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ORIX
IX

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

11% more funds holding

Funds holding: 120 → 133 (+13)

10% more capital invested

Capital invested by funds: $331M → $365M (+$33.5M)

0.02% less ownership

Funds ownership: 1.52% → 1.5% (-0.02%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.27M
5
BFM
Boothbay Fund Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.29M
2
PPA
Parametric Portfolio Associates
Washington
-$5.19M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
Comerica Bank
Comerica Bank
Texas
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$553K +$22.8K +1,240 +4%
Citigroup
52
Citigroup
New York
$517K -$561K -30,495 -53%
AWM
53
Altium Wealth Management
New York
$508K +$73K +3,965 +17%
Comerica Bank
54
Comerica Bank
Texas
$503K -$947K -51,450 -66%
BCI
55
Brinker Capital Investments
Pennsylvania
$502K – – –
Ameriprise
56
Ameriprise
Minnesota
$469K +$3.5K +190 +0.8%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$458K -$5.71K -310 -1%
WFI
58
West Family Investments
California
$431K +$9.66K +525 +2%
RJA
59
Raymond James & Associates
Florida
$425K +$38.6K +2,100 +10%
VPIM
60
Vanguard Personalized Indexing Management
California
$420K +$92K +5,000 +29%
Citadel Advisors
61
Citadel Advisors
Florida
$320K -$188K -10,225 -38%
MYIA
62
Mount Yale Investment Advisors
Colorado
$308K +$300K +16,315 New
QCG
63
Quadrant Capital Group
Ohio
$307K +$30.7K +1,670 +11%
Creative Planning
64
Creative Planning
Kansas
$299K +$291K +15,815 New
PA
65
Parallel Advisors
California
$298K +$60.9K +3,310 +27%
NAM
66
NorthCoast Asset Management
Connecticut
$295K +$2.67K +145 +0.9%
Fisher Asset Management
67
Fisher Asset Management
Washington
$293K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$292K +$8.56K +465 +3%
SFI
69
Susquehanna Fundamental Investments
Pennsylvania
$279K -$9.2K -500 -3%
BWP
70
Baldwin Wealth Partners
Massachusetts
$265K +$7.64K +415 +3%
AAM
71
Advisors Asset Management
Colorado
$259K -$22K -1,195 -8%
UBS Group
72
UBS Group
Switzerland
$256K -$10.4K -565 -4%
CCP
73
Corient Capital Partners
California
$246K +$240K +13,030 New
CAM
74
Cresset Asset Management
Illinois
$240K +$234K +12,720 New
Franklin Resources
75
Franklin Resources
California
$235K +$4.23K +230 +2%
1 2
3
4 5

IX Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2021, worth a combined $365M — up 10% from $331M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 9 closed out — a net gain of 15 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.17M. The largest seller was Northern Trust, cutting an estimated $6.29M.

  • 133 institutional investors held ORIX (IX) as of Q3 2021, up from 120 in Q2 2021.
  • Funds reported $365M of ORIX stock for Q3 2021, up 10% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q3 2021 and 9 closed out, a net change of +15 holders.
  • The largest ORIX buyer in Q3 2021 was Fidelity Investments, an estimated $3.17M added.
  • The largest ORIX seller in Q3 2021 was Northern Trust, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2021.