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ORIX
IX

115 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, 31 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: 113 → 115 (+2)

0.12% less ownership

Funds ownership: 1.74% → 1.62% (-0.12%)

40% less capital inflows, than outflows

Capital inflows: $27M | Capital outflows: $45.2M

43% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 54

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
31
Reduced
54
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.3M
2
Crossmark Global Holdings
Crossmark Global Holdings
Texas
-$8.29M
3
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
-$5.47M
4
Aperio Group
Aperio Group
California
-$2.35M
5
Jane Street
Jane Street
New York
-$2.32M

IX Hedge Fund Activity: Q2 2020 in Review

115 of the 4,890 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 31 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.

  • 115 institutional investors held ORIX (IX) as of Q2 2020, up from 113 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.