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ORIX
IX

114 hedge funds and large institutions have $238M invested in ORIX in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 112 → 114 (+2)

0.1% less ownership

Funds ownership: 1.57% → 1.47% (-0.1%)

3% less capital invested

Capital invested by funds: $246M → $238M (-$7.93M)

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.04M
3
Bank of America
Bank of America
North Carolina
+$1.8M
4
State Street
State Street
Massachusetts
+$1.24M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$855K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
CGH
Crossmark Global Holdings
Texas
-$8.29M
3
PPA
Parametric Portfolio Associates
Washington
-$5.47M
4
AG
Aperio Group
California
-$2.35M
5
Jane Street
Jane Street
New York
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$33.5M -$5.47M -445,300 -14%
Morgan Stanley
2
Morgan Stanley
New York
$30.8M -$12.3M -1,003,385 -29%
AG
3
Aperio Group
California
$21.6M -$2.35M -191,540 -10%
Aristotle Capital Management
4
Aristotle Capital Management
California
$18.6M +$855K +69,600 +5%
Wells Fargo
5
Wells Fargo
California
$16.9M +$14.9M +1,215,865 +775%
TAM
6
Todd Asset Management
Kentucky
$16.7M +$89.9K +7,315 +0.5%
Northern Trust
7
Northern Trust
Illinois
$14.7M -$2.26M -183,995 -13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.8M +$2.04M +166,005 +23%
TRSOTSOK
9
Teachers Retirement System of the State of Kentucky
Kentucky
$10.4M – – –
Bank of America
10
Bank of America
North Carolina
$6.96M +$1.8M +146,155 +35%
EGA
11
Eagle Global Advisors
Texas
$4.01M -$97.8K -7,960 -2%
HJIM
12
Henry James International Management
New York
$3.36M +$61 +5 +0%
SI
13
Scout Investments
Missouri
$3.13M +$140K +11,430 +5%
N
14
Nuveen
North Carolina
$3M -$3.5K -285 -0.1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.61M -$588K -47,800 -18%
Stifel Financial
16
Stifel Financial
Missouri
$2.39M -$675K -54,915 -22%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.93M +$296K +24,055 +18%
Goldman Sachs
18
Goldman Sachs
New York
$1.9M -$2.17M -176,250 -53%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.84M -$1.95M -159,000 -52%
US Bancorp
20
US Bancorp
Minnesota
$1.83M -$644K -52,410 -26%
Citigroup
21
Citigroup
New York
$1.79M -$397K -32,290 -18%
State Street
22
State Street
Massachusetts
$1.77M +$1.24M +100,885 +234%
CGH
23
Crossmark Global Holdings
Texas
$1.62M -$8.29M -674,445 -84%
SGA
24
Strategic Global Advisors
California
$1.47M +$774K +62,980 +112%
NGA
25
Naples Global Advisors
Florida
$1.34M -$55.3K -4,500 -4%
1
2 3 4 5

IX Hedge Fund Activity: Q2 2020 in Review

114 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2020, worth a combined $238M — down 3.2% from $246M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IX positions and 14 closed out — a net gain of 2 holders — while 30 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.

  • 114 institutional investors held ORIX (IX) as of Q2 2020, up from 112 in Q1 2020.
  • Funds reported $238M of ORIX stock for Q2 2020, down 3.2% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q2 2020 and 14 closed out, a net change of +2 holders.
  • The largest ORIX buyer in Q2 2020 was Wells Fargo, an estimated $14.9M added.
  • The largest ORIX seller in Q2 2020 was Morgan Stanley, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2020.