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ORIX
IX

123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55% → 1.52% (-0.03%)

11% less funds holding

Funds holding: 138 → 123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
49
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.81M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.38M
3
American Century Companies
American Century Companies
Missouri
+$641K
4
Mariner
Mariner
Kansas
+$517K
5
PFO
Pathstone Family Office
New Jersey
+$383K

Top Sellers

1
TAM
Todd Asset Management
Kentucky
-$5.71M
2
Morgan Stanley
Morgan Stanley
New York
-$5.59M
3
Jane Street
Jane Street
New York
-$2.69M
4
BlackRock
BlackRock
New York
-$2.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
26
Naples Global Advisors
Florida
$1.39M +$22.7K +1,390 +1%
FTDI
27
First Trust Direct Indexing
Massachusetts
$1.11M -$38.2K -2,340 -3%
BCM
28
BTC Capital Management
Iowa
$1.1M +$230K +14,070 +22%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.01M – – –
RWM
30
Ritholtz Wealth Management
New York
$946K -$269K -16,465 -20%
BFM
31
Boothbay Fund Management
New York
$940K – – –
SGI
32
Summit Global Investments
Utah
$872K -$384K -23,490 -28%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$785K -$36.7K -2,250 -4%
Jane Street
34
Jane Street
New York
$759K -$2.69M -164,890 -75%
GT
35
Greenleaf Trust
Michigan
$736K -$7.43K -455 -0.9%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$735K -$1.5M -91,620 -64%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$717K +$254K +15,540 +44%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$714K +$214K +13,115 +35%
Calamos Advisors
39
Calamos Advisors
Illinois
$642K – – –
Cerity Partners
40
Cerity Partners
New York
$634K -$32.7K -2,005 -4%
API
41
Advisor Partners II
California
$633K +$732K +44,805 New
ERSOT
42
Employees Retirement System of Texas
Texas
$613K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$587K -$208K -12,720 -23%
SGA
44
Strategic Global Advisors
California
$568K +$30.5K +1,865 +5%
BCI
45
Brinker Capital Investments
Pennsylvania
$535K +$32K +1,960 +5%
SEI Investments
46
SEI Investments
Pennsylvania
$529K +$108K +6,605 +21%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$516K -$31.2K -1,910 -5%
VPIM
48
Vanguard Personalized Indexing Management
California
$505K -$76.3K -4,670 -12%
S
49
SimplyRich
California
$464K – – –
Mariner
50
Mariner
Kansas
$448K +$517K +31,680 New
1
2
3 4 5

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.