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138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59%1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
101
Private Capital Group
Connecticut
$18K -$10.4K -575 -35%
Bessemer Group
102
Bessemer Group
New Jersey
$17K -$55.8K -3,070 -75%
EW
103
Evoke Wealth
California
$17K +$182 +10 +1%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$2.73K -150 -14%
PB
105
Pinnacle Bancorp
Nebraska
$13K
BTI
106
Blue Trust Inc
Georgia
$12K +$10.9K +600 New
FMP
107
Financial Management Professionals
Texas
$11K -$818 -45 -7%
AP
108
Arlington Partners
Alabama
$11K
CWP
109
Concord Wealth Partners
Virginia
$8K -$163K -8,960 -95%
Macquarie Group
110
Macquarie Group
Australia
$8K +$909 +50 +11%
VVP
111
Venture Visionary Partners
Ohio
$7.57K +$8.18K +450 New
SPIA
112
Steward Partners Investment Advisory
New York
$6K
ACA
113
Atlas Capital Advisors
Wyoming
$5.22K +$5.63K +310 New
CCA
114
Column Capital Advisors
Indiana
$5K
GRP
115
Global Retirement Partners
California
$5K +$273 +15 +6%
BIA
116
Bell Investment Advisors
California
$5K +$5K +275 New
FMTCOCP
117
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5.27K +290 New
AF
118
Allworth Financial
California
$5K +$5.36K +295 New
ETI
119
Enterprise Trust & Investment
California
$5K +$5.63K +310 New
FPS
120
Fieldpoint Private Securities
Connecticut
$4K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$4K +$3.82K +210 New
ANBT
122
American National Bank & Trust
Texas
$3K
AF
123
Advisornet Financial
Minnesota
$3K +$2K +110 +200%
TWP
124
TFO Wealth Partners
Ohio
$3K +$3.54K +195 New
BC
125
Bartlett & Co
Ohio
$2K

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.