ORIX
101 hedge funds and large institutions have $224M invested in ORIX in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
7% more funds holding
Funds holding: 94 → 101 (+7)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
0.04% less ownership
Funds ownership: 1.39% → 1.35% (-0.04%)
23% less capital inflows, than outflows
Capital inflows: $34.8M | Capital outflows: $45.1M
100% less call options, than puts
Call options by funds: $21.3M | Put options by funds: $35.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aperio Group
Sausalito,
California
|
+$5.72M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$5.39M |
| 3 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$4.51M |
| 4 |
TWI
Thomas White International
Chicago,
Illinois
|
+$4.37M |
| 5 |
Renaissance Technologies
New York
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$10.8M |
| 2 |
GC
Gratry & Company
Beachwood,
Ohio
|
-$8.45M |
| 3 |
JP Morgan Chase
New York
|
-$4.62M |
| 4 |
Suntrust Banks
Atlanta,
Georgia
|
-$2.94M |
| 5 |
PRC
Platte River Capital
Denver,
Colorado
|
-$2.63M |
IX Hedge Fund Activity: Q1 2014 in Review
101 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2014, worth a combined $224M — down 26% from $302M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IX positions and 17 closed out — a net gain of 7 holders — while 30 added to existing stakes and 30 trimmed.
The largest buyer was Aperio Group, opening a new position worth an estimated $5.72M. The largest seller was abrdn Investment Management, exiting entirely with an estimated $10.8M sold.
- 101 institutional investors held ORIX (IX) as of Q1 2014, up from 94 in Q4 2013.
- Funds reported $224M of ORIX stock for Q1 2014, down 26% quarter-over-quarter.
- 24 funds opened new ORIX positions in Q1 2014 and 17 closed out, a net change of +7 holders.
- The largest ORIX buyer in Q1 2014 was Aperio Group, an estimated $5.72M added.
- The largest ORIX seller in Q1 2014 was abrdn Investment Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2014.