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ORIX
IX

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

11% more funds holding

Funds holding: 120 → 133 (+13)

10% more capital invested

Capital invested by funds: $331M → $365M (+$33.5M)

0.02% less ownership

Funds ownership: 1.52% → 1.5% (-0.02%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.27M
5
BFM
Boothbay Fund Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.29M
2
PPA
Parametric Portfolio Associates
Washington
-$5.19M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
Comerica Bank
Comerica Bank
Texas
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
101
Farmers & Merchants Investments Inc
Nebraska
$18K +$9.94K +540 +126%
BCA
102
Berman Capital Advisors
Georgia
$16K +$1.01K +55 +7%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$16K +$9.57K +520 +128%
LWA
104
Lenox Wealth Advisors
New York
$14K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
DOA
106
D'Orazio & Associates
Virginia
$13K +$12.9K +700 New
PB
107
Pinnacle Bancorp
Nebraska
$12K +$5.8K +315 +94%
MA
108
MUFG Americas
New York
$12K +$11.8K +640 New
BIA
109
Bell Investment Advisors
California
$10K +$9.94K +540 New
SSC
110
Syverson Strege & Co
Iowa
$10K +$10.1K +550 New
HI
111
Harbour Investments
Wisconsin
$8K +$3.04K +165 +60%
CCA
112
Column Capital Advisors
Indiana
$6K – – –
EBA
113
Eagle Bay Advisors
New York
$6K +$6.63K +360 New
TPCW
114
TD Private Client Wealth
New York
$5.77K -$21.4K -1,165 -79%
FPS
115
Fieldpoint Private Securities
Connecticut
$5K – – –
MCM
116
Manchester Capital Management
Vermont
$5K – – –
GRP
117
Global Retirement Partners
California
$5K +$5.15K +280 New
Barclays
118
Barclays
United Kingdom
$4K – – –
GAM
119
Gemmer Asset Management
California
$4K – – –
CFD
120
Creative Financial Designs
Indiana
$3K – – –
FMP
121
Financial Management Professionals
Texas
$3K – – –
FHA
122
First Horizon Advisors
Tennessee
$2K -$92 -5 -4%
VCM
123
Vigilant Capital Management
Maine
$2K +$1.47K +80 New
APA
124
American Portfolios Advisors
New York
$1.42K +$1.38K +75 New
AA
125
Addison Advisors
Vermont
$1K – – –
2 3 4
5
6

IX Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2021, worth a combined $365M — up 10% from $331M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 9 closed out — a net gain of 15 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.17M. The largest seller was Northern Trust, cutting an estimated $6.29M.

  • 133 institutional investors held ORIX (IX) as of Q3 2021, up from 120 in Q2 2021.
  • Funds reported $365M of ORIX stock for Q3 2021, up 10% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q3 2021 and 9 closed out, a net change of +15 holders.
  • The largest ORIX buyer in Q3 2021 was Fidelity Investments, an estimated $3.17M added.
  • The largest ORIX seller in Q3 2021 was Northern Trust, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2021.