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ORIX
IX

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

1% more capital invested

Capital invested by funds: $329M → $331M (+$2.29M)

0.01% more ownership

Funds ownership: 1.51% → 1.52% (+0.01%)

4% less funds holding

Funds holding: 125 → 120 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.83M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.6M
3
PPA
Parametric Portfolio Associates
Washington
+$2.76M
4
BCAM
Boston Common Asset Management
Massachusetts
+$1.28M
5
Stifel Financial
Stifel Financial
Missouri
+$858K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.76M
2
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$3.41M
3
Northern Trust
Northern Trust
Illinois
-$3.37M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$502K +$506K +29,650 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$474K -$101K -5,910 -17%
Citadel Advisors
53
Citadel Advisors
Florida
$459K +$148K +8,660 +47%
S
54
SignatureFD
Georgia
$453K +$44K +2,580 +11%
William Blair & Company
55
William Blair & Company
Illinois
$444K – – –
Ameriprise
56
Ameriprise
Minnesota
$417K -$128K -7,475 -23%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$416K +$17.2K +1,010 +4%
AWM
58
Altium Wealth Management
New York
$388K +$35.3K +2,070 +10%
WFI
59
West Family Investments
California
$377K +$380K +22,250 New
EVM
60
Eaton Vance Management
Massachusetts
$353K -$9.38K -550 -3%
RJA
61
Raymond James & Associates
Florida
$345K -$11.2K -655 -3%
VPIM
62
Vanguard Personalized Indexing Management
California
$292K -$85.2K -4,995 -22%
LSAG
63
Lake Street Advisors Group
New Hampshire
$292K +$3.75K +220 +1%
Fisher Asset Management
64
Fisher Asset Management
Washington
$263K -$29.5K -1,730 -10%
NAM
65
NorthCoast Asset Management
Connecticut
$262K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$260K +$25K +1,465 +11%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$258K -$222K -13,000 -46%
AAM
68
Advisors Asset Management
Colorado
$252K -$14.4K -845 -5%
QCG
69
Quadrant Capital Group
Ohio
$247K +$35.5K +2,080 +17%
UBS Group
70
UBS Group
Switzerland
$239K +$13.1K +770 +6%
BWP
71
Baldwin Wealth Partners
Massachusetts
$230K +$40.6K +2,380 +21%
PA
72
Parallel Advisors
California
$211K +$101K +5,890 +90%
BP
73
Ballentine Partners
Massachusetts
$209K +$85 +5 +0%
Franklin Resources
74
Franklin Resources
California
$207K -$2.99K -175 -1%
JIC
75
Johnson Investment Counsel
Ohio
$207K – – –
1 2
3
4 5

IX Hedge Fund Activity: Q2 2021 in Review

120 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2021, worth a combined $331M — up 0.7% from $329M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 53 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.83M. The largest seller was Wells Fargo, cutting an estimated $3.76M.

  • 120 institutional investors held ORIX (IX) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $331M of ORIX stock for Q2 2021, up 0.7% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q2 2021 and 14 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.83M added.
  • The largest ORIX seller in Q2 2021 was Wells Fargo, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2021.