ORIX
129 hedge funds and large institutions have $346M invested in ORIX in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 15 closing their positions.
82% more capital inflows, than outflows
Capital inflows: $39.6M | Capital outflows: $21.7M
0.1% more ownership
Funds ownership: 1.85% → 1.95% (+0.1%)
10% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 51
5% less funds holding
Funds holding: 136 → 129 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$12.3M |
| 2 |
Morgan Stanley
New York
|
+$12.2M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
+$3.11M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$1.64M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$4.58M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.6M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$1.87M |
| 4 |
GC
Gratry & Company
Beachwood,
Ohio
|
-$1.32M |
| 5 |
Two Sigma Investments
New York
|
-$1.11M |
IX Hedge Fund Activity: Q1 2017 in Review
129 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2017, worth a combined $346M — up 0.5% from $344M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IX and 9 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 46 added.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $12.3M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.58M sold.
- 129 institutional investors held ORIX (IX) as of Q1 2017, down from 136 in Q4 2016.
- Funds reported $346M of ORIX stock for Q1 2017, up 0.5% quarter-over-quarter.
- 9 funds opened new ORIX positions in Q1 2017 and 15 closed out, a net change of -6 holders.
- The largest ORIX buyer in Q1 2017 was Arrowstreet Capital, an estimated $12.3M added.
- The largest ORIX seller in Q1 2017 was Fiera Capital (Canada), an estimated $4.58M sold.
Based on aggregated 13F filings for Q1 2017.