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ORIX
IX

95 hedge funds and large institutions have $200M invested in ORIX in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% less ownership

Funds ownership: 1.39% → 1.32% (-0.07%)

7% less funds holding

Funds holding: 102 → 95 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

32% less capital inflows, than outflows

Capital inflows: $23.3M | Capital outflows: $34M

49% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 41

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Gratry & Company
Ohio
+$6.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.7M
3
Virtu KCG Holdings
Virtu KCG Holdings
New York
+$1.73M
4
Northern Trust
Northern Trust
Illinois
+$1.55M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.72M
2
Todd Asset Management
Todd Asset Management
Kentucky
-$3.6M
3
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
-$3.47M
4
TWI
Thomas White International
Illinois
-$3.36M
5
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
-$3.14M

IX Hedge Fund Activity: Q4 2014 in Review

95 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2014, worth a combined $200M — down 13% from $230M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IX and 15 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 21 added.

The largest buyer was Gratry & Company, opening a new position worth an estimated $6.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.72M sold.

  • 95 institutional investors held ORIX (IX) as of Q4 2014, down from 102 in Q3 2014.
  • Funds reported $200M of ORIX stock for Q4 2014, down 13% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q4 2014 and 20 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q4 2014 was Gratry & Company, an estimated $6.2M added.
  • The largest ORIX seller in Q4 2014 was Goldman Sachs, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2014.