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ORIX
IX

99 hedge funds and large institutions have $312M 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

14% more capital invested

Capital invested by funds: $274M → $312M (+$37.7M)

4% more funds holding

Funds holding: 95 → 99 (+4)

0.08% more ownership

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

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.59%
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
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$3.95M
2
Morgan Stanley
Morgan Stanley
New York
+$3.87M
3
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.67M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.03M
5
AG
Aperio Group
California
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.35M
2
William Blair & Company
William Blair & Company
Illinois
-$2.9M
3
EA
Euclid Advisors
Connecticut
-$1.43M
4
Bank of America
Bank of America
North Carolina
-$1.15M
5
CS
Credit Suisse
Switzerland
-$695K

IX Hedge Fund Activity: Q4 2015 in Review

99 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2015, worth a combined $312M — up 14% 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.

  • 99 institutional investors held ORIX (IX) as of Q4 2015, up from 95 in Q3 2015.
  • Funds reported $312M of ORIX stock for Q4 2015, up 14% 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.