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ORIX
IX

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.17% less ownership

Funds ownership: 1.76% → 1.59% (-0.17%)

5% less capital invested

Capital invested by funds: $421M → $401M (-$20.5M)

3% less funds holding

Funds holding: 147 → 143 (-4)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$5.88M
2
Wells Fargo
Wells Fargo
California
+$5.04M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.74M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.38M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$11.9M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
-$10.7M
3
SI
Scout Investments
Missouri
-$4.29M
4
N
Nuveen
North Carolina
-$4.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wambolt & Associates
Colorado
$1.92M +$154K +7,550 +9%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$1.82M -$414K -20,265 -18%
RWM
28
Ritholtz Wealth Management
New York
$1.81M +$199K +9,750 +12%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.44M +$16.9K +825 +1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.43M -$41.8K -2,045 -3%
AssetMark Inc
31
AssetMark Inc
California
$1.34M +$698K +34,170 +104%
BCM
32
BTC Capital Management
Iowa
$1.34M -$435K -21,275 -24%
BFM
33
Boothbay Fund Management
New York
$1.33M – – –
Citadel Advisors
34
Citadel Advisors
Florida
$1.28M -$268K -13,105 -17%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.19M +$31.1K +1,520 +3%
FTDI
36
First Trust Direct Indexing
Massachusetts
$1.17M +$473K +23,155 +65%
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$1.14M -$307 -15 -0%
GC
38
Guggenheim Capital
Illinois
$1.09M -$54.5K -2,665 -5%
GT
39
Greenleaf Trust
Michigan
$1.05M -$185K -9,035 -15%
AP
40
Advisor Partners
California
$1.04M -$124K -6,045 -10%
FIM
41
Freedom Investment Management
Connecticut
$940K +$657K +32,125 +215%
ERSOT
42
Employees Retirement System of Texas
Texas
$908K +$732K +35,820 +372%
WT
43
Whittier Trust
California
$851K -$172K -8,415 -16%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$814K +$21.3K +1,040 +3%
SGA
45
Strategic Global Advisors
California
$777K +$12.2K +595 +2%
RJA
46
Raymond James & Associates
Florida
$756K +$303K +14,820 +64%
AWM
47
Altium Wealth Management
New York
$754K +$93.3K +4,565 +14%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$741K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$711K +$80.7K +3,950 +12%
VPIM
50
Vanguard Personalized Indexing Management
California
$660K +$45.9K +2,245 +7%
1
2
3 4 5

IX Hedge Fund Activity: Q1 2022 in Review

143 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2022, worth a combined $401M — down 4.9% from $421M a quarter earlier.

Fund positioning in IX was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 58 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $5.88M. The largest seller was Crossmark Global Holdings, cutting an estimated $11.9M.

  • 143 institutional investors held ORIX (IX) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $401M of ORIX stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 20 funds opened new ORIX positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q1 2022 was Todd Asset Management, an estimated $5.88M added.
  • The largest ORIX seller in Q1 2022 was Crossmark Global Holdings, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.