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123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55%1.52% (-0.03%)

11% less funds holding

Funds holding: 138123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
49
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$161K
Osaic Holdings
77
Osaic Holdings
Arizona
$154K +$8.98K +550 +5%
AAM
78
Advisors Asset Management
Colorado
$134K -$14.9K -915 -9%
LC
79
Lindbrook Capital
California
$75K +$1.06K +65 +1%
HWMA
80
Heritage Wealth Management (Arizona)
Arizona
$66K +$490 +30 +0.6%
IA
81
IFP Advisors
Florida
$47K -$11.8K -720 -28%
TRCT
82
Tower Research Capital (TRC)
New York
$47K +$19.8K +1,210 +57%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$43K +$14.3K +875 +40%
CGA
84
Channing Global Advisors
Florida
$38K
HNB
85
Huntington National Bank
Ohio
$31K -$74.2K -4,545 -67%
ZB
86
Zions Bancorporation
Utah
$29K -$4.41K -270 -12%
ACM
87
Aquatic Capital Management
Illinois
$28K +$32.7K +2,000 New
BTI
88
Blue Trust Inc
Georgia
$26K +$15.5K +950 +158%
Bessemer Group
89
Bessemer Group
New Jersey
$23K +$9.64K +590 +57%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$22K +$6.12K +375 +32%
PAM
91
Paradigm Asset Management
New York
$21.2K +$24.5K +1,500 New
EWA
92
EverSource Wealth Advisors
Alabama
$20K +$4.17K +255 +22%
UB
93
UMB Bank
Missouri
$19K -$3.76K -230 -15%
SFO
94
Standard Family Office
South Dakota
$16K +$18.1K +1,110 New
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$15K -$17.6K -1,075 -50%
GWS
96
Glassman Wealth Services
Virginia
$15K -$1.55K -95 -8%
PB
97
Pinnacle Bancorp
Nebraska
$9K -$2.21K -135 -17%
AP
98
Arlington Partners
Alabama
$9K
BBHC
99
Brown Brothers Harriman & Co
New York
$8K +$8.82K +540 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$7.14K +$8.25K +505 New

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.