ORIX
121 hedge funds and large institutions have $283M invested in ORIX in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 25 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
5% more capital invested
Capital invested by funds: $270M → $283M (+$13.1M)
0% more ownership
Funds ownership: 1.42% → 1.42% (+0%)
7% less funds holding
Funds holding: 130 → 121 (-9)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Aperio Group
Sausalito,
California
|
+$6.99M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.22M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$3.89M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.47M |
| 5 |
Morgan Stanley
New York
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.71M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$4.38M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$3.52M |
| 4 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$3.33M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.55M |
IX Hedge Fund Activity: Q2 2019 in Review
121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2019, worth a combined $283M — up 4.8% from $270M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IX and 17 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 48 added.
The largest buyer was Aperio Group, adding an estimated $6.99M. The largest seller was PNC Financial Services Group, cutting an estimated $6.71M.
- 121 institutional investors held ORIX (IX) as of Q2 2019, down from 130 in Q1 2019.
- Funds reported $283M of ORIX stock for Q2 2019, up 4.8% quarter-over-quarter.
- 17 funds opened new ORIX positions in Q2 2019 and 25 closed out, a net change of -8 holders.
- The largest ORIX buyer in Q2 2019 was Aperio Group, an estimated $6.99M added.
- The largest ORIX seller in Q2 2019 was PNC Financial Services Group, an estimated $6.71M sold.
Based on aggregated 13F filings for Q2 2019.