ORIX
113 hedge funds and large institutions have $341M invested in ORIX in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
14% more funds holding
Funds holding: 99 → 113 (+14)
9% more capital invested
Capital invested by funds: $312M → $341M (+$28.9M)
0.12% more ownership
Funds ownership: 1.68% → 1.8% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.02M |
| 2 |
Jane Street
New York
|
+$3.57M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$3.43M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
+$3.17M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.21M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$6.86M |
| 3 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$1.53M |
| 4 |
HJGA
Hardman Johnston Global Advisors
Stamford,
Connecticut
|
-$1.48M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.13M |
IX Hedge Fund Activity: Q1 2016 in Review
113 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2016, worth a combined $341M — up 9.3% from $312M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IX positions and 9 closed out — a net gain of 14 holders — while 45 added to existing stakes and 28 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.02M. The largest seller was Morgan Stanley, cutting an estimated $9.21M.
- 113 institutional investors held ORIX (IX) as of Q1 2016, up from 99 in Q4 2015.
- Funds reported $341M of ORIX stock for Q1 2016, up 9.3% quarter-over-quarter.
- 23 funds opened new ORIX positions in Q1 2016 and 9 closed out, a net change of +14 holders.
- The largest ORIX buyer in Q1 2016 was Wells Fargo, an estimated $7.02M added.
- The largest ORIX seller in Q1 2016 was Morgan Stanley, an estimated $9.21M sold.
Based on aggregated 13F filings for Q1 2016.