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123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55%1.52% (-0.03%)

11% less funds holding

Funds holding: 138123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
49
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$439K -$1.96K -120 -0.4%
S
52
SignatureFD
Georgia
$429K -$64.8K -3,965 -12%
EAM
53
Eagle Asset Management
Florida
$423K -$6.29K -385 -1%
ACM
54
Ativo Capital Management
Illinois
$375K -$653 -40 -0.2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$375K +$44.6K +2,730 +11%
Comerica Bank
56
Comerica Bank
Texas
$358K +$20.9K +1,280 +5%
SAI
57
Systematic Alpha Investments
New Jersey
$351K
GC
58
Guggenheim Capital
Illinois
$346K -$9.8K -600 -2%
PFO
59
Pathstone Family Office
New Jersey
$332K +$383K +23,435 New
MYIA
60
Mount Yale Investment Advisors
Colorado
$327K +$5.14K +315 +1%
Creative Planning
61
Creative Planning
Kansas
$324K +$18.7K +1,145 +5%
YCM
62
Yousif Capital Management
Michigan
$297K +$21.2K +1,300 +7%
CFM
63
Capricorn Fund Managers
United Kingdom
$284K +$328K +20,060 New
DCM
64
DGS Capital Management
New Jersey
$284K -$31.4K -1,925 -9%
QCG
65
Quadrant Capital Group
Ohio
$275K +$2.12K +130 +0.7%
Citigroup
66
Citigroup
New York
$269K +$10.9K +670 +4%
Ameriprise
67
Ameriprise
Minnesota
$265K -$24.5K -1,500 -7%
UBS Group
68
UBS Group
Switzerland
$252K -$26.1K -1,600 -8%
RJA
69
Raymond James & Associates
Florida
$244K -$22.8K -1,395 -7%
FIM
70
Freedom Investment Management
Connecticut
$234K -$18K -1,100 -6%
JP Morgan Chase
71
JP Morgan Chase
New York
$231K -$53K -3,245 -17%
RCM
72
RNC Capital Management
California
$226K -$10.2K -625 -4%
CCP
73
Corient Capital Partners
California
$210K
WFA
74
Wipfli Financial Advisors
Wisconsin
$198K +$229K +14,030 New
PA
75
Parallel Advisors
California
$165K -$9.64K -590 -5%

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.