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ORIX
IX

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

11% more funds holding

Funds holding: 120 → 133 (+13)

10% more capital invested

Capital invested by funds: $331M → $365M (+$33.5M)

0.02% less ownership

Funds ownership: 1.52% → 1.5% (-0.02%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.27M
5
BFM
Boothbay Fund Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.29M
2
PPA
Parametric Portfolio Associates
Washington
-$5.19M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
Comerica Bank
Comerica Bank
Texas
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$1.86M +$1.27M +68,800 +232%
NGA
27
Naples Global Advisors
Florida
$1.83M -$13.8K -750 -0.8%
SW
28
SVB Wealth
Massachusetts
$1.68M +$445K +24,170 +37%
BCM
29
BTC Capital Management
Iowa
$1.6M -$7.82K -425 -0.5%
WA
30
Wambolt & Associates
Colorado
$1.44M +$193K +10,475 +16%
American Century Companies
31
American Century Companies
Missouri
$1.4M +$5.61K +305 +0.4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.35M – – –
PGAM
33
Princeton Global Asset Management
New Jersey
$1.35M +$24.4K +1,325 +2%
BFM
34
Boothbay Fund Management
New York
$1.26M +$1.22M +66,500 New
GT
35
Greenleaf Trust
Michigan
$1.21M -$7.91K -430 -0.7%
GC
36
Guggenheim Capital
Illinois
$1.21M +$338K +18,390 +40%
RWM
37
Ritholtz Wealth Management
New York
$1.16M +$205K +11,150 +22%
AP
38
Advisor Partners
California
$1.09M +$53.6K +2,915 +5%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.08M +$24.2K +1,315 +2%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$1.07M +$13K +705 +1%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$1M +$59.2K +3,215 +6%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$979K -$381K -20,700 -29%
Stifel Financial
43
Stifel Financial
Missouri
$970K +$19.1K +1,040 +2%
WT
44
Whittier Trust
California
$965K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$759K +$84.6K +4,595 +13%
FTDI
46
First Trust Direct Indexing
Massachusetts
$652K +$46K +2,500 +8%
S
47
SimplyRich
California
$640K – – –
EAM
48
Eagle Asset Management
Florida
$629K +$51.2K +2,780 +9%
AssetMark Inc
49
AssetMark Inc
California
$627K -$18.8K -1,020 -3%
S
50
SignatureFD
Georgia
$581K +$72.7K +3,950 +15%
1
2
3 4 5

IX Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2021, worth a combined $365M — up 10% from $331M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 9 closed out — a net gain of 15 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.17M. The largest seller was Northern Trust, cutting an estimated $6.29M.

  • 133 institutional investors held ORIX (IX) as of Q3 2021, up from 120 in Q2 2021.
  • Funds reported $365M of ORIX stock for Q3 2021, up 10% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q3 2021 and 9 closed out, a net change of +15 holders.
  • The largest ORIX buyer in Q3 2021 was Fidelity Investments, an estimated $3.17M added.
  • The largest ORIX seller in Q3 2021 was Northern Trust, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2021.