ORIX
91 hedge funds and large institutions have $267M invested in ORIX in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
26% more capital invested
Capital invested by funds: $212M → $267M (+$54.6M)
6% more funds holding
Funds holding: 86 → 91 (+5)
0.05% more ownership
Funds ownership: 1.24% → 1.28% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.65M |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$3.53M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$2.18M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
+$2.05M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$4.68M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.54M |
| 3 |
PRC
Platte River Capital
Denver,
Colorado
|
-$1.44M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$868K |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$669K |
IX Hedge Fund Activity: Q3 2013 in Review
91 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2013, worth a combined $267M — up 26% from $212M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IX positions and 4 closed out — a net gain of 7 holders — while 36 added to existing stakes and 28 trimmed.
The largest buyer was Ferguson Wellman Capital Management, opening a new position worth an estimated $3.65M. The largest seller was ING Group, cutting an estimated $4.68M.
- 91 institutional investors held ORIX (IX) as of Q3 2013, up from 86 in Q2 2013.
- Funds reported $267M of ORIX stock for Q3 2013, up 26% quarter-over-quarter.
- 11 funds opened new ORIX positions in Q3 2013 and 4 closed out, a net change of +7 holders.
- The largest ORIX buyer in Q3 2013 was Ferguson Wellman Capital Management, an estimated $3.65M added.
- The largest ORIX seller in Q3 2013 was ING Group, an estimated $4.68M sold.
Based on aggregated 13F filings for Q3 2013.