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ORIX
IX

120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

1% more capital invested

Capital invested by funds: $329M → $331M (+$2.29M)

0.01% more ownership

Funds ownership: 1.51% → 1.52% (+0.01%)

4% less funds holding

Funds holding: 125 → 120 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
53
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$9.83M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.6M
3
PPA
Parametric Portfolio Associates
Washington
+$2.76M
4
BCAM
Boston Common Asset Management
Massachusetts
+$1.28M
5
Stifel Financial
Stifel Financial
Missouri
+$858K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.76M
2
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$3.41M
3
Northern Trust
Northern Trust
Illinois
-$3.37M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
CCA
102
Column Capital Advisors
Indiana
$6K – – –
PB
103
Pinnacle Bancorp
Nebraska
$6K – – –
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$6K +$1.02K +60 +17%
FPS
105
Fieldpoint Private Securities
Connecticut
$5K – – –
HI
106
Harbour Investments
Wisconsin
$5K +$4.69K +275 New
GAM
107
Gemmer Asset Management
California
$4K – – –
MCM
108
Manchester Capital Management
Vermont
$4K +$4.52K +265 New
Barclays
109
Barclays
United Kingdom
$3K – – –
FMP
110
Financial Management Professionals
Texas
$3K – – –
CFD
111
Creative Financial Designs
Indiana
$2K – – –
M
112
MOTCO
Texas
$2K – – –
LWM
113
Liberty Wealth Management
California
$2K +$341 +20 +27%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$1.02K – – –
BC
115
Bartlett & Co
Ohio
$1K – – –
BWM
116
Baystate Wealth Management
Massachusetts
$1K – – –
FHA
117
First Horizon Advisors
Tennessee
$1K – – –
IFAM
118
Institutional & Family Asset Management
Colorado
$1K – – –
AA
119
Addison Advisors
Vermont
$1K +$939 +55 New
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
– -$3.1M -182,500 Closed
ONB
121
Old National Bancorp
Indiana
– -$274K -16,170 Closed
Creative Planning
122
Creative Planning
Kansas
– -$261K -15,365 Closed
MWNA
123
Marshall Wace North America
New York
– -$246K -14,465 Closed
FCI
124
Financial Counselors Inc
Kansas
– -$244K -14,370 Closed
SFO
125
Standard Family Office
South Dakota
– -$34K -2,010 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q2 2021 in Review

120 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2021, worth a combined $331M — up 0.7% from $329M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 53 added.

The largest buyer was Crossmark Global Holdings, adding an estimated $9.83M. The largest seller was Wells Fargo, cutting an estimated $3.76M.

  • 120 institutional investors held ORIX (IX) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $331M of ORIX stock for Q2 2021, up 0.7% quarter-over-quarter.
  • 9 funds opened new ORIX positions in Q2 2021 and 14 closed out, a net change of -5 holders.
  • The largest ORIX buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.83M added.
  • The largest ORIX seller in Q2 2021 was Wells Fargo, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2021.