ORIX
126 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 13 closing their positions.
211% more capital inflows, than outflows
Capital inflows: $50.8M | Capital outflows: $16.3M
73% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 30
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
2% more funds holding
Funds holding: 124 → 126 (+2)
0% more ownership
Funds ownership: 1.62% → 1.62% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$34.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.51M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$3.12M |
| 4 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.28M |
| 5 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$868K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$5.74M |
| 2 |
Todd Asset Management
Louisville,
Kentucky
|
-$4.07M |
| 3 |
Morgan Stanley
New York
|
-$1.84M |
| 4 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$1.72M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$766K |
IX Hedge Fund Activity: Q1 2021 in Review
126 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2021, worth a combined $329M — up 9.8% from $300M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IX positions and 13 closed out — a net gain of 4 holders — while 52 added to existing stakes and 30 trimmed.
The largest buyer was BlackRock, adding an estimated $34.2M. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $5.74M sold.
- 126 institutional investors held ORIX (IX) as of Q1 2021, up from 124 in Q4 2020.
- Funds reported $329M of ORIX stock for Q1 2021, up 9.8% quarter-over-quarter.
- 17 funds opened new ORIX positions in Q1 2021 and 13 closed out, a net change of +4 holders.
- The largest ORIX buyer in Q1 2021 was BlackRock, an estimated $34.2M added.
- The largest ORIX seller in Q1 2021 was Ferguson Wellman Capital Management, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2021.