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ORIX
IX

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $305M → $308M (+$2.64M)

0.11% more ownership

Funds ownership: 1.51% → 1.62% (+0.11%)

5% less funds holding

Funds holding: 127 → 121 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
PAM
Paradigm Asset Management
New York
+$1.25M
4
OPS
Orion Portfolio Solutions
Nebraska
+$778K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$599K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
3
BlackRock
BlackRock
New York
-$1.17M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.12M
5
XC
XY Capital
Hong Kong
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$1.35M -$157K -9,160 -10%
PAM
27
Paradigm Asset Management
New York
$1.22M +$1.25M +73,000 +4,867%
BCM
28
BTC Capital Management
Iowa
$1.21M -$115K -6,685 -8%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.17M – – –
US Bancorp
30
US Bancorp
Minnesota
$1.16M -$907K -52,920 -43%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.05M +$59K +3,445 +6%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$991K -$771K -44,970 -43%
CFM
33
Capricorn Fund Managers
United Kingdom
$934K +$48.9K +2,855 +5%
GT
34
Greenleaf Trust
Michigan
$850K – – –
Cerity Partners
35
Cerity Partners
New York
$840K +$114K +6,660 +15%
API
36
Advisor Partners II
California
$834K +$79.7K +4,650 +10%
SEI Investments
37
SEI Investments
Pennsylvania
$832K +$186K +10,860 +27%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$796K -$21.4K -1,250 -3%
QCM
39
Quantinno Capital Management
New York
$772K +$152K +8,870 +23%
BCI
40
Brinker Capital Investments
Pennsylvania
$746K +$40.6K +2,370 +6%
OPS
41
Orion Portfolio Solutions
Nebraska
$746K +$778K +45,415 New
Calamos Advisors
42
Calamos Advisors
Illinois
$746K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$704K +$24K +1,400 +3%
VPIM
44
Vanguard Personalized Indexing Management
California
$645K +$54.3K +3,170 +9%
SGA
45
Strategic Global Advisors
California
$629K -$29K -1,695 -4%
ERSOT
46
Employees Retirement System of Texas
Texas
$565K -$153K -8,950 -21%
Mariner
47
Mariner
Kansas
$547K +$15.5K +905 +3%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$546K -$60.7K -3,540 -10%
MYIA
49
Mount Yale Investment Advisors
Colorado
$539K +$151K +8,820 +37%
S
50
SimplyRich
California
$515K – – –
1
2
3 4 5

IX Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.

  • 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
  • The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.