ORIX
128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
58% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 33
22% more capital invested
Capital invested by funds: $308M → $374M (+$66.8M)
6% more funds holding
Funds holding: 121 → 128 (+7)
0.04% more ownership
Funds ownership: 1.62% → 1.66% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$4M |
| 3 |
Morgan Stanley
New York
|
+$2.84M |
| 4 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$1.99M |
| 5 |
Millennium Management
New York
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$2.05M |
| 3 |
BlackRock
New York
|
-$1.3M |
| 4 |
CFM
Capricorn Fund Managers
London,
United Kingdom
|
-$934K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$537K |
IX Hedge Fund Activity: Q2 2023 in Review
128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2023, worth a combined $374M — up 22% from $308M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IX positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.
- 128 institutional investors held ORIX (IX) as of Q2 2023, up from 121 in Q1 2023.
- Funds reported $374M of ORIX stock for Q2 2023, up 22% quarter-over-quarter.
- 18 funds opened new ORIX positions in Q2 2023 and 11 closed out, a net change of +7 holders.
- The largest ORIX buyer in Q2 2023 was Bank of America, an estimated $16M added.
- The largest ORIX seller in Q2 2023 was Envestnet Asset Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2023.