ORIX
130 hedge funds and large institutions have $270M invested in ORIX in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 41 closing their positions.
0.47% less ownership
Funds ownership: 1.89% → 1.42% (-0.47%)
16% less funds holding
Funds holding: 155 → 130 (-25)
25% less capital invested
Capital invested by funds: $359M → $270M (-$88.6M)
33% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 55
56% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$4.99M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$3.04M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.07M |
| 4 |
Renaissance Technologies
New York
|
+$1.89M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$27M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15.5M |
| 3 |
RG
Renaissance Group
Covington,
Kentucky
|
-$14.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.02M |
IX Hedge Fund Activity: Q1 2019 in Review
130 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2019, worth a combined $270M — down 25% from $359M a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of IX and 18 opened new positions — a net loss of 23 holders — while 55 trimmed existing stakes and 37 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $4.99M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $27M sold.
- 130 institutional investors held ORIX (IX) as of Q1 2019, down from 155 in Q4 2018.
- Funds reported $270M of ORIX stock for Q1 2019, down 25% quarter-over-quarter.
- 18 funds opened new ORIX positions in Q1 2019 and 41 closed out, a net change of -23 holders.
- The largest ORIX buyer in Q1 2019 was D.E. Shaw & Co, an estimated $4.99M added.
- The largest ORIX seller in Q1 2019 was ClearBridge Investments, an estimated $27M sold.
Based on aggregated 13F filings for Q1 2019.