ORIX
94 hedge funds and large institutions have $228M invested in ORIX in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 15 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 22
14% more capital invested
Capital invested by funds: $200M → $228M (+$28.5M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0.05% more ownership
Funds ownership: 1.19% → 1.24% (+0.05%)
0% more funds holding
Funds holding: 94 → 94 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.22M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$6.23M |
| 3 |
RG
Renaissance Group
Covington,
Kentucky
|
+$2.01M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratry & Company
Beachwood,
Ohio
|
-$8.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.72M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$1.46M |
| 4 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$1.29M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$1.25M |
IX Hedge Fund Activity: Q1 2015 in Review
94 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2015, worth a combined $228M — up 14% from $200M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IX positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 22 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $8.22M. The largest seller was Gratry & Company, exiting entirely with an estimated $8.45M sold.
- 94 institutional investors held ORIX (IX) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $228M of ORIX stock for Q1 2015, up 14% quarter-over-quarter.
- 16 funds opened new ORIX positions in Q1 2015 and 15 closed out, a net change of +1 holder.
- The largest ORIX buyer in Q1 2015 was Invesco, an estimated $8.22M added.
- The largest ORIX seller in Q1 2015 was Gratry & Company, an estimated $8.45M sold.
Based on aggregated 13F filings for Q1 2015.