Two Sigma Advisers
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Two Sigma Advisers’s ORIX IX Stock Holding History

Two Sigma Advisers’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,700
Closed -$313K – 1079
2025
Q4 		$313K Buy
+10,700
New +$283K ﹤0.01% 1967
2020
Q3 		– Sell
-25,000
Closed -$308K – 2518
2020
Q2 		$308K Sell
25,000
-2,500
-9% -$30.7K ﹤0.01% 2110
2020
Q1 		$325K Sell
27,500
-3,500
-11% -$55.2K ﹤0.01% 1982
2019
Q4 		$517K Sell
31,000
-13,500
-30% -$217K ﹤0.01% 1867
2019
Q3 		$669K Sell
44,500
-13,500
-23% -$202K ﹤0.01% 1601
2019
Q2 		$869K Sell
58,000
-9,500
-14% -$136K ﹤0.01% 1588
2019
Q1 		$970K Buy
67,500
+16,000
+31% +$236K ﹤0.01% 1544
2018
Q4 		$737K Buy
51,500
+7,000
+16% +$110K ﹤0.01% 1624
2018
Q3 		$721K Sell
44,500
-3,500
-7% -$56.4K ﹤0.01% 1642
2018
Q2 		$758K Buy
48,000
+9,500
+25% +$164K ﹤0.01% 1732
2018
Q1 		$692K Buy
38,500
+17,000
+79% +$308K ﹤0.01% 1695
2017
Q4 		$365K Buy
21,500
+1,000
+5% +$16.9K ﹤0.01% 1879
2017
Q3 		$332K Buy
20,500
+5,500
+37% +$88.4K ﹤0.01% 1891
2017
Q2 		$234K Sell
15,000
-5,500
-27% -$85.9K ﹤0.01% 2072
2017
Q1 		$305K Sell
20,500
-3,500
-15% -$54.3K ﹤0.01% 2084
2016
Q4 		$374K Buy
24,000
+5,500
+30% +$84.4K ﹤0.01% 2000
2016
Q3 		$274K Sell
18,500
-1,500
-8% -$21.2K ﹤0.01% 1914
2016
Q2 		$256K Buy
+20,000
New +$279K ﹤0.01% 1781
2015
Q4 		– Sell
-22,000
Closed -$287K – 1943
2015
Q3 		$287K Sell
22,000
-11,500
-34% -$160K ﹤0.01% 1520
2015
Q2 		$499K Sell
33,500
-3,000
-8% -$46.5K ﹤0.01% 1421
2015
Q1 		$513K Buy
36,500
+5,500
+18% +$71.9K ﹤0.01% 1333
2014
Q4 		$388K Buy
+31,000
New +$406K ﹤0.01% 1781

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Advisers's IX Position: Q1 2026 in Review

Two Sigma Advisers sold out of ORIX (IX) in Q1 2026, closing a stake of 10,700 shares — an estimated $313K sold.

Two Sigma Advisers first reported a position in IX in Q4 2014 and held it in 22 quarters. The position peaked at $970K in Q1 2019. 280 funds tracked by Wall St. Rank hold IX as of Q1 2026.

  • Two Sigma Advisers reported no remaining ORIX position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 10,700 ORIX shares in Q1 2026, an estimated $313K.
  • Two Sigma Advisers first reported a position in ORIX in Q4 2014 and held it in 22 quarters.
  • Two Sigma Advisers's ORIX position peaked at $970K in Q1 2019.
  • 280 funds tracked by Wall St. Rank held ORIX as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.