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ORIX
IX

151 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

23% more capital invested

Capital invested by funds: $397M → $488M (+$91.2M)

12% more funds holding

Funds holding: 135 → 151 (+16)

0.4% more ownership

Funds ownership: 1.71% → 2.11% (+0.4%)

Holders
151
Holders Change
+16
Holders Change %
+11.85%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$704K
3
XC
XY Capital
Hong Kong
+$608K
4
American Century Companies
American Century Companies
Missouri
+$596K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$542K

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$861K
2
Calamos Advisors
Calamos Advisors
Illinois
-$853K
3
Bank of America
Bank of America
North Carolina
-$748K
4
BlackRock
BlackRock
New York
-$680K
5
TAM
Todd Asset Management
Kentucky
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
26
Naples Global Advisors
Florida
$1.69M +$30K +1,650 +2%
AssetMark Inc
27
AssetMark Inc
California
$1.62M +$33.4K +1,835 +2%
QCM
28
Quantinno Capital Management
New York
$1.61M +$176K +9,665 +13%
RWM
29
Ritholtz Wealth Management
New York
$1.54M +$6.46K +355 +0.4%
SEI Investments
30
SEI Investments
Pennsylvania
$1.49M +$186K +10,245 +15%
PAM
31
Paradigm Asset Management
New York
$1.48M -$36.4K -2,000 -2%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$1.36M +$1.32M +72,700 New
Charles Schwab
33
Charles Schwab
California
$1.31M +$307K +16,890 +32%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.29M +$25.5K +1,400 +2%
VPIM
35
Vanguard Personalized Indexing Management
California
$1.17M +$230K +12,630 +25%
Cerity Partners
36
Cerity Partners
New York
$1.13M +$142K +7,790 +15%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$978K +$5.09K +280 +0.5%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$961K -$27.4K -1,505 -3%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$874K -$13.2K -725 -2%
BCI
40
Brinker Capital Investments
Pennsylvania
$820K -$10K -550 -1%
OPS
41
Orion Portfolio Solutions
Nebraska
$820K -$10K -550 -1%
GT
42
Greenleaf Trust
Michigan
$817K -$133K -7,305 -14%
VA
43
Vident Advisory
Georgia
$790K +$108K +5,925 +16%
Citadel Advisors
44
Citadel Advisors
Florida
$745K +$15K +825 +2%
Mariner
45
Mariner
Kansas
$729K +$7.91K +435 +1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$686K +$3.73K +205 +0.6%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$676K +$113K +6,230 +21%
ERSOT
48
Employees Retirement System of Texas
Texas
$643K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$639K -$3K -165 -0.5%
MYIA
50
Mount Yale Investment Advisors
Colorado
$638K +$10.7K +590 +2%
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IX Hedge Fund Activity: Q4 2023 in Review

151 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2023, worth a combined $488M — up 23% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IX positions and 6 closed out — a net gain of 19 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $861K.

  • 151 institutional investors held ORIX (IX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $488M of ORIX stock for Q4 2023, up 23% quarter-over-quarter.
  • 25 funds opened new ORIX positions in Q4 2023 and 6 closed out, a net change of +19 holders.
  • The largest ORIX buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest ORIX seller in Q4 2023 was O'Shaughnessy Asset Management, an estimated $861K sold.

Based on aggregated 13F filings for Q4 2023.