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ORIX
IX

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

22% more capital invested

Capital invested by funds: $308M → $374M (+$66.8M)

6% more funds holding

Funds holding: 121 → 128 (+7)

0.04% more ownership

Funds ownership: 1.62% → 1.66% (+0.04%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16M
2
TAM
Todd Asset Management
Kentucky
+$4M
3
Morgan Stanley
Morgan Stanley
New York
+$2.84M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$1.99M
5
Millennium Management
Millennium Management
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.2M
2
State Street
State Street
Massachusetts
-$2.05M
3
BlackRock
BlackRock
New York
-$1.3M
4
CFM
Capricorn Fund Managers
United Kingdom
-$934K
5
US Bancorp
US Bancorp
Minnesota
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.49M +$1.41M +81,535 New
PAM
27
Paradigm Asset Management
New York
$1.36M – – –
BCM
28
BTC Capital Management
Iowa
$1.34M -$24.1K -1,390 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.23M -$65.3K -3,765 -5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.22M +$48.9K +2,820 +4%
QCM
31
Quantinno Capital Management
New York
$1.17M +$299K +17,270 +37%
Cerity Partners
32
Cerity Partners
New York
$1.05M +$106K +6,140 +12%
SEI Investments
33
SEI Investments
Pennsylvania
$1.04M +$112K +6,450 +13%
API
34
Advisor Partners II
California
$1.01M +$76.6K +4,420 +9%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$977K +$185K +10,695 +25%
Citadel Advisors
36
Citadel Advisors
Florida
$977K +$498K +28,750 +116%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$951K +$903K +52,125 New
GT
38
Greenleaf Trust
Michigan
$941K -$3.55K -205 -0.4%
VPIM
39
Vanguard Personalized Indexing Management
California
$866K +$141K +8,160 +21%
LNWWM
40
Laird Norton Wetherby Wealth Management
California
$851K -$32.2K -1,860 -4%
Calamos Advisors
41
Calamos Advisors
Illinois
$828K – – –
BCI
42
Brinker Capital Investments
Pennsylvania
$800K -$27.3K -1,575 -3%
OPS
43
Orion Portfolio Solutions
Nebraska
$800K -$27.3K -1,575 -3%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$799K -$287K -16,565 -27%
US Bancorp
45
US Bancorp
Minnesota
$727K -$537K -31,000 -44%
SGA
46
Strategic Global Advisors
California
$685K -$12.7K -735 -2%
Mariner
47
Mariner
Kansas
$684K +$72K +4,155 +12%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$647K +$84.1K +4,855 +16%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$636K +$26.9K +1,550 +5%
ERSOT
50
Employees Retirement System of Texas
Texas
$628K – – –
1
2
3 4 5

IX Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2023, worth a combined $374M — up 22% from $308M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IX positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 128 institutional investors held ORIX (IX) as of Q2 2023, up from 121 in Q1 2023.
  • Funds reported $374M of ORIX stock for Q2 2023, up 22% quarter-over-quarter.
  • 18 funds opened new ORIX positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q2 2023 was Bank of America, an estimated $16M added.
  • The largest ORIX seller in Q2 2023 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.