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ORIX
IX

155 hedge funds and large institutions have $359M invested in ORIX in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

5% more funds holding

Funds holding: 148 → 155 (+7)

0.02% more ownership

Funds ownership: 1.87% → 1.89% (+0.02%)

10% less capital invested

Capital invested by funds: $401M → $359M (-$41.7M)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
39
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$6.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.62M
3
CS
Credit Suisse
Switzerland
+$5.14M
4
OMC
Old Mission Capital
Illinois
+$3.22M
5
Jane Street
Jane Street
New York
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.19M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$1.87M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.65M
5
William Blair & Company
William Blair & Company
Illinois
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
151
Well Done LLC
Michigan
$1K +$1.49K +95 New
LWM
152
Lenox Wealth Management
Ohio
$1K +$4.15K +265 New
GT
153
Glenmede Trust
Pennsylvania
$86 +$94.2K +6,010 New
Wellington Management Group
154
Wellington Management Group
Massachusetts
– -$2.19M -135,150 Closed
ACI
155
AMP Capital Investors
Australia
– -$317K -19,000 Closed
VF
156
Virtu Financial
New York
– -$286K -17,635 Closed
AI
157
Atria Investments
North Carolina
– -$284K -17,525 Closed
FA
158
FDx Advisors
Illinois
– -$265K -16,335 Closed
RRAM
159
River Road Asset Management
Kentucky
– -$245K -15,120 Closed
FHB
160
First Hawaiian Bank
Hawaii
– -$235K -14,500 Closed
CCA
161
Checchi Capital Advisers
California
– -$219K -13,495 Closed
RCM
162
Riverhead Capital Management
Delaware
– -$211K -13,000 Closed
FCM
163
Flinton Capital Management
Pennsylvania
– -$210K -12,920 Closed
LPL Financial
164
LPL Financial
California
– -$204K -12,575 Closed
SW
165
SVB Wealth
Massachusetts
– -$201K -12,415 Closed
JCM
166
Jacobi Capital Management
Pennsylvania
– -$187K -11,520 Closed
TAM
167
Tyers Asset Management
Texas
– -$173K -10,640 Closed
OWA
168
One Wealth Advisors
California
– -$169K -10,455 Closed
NA
169
Neuburgh Advisers
California
– -$136K -8,360 Closed
CAG
170
Csenge Advisory Group
Florida
– -$102K -6,535 Closed
ZB
171
Zions Bancorporation
Utah
– -$106K -6,530 Closed
MCIM
172
Meadow Creek Investment Management
Georgia
– -$99K -6,080 Closed
MYIA
173
Mount Yale Investment Advisors
Colorado
– -$62K -3,810 Closed
TPWA
174
TRUE Private Wealth Advisors
Oregon
– -$20.5K -1,265 Closed
SPIA
175
Steward Partners Investment Advisory
New York
– -$19K -1,150 Closed
4 5 6
7
8

IX Hedge Fund Activity: Q4 2018 in Review

155 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2018, worth a combined $359M — down 10% from $401M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IX positions and 30 closed out — a net gain of 8 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $6.02M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 155 institutional investors held ORIX (IX) as of Q4 2018, up from 148 in Q3 2018.
  • Funds reported $359M of ORIX stock for Q4 2018, down 10% quarter-over-quarter.
  • 38 funds opened new ORIX positions in Q4 2018 and 30 closed out, a net change of +8 holders.
  • The largest ORIX buyer in Q4 2018 was Parametric Portfolio Associates, an estimated $6.02M added.
  • The largest ORIX seller in Q4 2018 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2018.