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ORIX
IX

123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55% → 1.52% (-0.03%)

11% less funds holding

Funds holding: 138 → 123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
33
Reduced
49
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.81M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.38M
3
American Century Companies
American Century Companies
Missouri
+$641K
4
Mariner
Mariner
Kansas
+$517K
5
PFO
Pathstone Family Office
New Jersey
+$383K

Top Sellers

1
TAM
Todd Asset Management
Kentucky
-$5.71M
2
Morgan Stanley
Morgan Stanley
New York
-$5.59M
3
Jane Street
Jane Street
New York
-$2.69M
4
BlackRock
BlackRock
New York
-$2.29M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$7K -$490 -30 -6%
EW
102
Evoke Wealth
California
$5K -$11.3K -690 -67%
SPIA
103
Steward Partners Investment Advisory
New York
$5K – – –
GRP
104
Global Retirement Partners
California
$5K +$898 +55 +19%
CCA
105
Column Capital Advisors
Indiana
$4K – – –
AF
106
Allworth Financial
California
$3K -$1.8K -110 -37%
BIA
107
Bell Investment Advisors
California
$3K -$572 -35 -13%
ANBT
108
American National Bank & Trust
Texas
$3K – – –
CAC
109
Core Alternative Capital
Georgia
$3K +$3.35K +205 New
CB
110
Community Bank
New York
$3K +$3.43K +210 New
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K +$3.67K +225 New
AF
112
Advisornet Financial
Minnesota
$2K – – –
BC
113
Bartlett & Co
Ohio
$2K – – –
CFD
114
Creative Financial Designs
Indiana
$2K – – –
FHA
115
First Horizon Advisors
Tennessee
$2K – – –
BCWM
116
Bartlett & Co Wealth Management
Ohio
$1.66K – – –
AA
117
Addison Advisors
Vermont
$1K – – –
BWM
118
Baystate Wealth Management
Massachusetts
$1K – – –
HI
119
Harbour Investments
Wisconsin
$1K – – –
IFAM
120
Institutional & Family Asset Management
Colorado
$1K – – –
M
121
MOTCO
Texas
$1K +$817 +50 New
ADL
122
Asset Dedication LLC
California
$1K +$1.63K +100 New
TPCW
123
TD Private Client Wealth
New York
$777 – – –
Citadel Advisors
124
Citadel Advisors
Florida
– -$1.63M -96,920 Closed
HF
125
HRT Financial
New York
– -$364K -21,630 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.