ORIX
102 hedge funds and large institutions have $230M invested in ORIX in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
6% more funds holding
Funds holding: 96 → 102 (+6)
0.06% more ownership
Funds ownership: 1.19% → 1.26% (+0.06%)
11% less capital invested
Capital invested by funds: $259M → $230M (-$29M)
68% less call options, than puts
Call options by funds: $20.7M | Put options by funds: $64M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RG
Renaissance Group
Covington,
Kentucky
|
+$13.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.41M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$3.16M |
| 4 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$1.51M |
| 5 |
Renaissance Technologies
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2.91M |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.14M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$1.3M |
| 4 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
-$988K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$903K |
IX Hedge Fund Activity: Q3 2014 in Review
102 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2014, worth a combined $230M — down 11% from $259M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IX positions and 10 closed out — a net gain of 6 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was Renaissance Group, opening a new position worth an estimated $13.2M. The largest seller was Lord, Abbett & Co, cutting an estimated $2.91M.
- 102 institutional investors held ORIX (IX) as of Q3 2014, up from 96 in Q2 2014.
- Funds reported $230M of ORIX stock for Q3 2014, down 11% quarter-over-quarter.
- 16 funds opened new ORIX positions in Q3 2014 and 10 closed out, a net change of +6 holders.
- The largest ORIX buyer in Q3 2014 was Renaissance Group, an estimated $13.2M added.
- The largest ORIX seller in Q3 2014 was Lord, Abbett & Co, an estimated $2.91M sold.
Based on aggregated 13F filings for Q3 2014.