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138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59%1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
47
Closed
18
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
$1.61M +$77.6K +4,270 +5%
AssetMark Inc
27
AssetMark Inc
California
$1.54M +$447K +24,580 +37%
SGI
28
Summit Global Investments
Utah
$1.43M -$565K -31,120 -27%
RWM
29
Ritholtz Wealth Management
New York
$1.4M -$132K -7,275 -8%
FTDI
30
First Trust Direct Indexing
Massachusetts
$1.36M +$403K +22,185 +38%
Renaissance Technologies
31
Renaissance Technologies
New York
$1.32M +$1.43M +78,470 New
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.2M
BFM
33
Boothbay Fund Management
New York
$1.12M
BCM
34
BTC Capital Management
Iowa
$1.08M -$50.7K -2,790 -4%
LNWWM
35
Laird Norton Wetherby Wealth Management
California
$973K +$12.2K +670 +1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$914K -$98.8K -5,435 -9%
GT
37
Greenleaf Trust
Michigan
$884K -$273 -15 -0%
AP
38
Advisor Partners
California
$882K +$7.63K +420 +0.8%
Cerity Partners
39
Cerity Partners
New York
$789K +$851K +46,845 New
Calamos Advisors
40
Calamos Advisors
Illinois
$764K +$277K +15,265 +51%
ERSOT
41
Employees Retirement System of Texas
Texas
$730K -$38.2K -2,100 -5%
VPIM
42
Vanguard Personalized Indexing Management
California
$680K +$134K +7,370 +22%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$646K -$43.9K -2,415 -6%
SGA
44
Strategic Global Advisors
California
$645K -$10.6K -585 -2%
AWM
45
Altium Wealth Management
New York
$639K +$4.27K +235 +0.6%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$630K +$5.09K +280 +0.8%
BCI
47
Brinker Capital Investments
Pennsylvania
$604K +$96.9K +5,335 +17%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$593K -$6.72K -370 -1%
S
49
SignatureFD
Georgia
$577K +$47.5K +2,615 +8%
S
50
SimplyRich
California
$553K

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.