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98 hedge funds and large institutions have $311M invested in ORIX in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $274M → $311M (+$36.6M)

4% more funds holding

Funds holding: 9498 (+4)

0.08% more ownership

Funds ownership: 1.6%1.68% (+0.08%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
40
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.2M +$3.87M +266,150 +7%
HJGA
2
Hardman Johnston Global Advisors
Connecticut
$25.4M +$1.86M +127,800 +8%
Bank of America
3
Bank of America
North Carolina
$23.3M -$1.15M -78,990 -5%
PPA
4
Parametric Portfolio Associates
Washington
$18.4M +$1.49M +102,155 +8%
ClearBridge Investments
5
ClearBridge Investments
New York
$17.4M +$319K +21,905 +2%
TAM
6
Todd Asset Management
Kentucky
$17.2M +$3.95M +271,210 +28%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14.8M +$3.67M +252,400 +32%
EGA
8
Eagle Global Advisors
Texas
$14.7M +$497K +34,135 +3%
RG
9
Renaissance Group
Kentucky
$13.8M -$183K -12,545 -1%
AG
10
Aperio Group
California
$11.1M +$2.37M +163,000 +26%
Northern Trust
11
Northern Trust
Illinois
$9.37M -$13.7K -945 -0.1%
UBS AM
12
UBS AM
Illinois
$7.94M +$156K +10,695 +2%
Wells Fargo
13
Wells Fargo
California
$7.37M +$394K +27,070 +5%
Aristotle Capital Management
14
Aristotle Capital Management
California
$7.31M -$2.55K -175 -0%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$5.99M +$3.03M +208,290 +96%
Invesco
16
Invesco
Georgia
$5.87M -$3.35M -230,160 -36%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$5.66M +$245K +16,865 +4%
EA
18
Euclid Advisors
Connecticut
$5.32M -$1.43M -97,990 -21%
WIS
19
Wright Investors Service
Connecticut
$3.3M -$18.2K -1,250 -0.5%
US Bancorp
20
US Bancorp
Minnesota
$2.92M +$101K +6,925 +3%
CAM
21
Capstone Asset Management
Texas
$2.85M +$95.4K +6,555 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.31M +$45.2K +3,110 +2%
AssetMark Inc
23
AssetMark Inc
California
$1.98M +$647K +44,495 +46%
EVM
24
Eaton Vance Management
Massachusetts
$1.79M -$13.6K -935 -0.7%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.75M +$641K +44,070 +55%

IX Hedge Fund Activity: Q4 2015 in Review

98 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2015, worth a combined $311M — up 13% from $274M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IX positions and 11 closed out — a net gain of 5 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $3.95M. The largest seller was Invesco, cutting an estimated $3.35M.

  • 98 institutional investors held ORIX (IX) as of Q4 2015, up from 94 in Q3 2015.
  • Funds reported $311M of ORIX stock for Q4 2015, up 13% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q4 2015 and 11 closed out, a net change of +5 holders.
  • The largest ORIX buyer in Q4 2015 was Todd Asset Management, an estimated $3.95M added.
  • The largest ORIX seller in Q4 2015 was Invesco, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2015.