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171 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$368K +$27.5K +1,290 +8%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$345K +$241K +11,310 +269%
PAS
78
Park Avenue Securities
New York
$344K +$27.5K +1,290 +9%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$334K -$85.4K -4,000 -21%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$330K +$33.4K +1,565 +12%
MML Investors Services
81
MML Investors Services
Massachusetts
$328K +$5.45K +255 +2%
LSAG
82
Lake Street Advisors Group
New Hampshire
$318K -$16.1K -755 -5%
CL
83
Choreo LLC
Illinois
$314K +$302K +14,155 New
Franklin Resources
84
Franklin Resources
California
$306K -$3.84K -180 -1%
HR
85
Hardy Reed
Mississippi
$299K +$287K +13,425 New
EI
86
Ethic Inc
New York
$296K -$183K -8,575 -39%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$294K -$170K -7,975 -38%
GT
88
Glenmede Trust
Pennsylvania
$294K +$282K +13,195 New
RCM
89
RNC Capital Management
California
$292K -$1.6K -75 -0.6%
FAFN
90
First Affirmative Financial Network
Colorado
$278K +$23.9K +1,120 +10%
HC
91
Henshaw Capital
Massachusetts
$274K
JP Morgan Chase
92
JP Morgan Chase
New York
$274K +$52.2K +2,445 +25%
CCA
93
Checchi Capital Advisers
California
$270K
QCG
94
Quadrant Capital Group
Ohio
$266K -$534 -25 -0.2%
P
95
Pitcairn
Pennsylvania
$260K +$28.2K +1,320 +13%
AFG
96
Atomi Financial Group
New York
$249K +$33.3K +1,560 +16%
UBS Group
97
UBS Group
Switzerland
$249K -$97.6K -4,570 -29%
JIC
98
Johnson Investment Counsel
Ohio
$240K -$85.4K -4,000 -27%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$237K +$227K +10,630 New
PP
100
PDS Planning
Ohio
$232K -$5.13K -240 -2%

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.