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ORIX
IX

112 hedge funds and large institutions have $272M invested in ORIX in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $238M → $272M (+$33.3M)

0.18% more ownership

Funds ownership: 1.47% → 1.65% (+0.18%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2% less funds holding

Funds holding: 114 → 112 (-2)

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
48
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS AM
UBS AM
Illinois
+$20.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$2.79M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.54M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.06M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$2.24M
2
US Bancorp
US Bancorp
Minnesota
-$831K
3
OMC
Old Mission Capital
Illinois
-$642K
4
Renaissance Technologies
Renaissance Technologies
New York
-$641K
5
Citadel Advisors
Citadel Advisors
Florida
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.3M +$1.06M +86,085 +3%
PPA
2
Parametric Portfolio Associates
Washington
$31.7M -$2.24M -182,215 -7%
AG
3
Aperio Group
California
$22.4M +$523K +42,505 +2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$21.7M +$2.79M +227,130 +15%
UBS AM
5
UBS AM
Illinois
$20.6M +$20.3M +1,648,805 New
Wells Fargo
6
Wells Fargo
California
$17.8M +$616K +50,090 +4%
TAM
7
Todd Asset Management
Kentucky
$17M +$112K +9,135 +0.7%
Northern Trust
8
Northern Trust
Illinois
$15.4M +$388K +31,560 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$13.6M +$2.54M +206,705 +23%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$10.6M – – –
Bank of America
11
Bank of America
North Carolina
$7.43M +$358K +29,090 +5%
EGA
12
Eagle Global Advisors
Texas
$4.04M -$25.2K -2,050 -0.6%
SI
13
Scout Investments
Missouri
$3.77M +$577K +46,905 +18%
HJIM
14
Henry James International Management
New York
$3.41M -$1.29K -105 -0%
N
15
Nuveen
North Carolina
$3.18M +$126K +10,270 +4%
Goldman Sachs
16
Goldman Sachs
New York
$2.75M +$804K +65,420 +42%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$2.61M +$1.41M +114,960 +123%
Stifel Financial
18
Stifel Financial
Missouri
$2.36M -$61.7K -5,020 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.34M -$306K -24,895 -12%
Citigroup
20
Citigroup
New York
$2.08M +$254K +20,670 +14%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2M -$82.2K -6,685 -4%
State Street
22
State Street
Massachusetts
$1.87M +$68.2K +5,545 +4%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$1.68M +$577K +46,925 +54%
CGH
24
Crossmark Global Holdings
Texas
$1.6M -$37.9K -3,085 -2%
SGA
25
Strategic Global Advisors
California
$1.48M -$9.9K -805 -0.7%
1
2 3 4 5

IX Hedge Fund Activity: Q3 2020 in Review

112 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2020, worth a combined $272M — up 14% from $238M a quarter earlier.

Fund positioning in IX was balanced in Q3 2020: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 38 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $20.3M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.24M.

  • 112 institutional investors held ORIX (IX) as of Q3 2020, down from 114 in Q2 2020.
  • Funds reported $272M of ORIX stock for Q3 2020, up 14% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2020 and 16 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q3 2020 was UBS AM, an estimated $20.3M added.
  • The largest ORIX seller in Q3 2020 was Parametric Portfolio Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.