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ORIX
IX

141 hedge funds and large institutions have $396M invested in ORIX in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

13% more funds holding

Funds holding: 125 → 141 (+16)

5% more capital invested

Capital invested by funds: $377M → $396M (+$18.8M)

0% more ownership

Funds ownership: 1.76% → 1.76% (+0%)

Holders
141
Holders Change
+16
Holders Change %
+12.8%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
57
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
PPA
Parametric Portfolio Associates
Washington
+$3.19M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.18M
4
ClearBridge Investments
ClearBridge Investments
New York
+$2.27M
5
AG
Aperio Group
California
+$1.83M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.82M
2
Bank of America
Bank of America
North Carolina
-$3.86M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$2.67M
4
Millennium Management
Millennium Management
New York
-$1.82M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.6M +$3.41M +201,575 +10%
Bank of America
2
Bank of America
North Carolina
$36.7M -$3.86M -228,165 -10%
PPA
3
Parametric Portfolio Associates
Washington
$34.8M +$3.19M +188,325 +10%
ClearBridge Investments
4
ClearBridge Investments
New York
$25.5M +$2.27M +134,260 +10%
TAM
5
Todd Asset Management
Kentucky
$23M -$725K -42,830 -3%
Northern Trust
6
Northern Trust
Illinois
$21.8M -$105K -6,195 -0.5%
AG
7
Aperio Group
California
$20.6M +$1.83M +108,365 +10%
RG
8
Renaissance Group
Kentucky
$17.1M +$197K +11,640 +1%
Wells Fargo
9
Wells Fargo
California
$16.9M +$735K +43,410 +5%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$15.9M – – –
EGA
11
Eagle Global Advisors
Texas
$13.7M -$9.74K -575 -0.1%
Aristotle Capital Management
12
Aristotle Capital Management
California
$11.6M -$209K -12,365 -2%
DPIM
13
Duff & Phelps Investment Management
Illinois
$7.06M -$173K -10,200 -2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$6.81M +$1.47M +86,720 +28%
US Bancorp
15
US Bancorp
Minnesota
$6.26M +$140K +8,280 +2%
Goldman Sachs
16
Goldman Sachs
New York
$6M +$275K +16,215 +5%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$5.78M -$7.82M -461,780 -58%
UBS Group
18
UBS Group
Switzerland
$5.35M +$1.06M +62,850 +25%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.02M -$999K -59,000 -17%
William Blair & Company
20
William Blair & Company
Illinois
$4.72M +$531K +31,375 +13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.69M +$3.18M +187,650 +211%
RJA
22
Raymond James & Associates
Florida
$4.25M +$680K +40,160 +19%
SI
23
Scout Investments
Missouri
$3.81M +$40K +2,365 +1%
SBAM
24
Santa Barbara Asset Management
California
$3.72M -$178K -10,515 -5%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$3.69M +$21.2K +1,250 +0.6%
1
2 3 4 5

IX Hedge Fund Activity: Q4 2017 in Review

141 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2017, worth a combined $396M — up 5% from $377M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Arrowstreet Capital, cutting an estimated $7.82M.

  • 141 institutional investors held ORIX (IX) as of Q4 2017, up from 125 in Q3 2017.
  • Funds reported $396M of ORIX stock for Q4 2017, up 5% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2017 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2017 was Morgan Stanley, an estimated $3.41M added.
  • The largest ORIX seller in Q4 2017 was Arrowstreet Capital, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.