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147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

15% more capital invested

Capital invested by funds: $365M → $421M (+$56.3M)

11% more funds holding

Funds holding: 133147 (+14)

0.26% more ownership

Funds ownership: 1.5%1.76% (+0.26%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$300K -$2.79K -140 -0.9%
HF
77
HRT Financial
New York
$298K +$292K +14,645 New
AAM
78
Advisors Asset Management
Colorado
$295K +$16.5K +830 +6%
BWP
79
Baldwin Wealth Partners
Massachusetts
$283K -$2.29K -115 -0.8%
Cerity Partners
80
Cerity Partners
New York
$262K +$255K +12,800 New
CCP
81
Corient Capital Partners
California
$260K -$4.88K -245 -2%
JIC
82
Johnson Investment Counsel
Ohio
$249K
SW
83
SVB Wealth
Massachusetts
$242K -$1.53M -77,060 -87%
CWP
84
Concord Wealth Partners
Virginia
$238K +$188K +9,425 +419%
CCA
85
Checchi Capital Advisers
California
$236K +$6.97K +350 +3%
FCI
86
Financial Counselors Inc
Kansas
$235K
CGL
87
Clarius Group LLC
Washington
$235K +$230K +11,555 New
Franklin Resources
88
Franklin Resources
California
$234K -$19K -955 -8%
DWT
89
Dorsey & Whitney Trust
South Dakota
$227K +$5.08K +255 +2%
ONB
90
Old National Bancorp
Indiana
$214K +$209K +10,520 New
BP
91
Ballentine Partners
Massachusetts
$210K +$205K +10,275 New
Millennium Management
92
Millennium Management
New York
$204K +$199K +10,020 New
CCA
93
Cottonwood Capital Advisors
Utah
$204K +$200K +10,035 New
P
94
Palladiem
Pennsylvania
$201K +$197K +9,895 New
Osaic Holdings
95
Osaic Holdings
Arizona
$199K +$47.4K +2,380 +32%
ERSOT
96
Employees Retirement System of Texas
Texas
$196K +$62.5K +3,140 +48%
HNB
97
Huntington National Bank
Ohio
$150K +$8.56K +430 +6%
Bessemer Group
98
Bessemer Group
New Jersey
$112K +$26.7K +1,340 +32%
JP Morgan Chase
99
JP Morgan Chase
New York
$108K +$1.79K +90 +2%
LC
100
Lindbrook Capital
California
$106K -$1.19K -60 -1%