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ORIX
IX

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $305M → $308M (+$2.64M)

0.11% more ownership

Funds ownership: 1.51% → 1.62% (+0.11%)

5% less funds holding

Funds holding: 127 → 121 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
PAM
Paradigm Asset Management
New York
+$1.25M
4
OPS
Orion Portfolio Solutions
Nebraska
+$778K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$599K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
3
BlackRock
BlackRock
New York
-$1.17M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.12M
5
XC
XY Capital
Hong Kong
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$502K -$4.97K -290 -0.9%
ACM
52
Ativo Capital Management
Illinois
$435K – – –
SAI
53
Systematic Alpha Investments
New Jersey
$407K – – –
Citadel Advisors
54
Citadel Advisors
Florida
$407K +$425K +24,810 New
DCM
55
DGS Capital Management
New Jersey
$384K +$9.08K +530 +2%
WT
56
Whittier Trust
California
$378K -$137K -8,020 -26%
S
57
SignatureFD
Georgia
$370K -$6.68K -390 -2%
YCM
58
Yousif Capital Management
Michigan
$345K – – –
Citigroup
59
Citigroup
New York
$341K +$56.3K +3,285 +19%
SFA
60
Sequoia Financial Advisors
Ohio
$325K +$13.4K +785 +4%
AA
61
AlphaQ Advisors
Florida
$306K +$319K +18,615 New
Ameriprise
62
Ameriprise
Minnesota
$300K +$4.37K +255 +1%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$287K +$300K +17,500 New
VIA
64
Vident Investment Advisory
Georgia
$281K +$293K +17,125 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$281K +$293K +17,125 New
Creative Planning
66
Creative Planning
Kansas
$271K -$104K -6,065 -27%
UBS Group
67
UBS Group
Switzerland
$235K -$160K -9,330 -39%
RCM
68
RNC Capital Management
California
$224K +$20.6K +1,200 +10%
DWT
69
Dorsey & Whitney Trust
South Dakota
$221K +$1.03K +60 +0.4%
Franklin Resources
70
Franklin Resources
California
$221K +$231K +13,480 New
KCM
71
Kathmere Capital Management
Pennsylvania
$219K +$228K +13,315 New
Osaic Holdings
72
Osaic Holdings
Arizona
$216K +$51.5K +3,005 +30%
Charles Schwab
73
Charles Schwab
California
$213K +$222K +12,970 New
ONB
74
Old National Bancorp
Indiana
$212K +$7.71K +450 +4%
FCI
75
Financial Counselors Inc
Kansas
$207K – – –
1 2
3
4 5

IX Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.

  • 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
  • The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.