-7)
14% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 22
26% less capital invested
Capital invested by funds: $332M → $246M (-$85.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.6M |
| 2 |
Morgan Stanley
New York
|
+$5.93M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$4.66M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.21M |
| 5 |
Jane Street
New York
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.34M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
-$2.9M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$1.13M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$993K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$845K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$63K | -3,805 | Closed |
|
|
EWA
127
Evolution Wealth Advisors
Aventura,
Florida
| – | -$9K | -550 | Closed |
|
|
CTC
128
Central Trust Company
Jefferson City,
Missouri
| – | -$8K | -465 | Closed |
|
|
WQ
129
Wealth Quarterback
Toms River,
New Jersey
| – | -$3.21K | -195 | Closed |
|
|
WCM
130
Wealthcare Capital Management
Richmond,
Virginia
| – | -$3K | -180 | Closed |
|
|
LWM
131
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$3K | -175 | Closed |
|
|
OAM
132
Oppenheimer Asset Management
New York
| – | -$3K | -150 | Closed |
|
|
GAM
133
Gemmer Asset Management
Walnut Creek,
California
| – | -$2K | -100 | Closed |
|
|
FGAM
134
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$83K | -5 | Closed |
|
IX Hedge Fund Activity: Q1 2020 in Review
113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2020, worth a combined $246M — down 26% from $332M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IX and 19 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 38 added.
The largest buyer was Fidelity Investments, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $5.34M.
- 113 institutional investors held ORIX (IX) as of Q1 2020, down from 120 in Q4 2019.
- Funds reported $246M of ORIX stock for Q1 2020, down 26% quarter-over-quarter.
- 19 funds opened new ORIX positions in Q1 2020 and 22 closed out, a net change of -3 holders.
- The largest ORIX buyer in Q1 2020 was Fidelity Investments, an estimated $6.6M added.
- The largest ORIX seller in Q1 2020 was Bank of America, an estimated $5.34M sold.
Based on aggregated 13F filings for Q1 2020.