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171 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$2.3M +$128K +6,000 +6%
WA
27
Wambolt & Associates
Colorado
$2.27M +$71.8K +3,365 +3%
PAM
28
Paradigm Asset Management
New York
$2.27M -$395K -18,500 -15%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.17M +$126K +5,910 +6%
CGH
30
Crossmark Global Holdings
Texas
$2.1M -$28.9K -1,355 -1%
AssetMark Inc
31
AssetMark Inc
California
$2.08M +$61.6K +2,885 +3%
FTDI
32
First Trust Direct Indexing
Massachusetts
$2M -$53.7K -2,515 -3%
NGA
33
Naples Global Advisors
Florida
$1.99M
Goldman Sachs
34
Goldman Sachs
New York
$1.86M +$356K +16,665 +25%
RWM
35
Ritholtz Wealth Management
New York
$1.82M -$48K -2,250 -3%
Mariner
36
Mariner
Kansas
$1.59M +$266K +12,435 +21%
BCM
37
BTC Capital Management
Iowa
$1.57M -$86.9K -4,070 -5%
Cerity Partners
38
Cerity Partners
New York
$1.54M -$547K -25,625 -27%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.44M +$1.38M +64,655 New
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.44M -$96.7K -4,530 -7%
VA
41
Vident Advisory
Georgia
$1.39M +$242K +11,325 +22%
ACM
42
Ativo Capital Management
Illinois
$1.32M -$10.6K -495 -0.8%
CAM
43
Cresset Asset Management
Illinois
$1.22M +$264K +12,370 +29%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.16M -$41.6K -1,950 -4%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.12M +$87.7K +4,105 +9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.07M +$26.1K +1,220 +3%
CC
47
Callan Capital
California
$1.05M +$193K +9,060 +24%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$1.03M -$12.8K -600 -1%
GT
49
Greenleaf Trust
Michigan
$974K
WT
50
Whittier Trust
California
$942K +$88.7K +4,155 +11%

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.