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ORIX
IX

125 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $300M → $329M (+$29.3M)

2% more funds holding

Funds holding: 123 → 125 (+2)

0.03% more ownership

Funds ownership: 1.47% → 1.51% (+0.03%)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$34.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.51M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$3.12M
4
PPA
Parametric Portfolio Associates
Washington
+$2.28M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$868K

Top Sellers

1
FWCM
Ferguson Wellman Capital Management
Oregon
-$5.74M
2
TAM
Todd Asset Management
Kentucky
-$4.07M
3
Morgan Stanley
Morgan Stanley
New York
-$1.84M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$1.72M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Aristotle Capital Management
126
Aristotle Capital Management
California
– -$766K -49,535 Closed
RhumbLine Advisers
127
RhumbLine Advisers
Massachusetts
– -$290K -18,750 Closed
PWPS
128
Pinnacle Wealth Planning Services
Ohio
– -$95K -6,160 Closed
TRCT
129
Tower Research Capital (TRC)
New York
– -$19K -1,205 Closed
TI
130
tru Independence
Oregon
– -$11 -725 Closed
ICP
131
Interchange Capital Partners
Pennsylvania
– -$9K -645 Closed
VCG
132
Vantage Consulting Group
Virginia
– -$7K -475 Closed
FCH
133
Freestone Capital Holdings
Washington
– -$4.95K -320 Closed
IA
134
IFP Advisors
Florida
– -$4.96K -290 Closed
CCA
135
Childress Capital Advisors
Texas
– -$1K -95 Closed
ABC
136
Associated Banc-Corp
Wisconsin
– -$1K -80 Closed
RWA
137
Ropes Wealth Advisors
Massachusetts
– -$1K -35 Closed
2 3 4 5
6

IX Hedge Fund Activity: Q1 2021 in Review

125 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2021, worth a combined $329M — up 9.8% from $300M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IX positions and 13 closed out — a net gain of 4 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $34.2M. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $5.74M sold.

  • 125 institutional investors held ORIX (IX) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $329M of ORIX stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest ORIX buyer in Q1 2021 was BlackRock, an estimated $34.2M added.
  • The largest ORIX seller in Q1 2021 was Ferguson Wellman Capital Management, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2021.