ORIX
135 hedge funds and large institutions have $397M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
54% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 35
6% more capital invested
Capital invested by funds: $374M → $397M (+$22.1M)
5% more funds holding
Funds holding: 128 → 135 (+7)
0.05% more ownership
Funds ownership: 1.66% → 1.71% (+0.05%)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.94M |
| 3 |
BlackRock
New York
|
-$1.89M |
| 4 |
Millennium Management
New York
|
-$1.49M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$500K |
IX Hedge Fund Activity: Q3 2023 in Review
135 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2023, worth a combined $397M — up 5.9% from $374M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IX positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 135 institutional investors held ORIX (IX) as of Q3 2023, up from 128 in Q2 2023.
- Funds reported $397M of ORIX stock for Q3 2023, up 5.9% quarter-over-quarter.
- 15 funds opened new ORIX positions in Q3 2023 and 8 closed out, a net change of +7 holders.
- The largest ORIX buyer in Q3 2023 was Bank of America, an estimated $18.1M added.
- The largest ORIX seller in Q3 2023 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2023.