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125 hedge funds and large institutions have $329M invested in ORIX in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $300M → $329M (+$29.3M)

2% more funds holding

Funds holding: 123125 (+2)

0.03% more ownership

Funds ownership: 1.47%1.51% (+0.03%)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
51
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
51
Susquehanna Fundamental Investments
Pennsylvania
$479K -$17.1K -1,000 -3%
William Blair & Company
52
William Blair & Company
Illinois
$445K
S
53
SignatureFD
Georgia
$410K +$11.5K +675 +3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$399K -$7.18K -420 -2%
VPIM
55
Vanguard Personalized Indexing Management
California
$377K -$38.5K -2,250 -9%
EVM
56
Eaton Vance Management
Massachusetts
$363K
RJA
57
Raymond James & Associates
Florida
$357K -$20.9K -1,225 -5%
AWM
58
Altium Wealth Management
New York
$354K +$39.9K +2,335 +13%
Citadel Advisors
59
Citadel Advisors
Florida
$313K -$328K -19,195 -51%
FTDI
60
First Trust Direct Indexing
Massachusetts
$304K +$4.79K +280 +2%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$297K +$299K +17,500 New
Fisher Asset Management
62
Fisher Asset Management
Washington
$292K -$27.6K -1,615 -9%
ONB
63
Old National Bancorp
Indiana
$274K +$6.24K +365 +2%
AAM
64
Advisors Asset Management
Colorado
$267K -$1.62K -95 -0.6%
NAM
65
NorthCoast Asset Management
Connecticut
$262K
Creative Planning
66
Creative Planning
Kansas
$261K +$24.1K +1,410 +10%
LSAG
67
Lake Street Advisors Group
New Hampshire
$258K +$5.13K +300 +2%
MWNA
68
Marshall Wace North America
New York
$246K -$162K -9,485 -40%
FCI
69
Financial Counselors Inc
Kansas
$244K -$46.3K -2,710 -16%
UBS Group
70
UBS Group
Switzerland
$226K -$255K -14,925 -53%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$215K +$26.2K +1,535 +14%
QCG
72
Quadrant Capital Group
Ohio
$212K +$22.1K +1,290 +12%
Franklin Resources
73
Franklin Resources
California
$210K +$212K +12,380 New
BP
74
Ballentine Partners
Massachusetts
$209K +$211K +12,330 New
JIC
75
Johnson Investment Counsel
Ohio
$208K +$209K +12,250 New

IX Hedge Fund Activity: Q1 2021 in Review

125 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2021, worth a combined $329M — up 9.8% from $300M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IX positions and 13 closed out — a net gain of 4 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $34.2M. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $5.74M sold.

  • 125 institutional investors held ORIX (IX) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $329M of ORIX stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q1 2021 and 13 closed out, a net change of +4 holders.
  • The largest ORIX buyer in Q1 2021 was BlackRock, an estimated $34.2M added.
  • The largest ORIX seller in Q1 2021 was Ferguson Wellman Capital Management, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2021.