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ORIX
IX

135 hedge funds and large institutions have $344M invested in ORIX in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

14% more capital invested

Capital invested by funds: $302M → $344M (+$42.9M)

11% more funds holding

Funds holding: 122 → 135 (+13)

0.14% more ownership

Funds ownership: 1.54% → 1.67% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

38% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 55

Holders
135
Holders Change
+13
Holders Change %
+10.66%
% of All Funds
3.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
34
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HJGA
Hardman Johnston Global Advisors
Connecticut
+$16.4M
2
Northern Trust
Northern Trust
Illinois
+$8.88M
3
Renaissance Technologies
Renaissance Technologies
New York
+$4.05M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.38M
5
FWCM
Ferguson Wellman Capital Management
Oregon
+$3.11M

Top Sellers

1
CGT
Capital Guardian Trust
California
-$3.79M
2
Invesco
Invesco
Georgia
-$3.73M
3
Wells Fargo
Wells Fargo
California
-$3.01M
4
Bank of America
Bank of America
North Carolina
-$2.5M
5
WIS
Wright Investors Service
Connecticut
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$27.2M -$2.5M -163,005 -9%
PPA
2
Parametric Portfolio Associates
Washington
$24.8M +$1.45M +94,285 +6%
HJGA
3
Hardman Johnston Global Advisors
Connecticut
$24.6M +$16.4M +1,067,950 +209%
TAM
4
Todd Asset Management
Kentucky
$21.9M -$55K -3,585 -0.3%
Northern Trust
5
Northern Trust
Illinois
$19.2M +$8.88M +578,440 +88%
ClearBridge Investments
6
ClearBridge Investments
New York
$19M +$1.3K +85 +0%
RG
7
Renaissance Group
Kentucky
$15M -$34.7K -2,260 -0.2%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$14.6M – – –
EGA
9
Eagle Global Advisors
Texas
$13.4M -$1.66M -108,470 -11%
Wells Fargo
10
Wells Fargo
California
$13.2M -$3.01M -195,845 -19%
Morgan Stanley
11
Morgan Stanley
New York
$13M +$2.62M +170,555 +26%
AG
12
Aperio Group
California
$11.6M -$487K -31,735 -4%
Aristotle Capital Management
13
Aristotle Capital Management
California
$8.52M -$60.5K -3,940 -0.7%
DPIM
14
Duff & Phelps Investment Management
Illinois
$6.29M +$2.35M +152,965 +60%
Renaissance Technologies
15
Renaissance Technologies
New York
$5.85M +$4.05M +264,040 +236%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$5.23M +$60.2K +3,920 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$5.2M +$3.38M +220,090 +193%
US Bancorp
18
US Bancorp
Minnesota
$5M +$252K +16,400 +5%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$4.58M +$1.75M +114,000 +63%
Invesco
20
Invesco
Georgia
$4.58M -$3.73M -243,160 -45%
Goldman Sachs
21
Goldman Sachs
New York
$4.08M +$328K +21,395 +9%
SB
22
Suntrust Banks
Georgia
$3.3M -$162K -10,550 -5%
GC
23
Gratry & Company
Ohio
$3.25M -$454K -29,615 -12%
FWCM
24
Ferguson Wellman Capital Management
Oregon
$3.15M +$3.11M +202,475 New
Two Sigma Investments
25
Two Sigma Investments
New York
$3.08M +$926K +60,340 +44%
1
2 3 4 5

IX Hedge Fund Activity: Q4 2016 in Review

135 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2016, worth a combined $344M — up 14% from $302M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IX positions and 12 closed out — a net gain of 14 holders — while 34 added to existing stakes and 55 trimmed.

The largest buyer was Hardman Johnston Global Advisors, adding an estimated $16.4M. The largest seller was Capital Guardian Trust, exiting entirely with an estimated $3.79M sold.

  • 135 institutional investors held ORIX (IX) as of Q4 2016, up from 122 in Q3 2016.
  • Funds reported $344M of ORIX stock for Q4 2016, up 14% quarter-over-quarter.
  • 26 funds opened new ORIX positions in Q4 2016 and 12 closed out, a net change of +14 holders.
  • The largest ORIX buyer in Q4 2016 was Hardman Johnston Global Advisors, an estimated $16.4M added.
  • The largest ORIX seller in Q4 2016 was Capital Guardian Trust, an estimated $3.79M sold.

Based on aggregated 13F filings for Q4 2016.