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138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59%1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$529K -$3.27K -180 -0.6%
WT
52
Whittier Trust
California
$525K -$208K -11,435 -27%
EAM
53
Eagle Asset Management
Florida
$510K -$36K -1,980 -6%
ACM
54
Ativo Capital Management
Illinois
$447K
GC
55
Guggenheim Capital
Illinois
$423K -$539K -29,665 -54%
SAI
56
Systematic Alpha Investments
New Jersey
$418K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$401K -$27.9K -1,535 -6%
Comerica Bank
58
Comerica Bank
Texas
$400K -$8.99K -495 -2%
MYIA
59
Mount Yale Investment Advisors
Colorado
$384K -$81.1K -4,465 -16%
DCM
60
DGS Capital Management
New Jersey
$370K -$137K -7,530 -25%
Creative Planning
61
Creative Planning
Kansas
$367K +$103K +5,655 +35%
Millennium Management
62
Millennium Management
New York
$364K +$392K +21,600 New
HF
63
HRT Financial
New York
$364K +$393K +21,630 New
Ameriprise
64
Ameriprise
Minnesota
$341K -$146K -8,045 -28%
YCM
65
Yousif Capital Management
Michigan
$332K -$3.18K -175 -0.9%
JP Morgan Chase
66
JP Morgan Chase
New York
$330K +$263K +14,470 +284%
UBS Group
67
UBS Group
Switzerland
$326K -$71K -3,910 -17%
QCG
68
Quadrant Capital Group
Ohio
$325K +$31.5K +1,735 +10%
RJA
69
Raymond James & Associates
Florida
$314K -$349K -19,180 -51%
Citigroup
70
Citigroup
New York
$308K -$72.6K -3,995 -18%
FIM
71
Freedom Investment Management
Connecticut
$297K -$535K -29,450 -63%
WFI
72
West Family Investments
California
$288K -$54.2K -2,985 -15%
RCM
73
RNC Capital Management
California
$280K -$13.6K -750 -4%
QI
74
Qtron Investments
Massachusetts
$242K
FCI
75
Financial Counselors Inc
Kansas
$239K

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.