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147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

15% more capital invested

Capital invested by funds: $365M → $421M (+$56.3M)

11% more funds holding

Funds holding: 133147 (+14)

0.26% more ownership

Funds ownership: 1.5%1.76% (+0.26%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.27M -$447K -22,430 -17%
SGI
27
Summit Global Investments
Utah
$2.26M +$193K +9,715 +10%
NGA
28
Naples Global Advisors
Florida
$1.97M
American Century Companies
29
American Century Companies
Missouri
$1.86M +$346K +17,395 +24%
BCM
30
BTC Capital Management
Iowa
$1.79M +$69.9K +3,510 +4%
WA
31
Wambolt & Associates
Colorado
$1.76M +$201K +10,110 +13%
RWM
32
Ritholtz Wealth Management
New York
$1.65M +$390K +19,610 +32%
Citadel Advisors
33
Citadel Advisors
Florida
$1.57M +$1.2M +60,495 +358%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$1.56M +$493K +24,760 +48%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$1.5M +$40.7K +2,045 +3%
PGAM
36
Princeton Global Asset Management
New Jersey
$1.45M -$5.47K -275 -0.4%
BFM
37
Boothbay Fund Management
New York
$1.35M
GT
38
Greenleaf Trust
Michigan
$1.25M -$45.5K -2,285 -4%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.19M +$23.7K +1,190 +2%
AP
40
Advisor Partners
California
$1.18M +$9.95K +500 +0.9%
GC
41
Guggenheim Capital
Illinois
$1.17M -$127K -6,400 -10%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$1.16M +$9.95K +500 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$1.09M +$48.9K +2,455 +5%
WT
44
Whittier Trust
California
$1.04M
Geode Capital Management
45
Geode Capital Management
Massachusetts
$1.04M -$39.9K -2,005 -4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$809K -$8.56K -430 -1%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$756K +$740K +37,155 New
FTDI
48
First Trust Direct Indexing
Massachusetts
$722K +$19.8K +995 +3%
EAM
49
Eagle Asset Management
Florida
$702K +$22.8K +1,145 +3%
S
50
SimplyRich
California
$690K