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ORIX
IX

124 hedge funds and large institutions have $300M invested in ORIX in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

10% more funds holding

Funds holding: 113 → 124 (+11)

0.2% less ownership

Funds ownership: 1.81% → 1.62% (-0.2%)

52% less capital inflows, than outflows

Capital inflows: $27.4M | Capital outflows: $56.8M

Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
43
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
+$5.33M
2
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
+$5.23M
3
State Street
State Street
Massachusetts
+$3.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.99M
5
Aperio Group
Aperio Group
California
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$23.8M
2
UBS AM
UBS AM
Illinois
-$20.6M
3
Stifel Financial
Stifel Financial
Missouri
-$2.36M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.01M
5
Citigroup
Citigroup
New York
-$1.69M

IX Hedge Fund Activity: Q4 2020 in Review

124 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2020, worth a combined $300M — up 10% from $272M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IX positions and 15 closed out — a net gain of 13 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $5.33M. The largest seller was Aristotle Capital Management, cutting an estimated $23.8M.

  • 124 institutional investors held ORIX (IX) as of Q4 2020, up from 113 in Q3 2020.
  • Funds reported $300M of ORIX stock for Q4 2020, up 10% quarter-over-quarter.
  • 28 funds opened new ORIX positions in Q4 2020 and 15 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q4 2020 was Parametric Portfolio Associates, an estimated $5.33M added.
  • The largest ORIX seller in Q4 2020 was Aristotle Capital Management, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2020.