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147 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

15% more capital invested

Capital invested by funds: $365M → $421M (+$56.3M)

11% more funds holding

Funds holding: 133147 (+14)

0.26% more ownership

Funds ownership: 1.5%1.76% (+0.26%)

Holders
147
Holders Change
+14
Holders Change %
+10.53%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
101
Graves Light Lenhart Wealth
Virginia
$49K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$47K +$6.57K +330 +17%
ZB
103
Zions Bancorporation
Utah
$44K +$2.69K +135 +7%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$42K
QT
105
Quantbot Technologies
New York
$40K +$39.8K +2,000 New
PCG
106
Private Capital Group
Connecticut
$36K +$1.29K +65 +4%
UB
107
UMB Bank
Missouri
$36K +$35K +1,760 New
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$33K +$14.7K +740 +80%
GWS
109
Glassman Wealth Services
Virginia
$29K +$7.37K +370 +36%
AF
110
Advisornet Financial
Minnesota
$27K +$1.09K +55 +4%
SPIA
111
Steward Partners Investment Advisory
New York
$26K
EWA
112
EverSource Wealth Advisors
Alabama
$24K +$22.7K +1,140 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$24K +$23.9K +1,200 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$23K
EW
115
Evoke Wealth
California
$21K
FMII
116
Farmers & Merchants Investments Inc
Nebraska
$21K +$1.59K +80 +8%
AP
117
Arlington Partners
Alabama
$18K +$17.8K +895 New
LWA
118
Lenox Wealth Advisors
New York
$15K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$13K -$2.89K -145 -19%
MA
120
MUFG Americas
New York
$13K
PB
121
Pinnacle Bancorp
Nebraska
$13K
TRCT
122
Tower Research Capital (TRC)
New York
$12K +$11.7K +590 New
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$11.8K +$11.5K +580 New
MCM
124
Manchester Capital Management
Vermont
$10K +$4.08K +205 +77%
TPCW
125
TD Private Client Wealth
New York
$6.21K