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ORIX
IX

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.17% less ownership

Funds ownership: 1.76% → 1.59% (-0.17%)

5% less capital invested

Capital invested by funds: $421M → $401M (-$20.5M)

3% less funds holding

Funds holding: 147 → 143 (-4)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$5.88M
2
Wells Fargo
Wells Fargo
California
+$5.04M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.74M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.38M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$11.9M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
-$10.7M
3
SI
Scout Investments
Missouri
-$4.29M
4
N
Nuveen
North Carolina
-$4.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$59K +$51.6K +2,525 +10,100%
ZB
102
Zions Bancorporation
Utah
$46K +$2.45K +120 +5%
FMII
103
Farmers & Merchants Investments Inc
Nebraska
$43K +$22.5K +1,100 +105%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$40K +$16.8K +820 +68%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$39K +$7.05K +345 +21%
UB
106
UMB Bank
Missouri
$35K – – –
PCG
107
Private Capital Group
Connecticut
$33K -$2.66K -130 -7%
GWS
108
Glassman Wealth Services
Virginia
$29K +$817 +40 +3%
EWA
109
EverSource Wealth Advisors
Alabama
$22K – – –
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –
EW
111
Evoke Wealth
California
$20K – – –
PB
112
Pinnacle Bancorp
Nebraska
$16K +$2.66K +130 +20%
AP
113
Arlington Partners
Alabama
$13K -$4.8K -235 -26%
LWA
114
Lenox Wealth Advisors
New York
$13K – – –
FMP
115
Financial Management Professionals
Texas
$13K +$8.89K +435 +185%
MA
116
MUFG Americas
New York
$11K -$1.74K -85 -13%
SPIA
117
Steward Partners Investment Advisory
New York
$7K -$19K -930 -72%
CCA
118
Column Capital Advisors
Indiana
$6K – – –
GRP
119
Global Retirement Partners
California
$5K -$204 -10 -4%
FPS
120
Fieldpoint Private Securities
Connecticut
$5K – – –
GAM
121
Gemmer Asset Management
California
$4K – – –
ANBT
122
American National Bank & Trust
Texas
$4K +$3.88K +190 New
FHA
123
First Horizon Advisors
Tennessee
$3K -$1.33K -65 -33%
CFD
124
Creative Financial Designs
Indiana
$3K – – –
FAG
125
Fortitude Advisory Group
Washington
$3K – – –
3 4
5
6 7

IX Hedge Fund Activity: Q1 2022 in Review

143 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2022, worth a combined $401M — down 4.9% from $421M a quarter earlier.

Fund positioning in IX was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 58 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $5.88M. The largest seller was Crossmark Global Holdings, cutting an estimated $11.9M.

  • 143 institutional investors held ORIX (IX) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $401M of ORIX stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 20 funds opened new ORIX positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q1 2022 was Todd Asset Management, an estimated $5.88M added.
  • The largest ORIX seller in Q1 2022 was Crossmark Global Holdings, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.