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ORIX
IX

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

1% more capital invested

Capital invested by funds: $329M → $331M (+$2.29M)

0.01% more ownership

Funds ownership: 1.51% → 1.52% (+0.01%)

4% less funds holding

Funds holding: 125 → 120 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.83M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.6M
3
PPA
Parametric Portfolio Associates
Washington
+$2.76M
4
BCAM
Boston Common Asset Management
Massachusetts
+$1.28M
5
Stifel Financial
Stifel Financial
Missouri
+$858K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.76M
2
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$3.41M
3
Northern Trust
Northern Trust
Illinois
-$3.37M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BTC Capital Management
Iowa
$1.44M +$29.3K +1,715 +2%
Comerica Bank
27
Comerica Bank
Texas
$1.4M +$12.8K +750 +1%
American Century Companies
28
American Century Companies
Missouri
$1.25M +$168K +9,865 +15%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$1.23M +$89.8K +5,265 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.21M – – –
PGAM
31
Princeton Global Asset Management
New Jersey
$1.19M -$111K -6,510 -9%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.13M -$256 -15 -0%
WA
33
Wambolt & Associates
Colorado
$1.11M +$228K +13,360 +25%
SW
34
SVB Wealth
Massachusetts
$1.1M +$299K +17,525 +37%
GT
35
Greenleaf Trust
Michigan
$1.09M +$12.9K +755 +1%
Citigroup
36
Citigroup
New York
$979K +$106K +6,205 +12%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$948K -$18.6K -1,090 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$944K +$203K +11,870 +27%
AP
39
Advisor Partners
California
$924K +$17.1K +1,005 +2%
WT
40
Whittier Trust
California
$864K – – –
Stifel Financial
41
Stifel Financial
Missouri
$852K +$858K +50,285 New
RWM
42
Ritholtz Wealth Management
New York
$849K +$200K +11,720 +30%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$842K +$7.25K +425 +0.9%
GC
44
Guggenheim Capital
Illinois
$769K +$51.3K +3,005 +7%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$603K -$11.6K -680 -2%
AssetMark Inc
46
AssetMark Inc
California
$579K +$39.4K +2,310 +7%
S
47
SimplyRich
California
$573K – – –
FTDI
48
First Trust Direct Indexing
Massachusetts
$542K +$240K +14,065 +79%
EAM
49
Eagle Asset Management
Florida
$516K +$30.1K +1,765 +6%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$503K +$208K +12,215 +70%
1
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IX Hedge Fund Activity: Q2 2021 in Review

120 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2021, worth a combined $331M — up 0.7% from $329M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 53 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.83M. The largest seller was Wells Fargo, cutting an estimated $3.76M.

  • 120 institutional investors held ORIX (IX) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $331M of ORIX stock for Q2 2021, up 0.7% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q2 2021 and 14 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.83M added.
  • The largest ORIX seller in Q2 2021 was Wells Fargo, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2021.