We are live on ! Find out more
IX icon

ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
151
Zions Bancorporation
Utah
– -$105K -6,520 Closed
OAM
152
Oppenheimer Asset Management
New York
– -$14K -880 Closed
SFSIG
153
San Francisco Sentry Investment Group
California
– -$7K -420 Closed
3 4 5 6
7

IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.