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ORIX
IX

128 hedge funds and large institutions have $374M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

22% more capital invested

Capital invested by funds: $308M → $374M (+$66.8M)

6% more funds holding

Funds holding: 121 → 128 (+7)

0.04% more ownership

Funds ownership: 1.62% → 1.66% (+0.04%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
52
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16M
2
TAM
Todd Asset Management
Kentucky
+$4M
3
Morgan Stanley
Morgan Stanley
New York
+$2.84M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$1.99M
5
Millennium Management
Millennium Management
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.2M
2
State Street
State Street
Massachusetts
-$2.05M
3
BlackRock
BlackRock
New York
-$1.3M
4
CFM
Capricorn Fund Managers
United Kingdom
-$934K
5
US Bancorp
US Bancorp
Minnesota
-$537K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$16K -$34.1K -1,970 -66%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$13.5K – – –
FMP
103
Financial Management Professionals
Texas
$12K -$26.7K -1,540 -70%
BBHC
104
Brown Brothers Harriman & Co
New York
$9.12K +$8.66K +500 New
RFG
105
RFP Financial Group
Georgia
$8.03K – – –
Bessemer Group
106
Bessemer Group
New Jersey
$8K +$7.8K +450 New
PB
107
Pinnacle Bancorp
Nebraska
$7.75K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$6.75K – – –
CCA
109
Column Capital Advisors
Indiana
$5.75K – – –
BF
110
BOK Financial
Oklahoma
$3.65K -$13.5K -780 -80%
GRP
111
Global Retirement Partners
California
$3.65K – – –
FHA
112
First Horizon Advisors
Tennessee
$3.01K – – –
BIA
113
Bell Investment Advisors
California
$2.65K – – –
CFD
114
Creative Financial Designs
Indiana
$2.46K – – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.1K – – –
BC
116
Bartlett & Co
Ohio
$2K – – –
GKIM
117
GW&K Investment Management
Massachusetts
$2K +$1.99K +115 New
M
118
MOTCO
Texas
$1.64K +$1.56K +90 New
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$1.37K +$1.3K +75 New
CFO
120
CVA Family Office
Colorado
$1.09K +$1.04K +60 New
TPCW
121
TD Private Client Wealth
New York
$1K – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$912 -$953 -55 -52%
AWM
123
Abound Wealth Management
Tennessee
$821 +$780 +45 New
IA
124
IFP Advisors
Florida
$730 +$260 +15 +60%
BWM
125
Baystate Wealth Management
Massachusetts
$692 – – –
2 3 4
5
6

IX Hedge Fund Activity: Q2 2023 in Review

128 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2023, worth a combined $374M — up 22% from $308M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IX positions and 11 closed out — a net gain of 7 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 128 institutional investors held ORIX (IX) as of Q2 2023, up from 121 in Q1 2023.
  • Funds reported $374M of ORIX stock for Q2 2023, up 22% quarter-over-quarter.
  • 18 funds opened new ORIX positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q2 2023 was Bank of America, an estimated $16M added.
  • The largest ORIX seller in Q2 2023 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.