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ORIX
IX

120 hedge funds and large institutions have $332M invested in ORIX in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $294M → $332M (+$38.5M)

9% more funds holding

Funds holding: 110 → 120 (+10)

0.03% more ownership

Funds ownership: 1.48% → 1.51% (+0.03%)

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.12M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.46M
3
Bank of America
Bank of America
North Carolina
+$2.13M
4
PPA
Parametric Portfolio Associates
Washington
+$1.49M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$6.77M
2
NAM
NorthCoast Asset Management
Connecticut
-$1.65M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.12M
4
Northern Trust
Northern Trust
Illinois
-$762K
5
HJIM
Henry James International Management
New York
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.1M +$4.12M +256,825 +9%
PPA
2
Parametric Portfolio Associates
Washington
$49.4M +$1.49M +93,090 +3%
AG
3
Aperio Group
California
$35.4M +$83.7K +5,215 +0.2%
Northern Trust
4
Northern Trust
Illinois
$23.6M -$762K -47,480 -3%
TAM
5
Todd Asset Management
Kentucky
$22.5M +$126K +7,865 +0.6%
Aristotle Capital Management
6
Aristotle Capital Management
California
$19.1M +$1.43M +88,995 +8%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$14.1M – – –
CGH
8
Crossmark Global Holdings
Texas
$13.4M +$305K +19,025 +2%
Bank of America
9
Bank of America
North Carolina
$12.6M +$2.13M +132,875 +21%
Goldman Sachs
10
Goldman Sachs
New York
$6.09M -$89.5K -5,575 -2%
EGA
11
Eagle Global Advisors
Texas
$5.74M -$445K -27,705 -7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.94M +$2.46M +153,425 +107%
HJIM
13
Henry James International Management
New York
$4.54M -$529K -32,975 -11%
Stifel Financial
14
Stifel Financial
Missouri
$4.24M +$29.1K +1,815 +0.7%
SI
15
Scout Investments
Missouri
$4.07M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.07M +$619K +38,570 +19%
N
17
Nuveen
North Carolina
$4.02M +$6.74K +420 +0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.01M +$762K +47,500 +25%
Wells Fargo
19
Wells Fargo
California
$3.47M +$7.38K +460 +0.2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3.33M -$2.09K -130 -0.1%
Citigroup
21
Citigroup
New York
$2.94M +$930K +57,930 +49%
US Bancorp
22
US Bancorp
Minnesota
$2.6M +$556K +34,675 +29%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.42M -$1.12M -69,900 -33%
NGA
24
Naples Global Advisors
Florida
$2.1M -$105K -6,550 -5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.08M – – –
1
2 3 4 5

IX Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2019, worth a combined $332M — up 13% from $294M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IX positions and 8 closed out — a net gain of 11 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.12M. The largest seller was UBS AM, exiting entirely with an estimated $6.77M sold.

  • 120 institutional investors held ORIX (IX) as of Q4 2019, up from 110 in Q3 2019.
  • Funds reported $332M of ORIX stock for Q4 2019, up 13% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q4 2019 and 8 closed out, a net change of +11 holders.
  • The largest ORIX buyer in Q4 2019 was Morgan Stanley, an estimated $4.12M added.
  • The largest ORIX seller in Q4 2019 was UBS AM, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2019.