ORIX
121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 34
1% more capital invested
Capital invested by funds: $305M → $308M (+$2.64M)
0.11% more ownership
Funds ownership: 1.51% → 1.62% (+0.11%)
5% less funds holding
Funds holding: 127 → 121 (-6)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19M |
| 2 |
Morgan Stanley
New York
|
+$10M |
| 3 |
PAM
Paradigm Asset Management
New York
|
+$1.25M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$778K |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$599K |
Top Sellers
| 1 |
Jane Street
New York
|
-$4.99M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.1M |
| 3 |
BlackRock
New York
|
-$1.17M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.12M |
| 5 |
XC
XY Capital
Central,
Hong Kong
|
-$1.07M |
IX Hedge Fund Activity: Q1 2023 in Review
121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.
The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.
- 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
- Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
- 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
- The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
- The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.
Based on aggregated 13F filings for Q1 2023.