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ORIX
IX

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

22% more capital invested

Capital invested by funds: $308M → $374M (+$66.8M)

6% more funds holding

Funds holding: 121 → 128 (+7)

0.04% more ownership

Funds ownership: 1.62% → 1.66% (+0.04%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16M
2
TAM
Todd Asset Management
Kentucky
+$4M
3
Morgan Stanley
Morgan Stanley
New York
+$2.84M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$1.99M
5
Millennium Management
Millennium Management
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.2M
2
State Street
State Street
Massachusetts
-$2.05M
3
BlackRock
BlackRock
New York
-$1.3M
4
CFM
Capricorn Fund Managers
United Kingdom
-$934K
5
US Bancorp
US Bancorp
Minnesota
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$621K +$590K +34,025 New
State Street
52
State Street
Massachusetts
$613K -$2.05M -118,305 -78%
MYIA
53
Mount Yale Investment Advisors
Colorado
$608K +$8.75K +505 +2%
Jane Street
54
Jane Street
New York
$583K +$554K +31,965 New
CAM
55
Cresset Asset Management
Illinois
$582K +$553K +31,885 New
S
56
SimplyRich
California
$572K – – –
Charles Schwab
57
Charles Schwab
California
$521K +$271K +15,615 +120%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$506K +$178K +10,265 +59%
Marshall Wace
59
Marshall Wace
United Kingdom
$500K +$475K +27,405 New
ACM
60
Ativo Capital Management
Illinois
$483K – – –
DCM
61
DGS Capital Management
New Jersey
$460K +$32.3K +1,865 +8%
WT
62
Whittier Trust
California
$457K +$34.5K +1,990 +9%
SAI
63
Systematic Alpha Investments
New Jersey
$453K – – –
Citigroup
64
Citigroup
New York
$438K +$56.2K +3,240 +16%
S
65
SignatureFD
Georgia
$404K -$6.59K -380 -2%
VIA
66
Vident Investment Advisory
Georgia
$400K +$89.3K +5,155 +30%
Creative Planning
67
Creative Planning
Kansas
$389K +$83.2K +4,800 +29%
Ameriprise
68
Ameriprise
Minnesota
$385K +$49.4K +2,850 +16%
YCM
69
Yousif Capital Management
Michigan
$373K -$10.4K -600 -3%
SFA
70
Sequoia Financial Advisors
Ohio
$371K +$9.1K +525 +3%
AA
71
AlphaQ Advisors
Florida
$336K -$3.21K -185 -1%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$328K +$295K +17,000 +1,700%
Corient Private Wealth
73
Corient Private Wealth
Florida
$313K +$347 +20 +0.1%
UBS Group
74
UBS Group
Switzerland
$297K +$34.3K +1,980 +14%
FCI
75
Financial Counselors Inc
Kansas
$275K +$42K +2,425 +19%
1 2
3
4 5

IX Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2023, worth a combined $374M — up 22% from $308M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IX positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 128 institutional investors held ORIX (IX) as of Q2 2023, up from 121 in Q1 2023.
  • Funds reported $374M of ORIX stock for Q2 2023, up 22% quarter-over-quarter.
  • 18 funds opened new ORIX positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q2 2023 was Bank of America, an estimated $16M added.
  • The largest ORIX seller in Q2 2023 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.