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ORIX
IX

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $305M → $308M (+$2.64M)

0.11% more ownership

Funds ownership: 1.51% → 1.62% (+0.11%)

5% less funds holding

Funds holding: 127 → 121 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
PAM
Paradigm Asset Management
New York
+$1.25M
4
OPS
Orion Portfolio Solutions
Nebraska
+$778K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$599K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
3
BlackRock
BlackRock
New York
-$1.17M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.12M
5
XC
XY Capital
Hong Kong
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$6.81K +$5.23K +305 +277%
SPIA
102
Steward Partners Investment Advisory
New York
$6.07K – – –
CCA
103
Column Capital Advisors
Indiana
$5.17K – – –
GRP
104
Global Retirement Partners
California
$3.34K -$1.97K -115 -37%
FHA
105
First Horizon Advisors
Tennessee
$2.71K – – –
BIA
106
Bell Investment Advisors
California
$2.38K -$428 -25 -15%
CFD
107
Creative Financial Designs
Indiana
$2.22K – – –
ASN
108
Advisory Services Network
Georgia
$2.22K +$343 +20 +17%
ADL
109
Asset Dedication LLC
California
$2K – – –
BC
110
Bartlett & Co
Ohio
$2K – – –
BCWM
111
Bartlett & Co Wealth Management
Ohio
$1.92K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$1.72K +$1.46K +85 +425%
BAAM
113
Baker Avenue Asset Management
California
$1.63K +$1.71K +100 New
AA
114
Addison Advisors
Vermont
$903 – – –
TPCW
115
TD Private Client Wealth
New York
$903 – – –
AAS
116
Ameritas Advisory Services
Nebraska
$856 +$857 +50 New
BWM
117
Baystate Wealth Management
Massachusetts
$614 – – –
IFAM
118
Institutional & Family Asset Management
Colorado
$613 – – –
IA
119
IFP Advisors
Florida
$418 -$26.8K -1,565 -98%
FFA
120
Farther Finance Advisors
California
$328 – – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$328 +$343 +20 New
Jane Street
122
Jane Street
New York
– -$4.99M -309,640 Closed
XC
123
XY Capital
Hong Kong
– -$1.07M -66,260 Closed
EAM
124
Eagle Asset Management
Florida
– -$475K -29,340 Closed
Millennium Management
125
Millennium Management
New York
– -$415K -25,760 Closed
2 3 4
5
6

IX Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.

  • 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
  • The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.