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ORIX
IX

113 hedge funds and large institutions have $246M invested in ORIX in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital inflows, than outflows

Capital inflows: $33.1M | Capital outflows: $19.5M

0.07% more ownership

Funds ownership: 1.67% → 1.74% (+0.07%)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

6% less funds holding

Funds holding: 120 → 113 (-7)

Holders
113
Holders Change
-7
Holders Change %
-5.83%
% of All Funds
2.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.6M
2
Morgan Stanley
Morgan Stanley
New York
+$5.93M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$4.66M
4
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
+$3.21M
5
Jane Street
Jane Street
New York
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.34M
2
Aperio Group
Aperio Group
California
-$2.9M
3
Marshall Wace North America
Marshall Wace North America
New York
-$1.13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$993K
5
UBS Group
UBS Group
Switzerland
-$845K

IX Hedge Fund Activity: Q1 2020 in Review

113 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2020, worth a combined $246M — down 26% from $334M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IX and 19 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 38 added.

The largest buyer was Fidelity Investments, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $5.34M.

  • 113 institutional investors held ORIX (IX) as of Q1 2020, down from 120 in Q4 2019.
  • Funds reported $246M of ORIX stock for Q1 2020, down 26% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q1 2020 and 21 closed out, a net change of -2 holders.
  • The largest ORIX buyer in Q1 2020 was Fidelity Investments, an estimated $6.6M added.
  • The largest ORIX seller in Q1 2020 was Bank of America, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2020.