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ORIX
IX

133 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

42% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 36

11% more funds holding

Funds holding: 120 → 133 (+13)

10% more capital invested

Capital invested by funds: $331M → $365M (+$33.5M)

0.02% less ownership

Funds ownership: 1.52% → 1.5% (-0.02%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
51
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.27M
5
BFM
Boothbay Fund Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.29M
2
PPA
Parametric Portfolio Associates
Washington
-$5.19M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
Comerica Bank
Comerica Bank
Texas
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
126
Baystate Wealth Management
Massachusetts
$1K – – –
IFAM
127
Institutional & Family Asset Management
Colorado
$1K – – –
GKWIM
128
Gerber Kawasaki Wealth & Investment Management
California
$1K +$92 +5 New
JWM
129
Janiczek Wealth Management
Colorado
$1K +$920 +50 New
CS
130
Candriam SCA
Luxembourg
$1K +$1.01K +55 New
CFA
131
Carroll Financial Associates
North Carolina
$1K +$1.01K +55 New
LWP
132
Laurel Wealth Planning
Minnesota
$1K +$1.29K +70 New
William Blair & Company
133
William Blair & Company
Illinois
– -$444K -26,220 Closed
LSAG
134
Lake Street Advisors Group
New Hampshire
– -$292K -15,440 Closed
BP
135
Ballentine Partners
Massachusetts
– -$209K -12,335 Closed
Deutsche Bank
136
Deutsche Bank
Germany
– -$67K -3,955 Closed
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
– -$35K -2,085 Closed
LWCFA
138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$8K -500 Closed
M
139
MOTCO
Texas
– -$2K -120 Closed
LWM
140
Liberty Wealth Management
California
– -$1.56K -85 -89%
BC
141
Bartlett & Co
Ohio
– -$1K -60 Closed
BCWM
142
Bartlett & Co Wealth Management
Ohio
– -$1.02K -60 Closed
2 3 4 5
6

IX Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2021, worth a combined $365M — up 10% from $331M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 9 closed out — a net gain of 15 holders — while 51 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.17M. The largest seller was Northern Trust, cutting an estimated $6.29M.

  • 133 institutional investors held ORIX (IX) as of Q3 2021, up from 120 in Q2 2021.
  • Funds reported $365M of ORIX stock for Q3 2021, up 10% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q3 2021 and 9 closed out, a net change of +15 holders.
  • The largest ORIX buyer in Q3 2021 was Fidelity Investments, an estimated $3.17M added.
  • The largest ORIX seller in Q3 2021 was Northern Trust, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2021.