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ORIX
IX

124 hedge funds and large institutions have $302M invested in ORIX in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

9% more funds holding

Funds holding: 114 → 124 (+10)

3% more capital invested

Capital invested by funds: $292M → $302M (+$9.35M)

0.21% less ownership

Funds ownership: 1.75% → 1.54% (-0.21%)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
3.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
36
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.73M
2
CGT
Capital Guardian Trust
California
+$3.61M
3
DPIM
Duff & Phelps Investment Management
Illinois
+$3.57M
4
GC
Gratry & Company
Ohio
+$3.37M
5
Bank of America
Bank of America
North Carolina
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$17.5M
2
HJGA
Hardman Johnston Global Advisors
Connecticut
-$15M
3
Jane Street
Jane Street
New York
-$6.56M
4
CAM
Capstone Asset Management
Texas
-$5.98M
5
RCM
Riverhead Capital Management
Delaware
-$3.94M

IX Hedge Fund Activity: Q3 2016 in Review

124 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2016, worth a combined $302M — up 3.2% from $292M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IX positions and 10 closed out — a net gain of 12 holders — while 36 added to existing stakes and 49 trimmed.

The largest buyer was Invesco, adding an estimated $3.73M. The largest seller was Morgan Stanley, cutting an estimated $17.5M.

  • 124 institutional investors held ORIX (IX) as of Q3 2016, up from 114 in Q2 2016.
  • Funds reported $302M of ORIX stock for Q3 2016, up 3.2% quarter-over-quarter.
  • 22 funds opened new ORIX positions in Q3 2016 and 10 closed out, a net change of +12 holders.
  • The largest ORIX buyer in Q3 2016 was Invesco, an estimated $3.73M added.
  • The largest ORIX seller in Q3 2016 was Morgan Stanley, an estimated $17.5M sold.

Based on aggregated 13F filings for Q3 2016.