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171 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$896K -$36.4K -1,705 -4%
OPS
52
Orion Portfolio Solutions
Nebraska
$896K -$36.4K -1,705 -4%
Citadel Advisors
53
Citadel Advisors
Florida
$859K -$966K -45,220 -54%
HighTower Advisors
54
HighTower Advisors
Illinois
$785K +$7.79K +365 +1%
State Street
55
State Street
Massachusetts
$740K -$7.47K -350 -1%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$735K -$83.2K -3,895 -11%
DCM
57
DGS Capital Management
New Jersey
$734K +$44.2K +2,070 +7%
AAM
58
Advisors Asset Management
Colorado
$704K +$76K +3,560 +13%
S
59
SimplyRich
California
$698K
US Bancorp
60
US Bancorp
Minnesota
$695K -$8.22K -385 -1%
SGA
61
Strategic Global Advisors
California
$604K -$297K -13,925 -49%
SAI
62
Systematic Alpha Investments
New Jersey
$552K
KCM
63
Kathmere Capital Management
Pennsylvania
$532K +$57.2K +2,680 +13%
Corient Private Wealth
64
Corient Private Wealth
Florida
$514K +$47.6K +2,230 +11%
Citigroup
65
Citigroup
New York
$501K +$20.9K +980 +5%
SFA
66
Sequoia Financial Advisors
Ohio
$495K +$20.4K +955 +4%
Creative Planning
67
Creative Planning
Kansas
$488K +$3.2K +150 +0.7%
MYIA
68
Mount Yale Investment Advisors
Colorado
$482K +$3.74K +175 +0.8%
YCM
69
Yousif Capital Management
Michigan
$462K
S
70
SignatureFD
Georgia
$456K -$961 -45 -0.2%
CG
71
Caprock Group
Idaho
$442K +$424K +19,855 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$419K +$178K +8,320 +79%
AWA
73
Aaron Wealth Advisors
Illinois
$407K +$19.2K +900 +5%
Ameriprise
74
Ameriprise
Minnesota
$388K -$214 -10 -0.1%
MCM
75
MAI Capital Management
Ohio
$387K -$12.2K -570 -3%

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.