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138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59%1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
76
Old National Bancorp
Indiana
$236K -$2.18K -120 -0.8%
CCP
77
Corient Capital Partners
California
$210K -$15.7K -865 -6%
JIC
78
Johnson Investment Counsel
Ohio
$206K
PA
79
Parallel Advisors
California
$206K +$545 +30 +0.2%
CCA
80
Checchi Capital Advisers
California
$206K +$4.63K +255 +2%
SFA
81
Sequoia Financial Advisors
Ohio
$206K +$33.4K +1,840 +18%
Franklin Resources
82
Franklin Resources
California
$202K -$8.63K -475 -4%
BWP
83
Baldwin Wealth Partners
Massachusetts
$191K -$7.54K -415 -4%
AAM
84
Advisors Asset Management
Colorado
$175K -$50.5K -2,780 -21%
Osaic Holdings
85
Osaic Holdings
Arizona
$172K +$4.63K +255 +3%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$121K
HNB
87
Huntington National Bank
Ohio
$114K -$18.5K -1,020 -13%
LC
88
Lindbrook Capital
California
$88K +$5.18K +285 +6%
HWMA
89
Heritage Wealth Management (Arizona)
Arizona
$78.5K +$1.18K +65 +1%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$77K +$7.81K +430 +10%
IA
91
IFP Advisors
Florida
$59K
CGA
92
Channing Global Advisors
Florida
$45K -$169K -9,325 -78%
ZB
93
Zions Bancorporation
Utah
$39K +$273 +15 +0.7%
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$36K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$36K +$3.54K +195 +10%
TRCT
96
Tower Research Capital (TRC)
New York
$35K +$38.2K +2,105 New
UB
97
UMB Bank
Missouri
$26K -$3.91K -215 -12%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$20K -$15.1K -830 -41%
GWS
99
Glassman Wealth Services
Virginia
$19K -$5.54K -305 -21%
EWA
100
EverSource Wealth Advisors
Alabama
$19K

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.