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ORIX
IX

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.17% less ownership

Funds ownership: 1.76% → 1.59% (-0.17%)

5% less capital invested

Capital invested by funds: $421M → $401M (-$20.5M)

3% less funds holding

Funds holding: 147 → 143 (-4)

Holders
143
Holders Change
-4
Holders Change %
-2.72%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$5.88M
2
Wells Fargo
Wells Fargo
California
+$5.04M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.74M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.38M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$11.9M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
-$10.7M
3
SI
Scout Investments
Missouri
-$4.29M
4
N
Nuveen
North Carolina
-$4.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
126
TCWP
Ohio
$3K +$4.09K +200 New
BCWM
127
Bartlett & Co Wealth Management
Ohio
$2.34K +$2.35K +115 New
FGAM
128
Financial Gravity Asset Management
Texas
$2.29K +$184K +9,000 New
JWM
129
Janiczek Wealth Management
Colorado
$2K – – –
BC
130
Bartlett & Co
Ohio
$2K +$2.35K +115 New
APA
131
American Portfolios Advisors
New York
$1.5K – – –
TPCW
132
TD Private Client Wealth
New York
$1.1K -$5.11K -250 -82%
AF
133
Advisornet Financial
Minnesota
$1K -$26.1K -1,275 -96%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1K -$10.8K -530 -88%
AA
135
Addison Advisors
Vermont
$1K – – –
BWM
136
Baystate Wealth Management
Massachusetts
$1K – – –
IFAM
137
Institutional & Family Asset Management
Colorado
$1K – – –
LWP
138
Laurel Wealth Planning
Minnesota
$1K – – –
CS
139
Candriam SCA
Luxembourg
$1K +$1.33K +65 New
GWM
140
Geneos Wealth Management
Colorado
$1K +$1.33K +65 New
Macquarie Group
141
Macquarie Group
Australia
$9 +$9.2K +450 New
OCAM
142
Onex Canada Asset Management
Ontario, Canada
– -$10.7M -2,620,405 Closed
SI
143
Scout Investments
Missouri
– -$4.29M -210,870 Closed
N
144
Nuveen
North Carolina
– -$4.22M -207,465 Closed
Stifel Financial
145
Stifel Financial
Missouri
– -$1.09M -53,780 Closed
Geode Capital Management
146
Geode Capital Management
Massachusetts
– -$1.04M -50,985 Closed
CW
147
Connectus Wealth
Ohio
– -$314K -15,445 Closed
HF
148
HRT Financial
New York
– -$298K -14,645 Closed
Cerity Partners
149
Cerity Partners
New York
– -$262K -12,800 Closed
SW
150
SVB Wealth
Massachusetts
– -$242K -11,925 Closed
3 4 5
6
7

IX Hedge Fund Activity: Q1 2022 in Review

143 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2022, worth a combined $401M — down 4.9% from $421M a quarter earlier.

Fund positioning in IX was balanced in Q1 2022: 20 funds opened new positions, 20 closed out, 58 added to existing stakes and 43 trimmed.

The largest buyer was Todd Asset Management, adding an estimated $5.88M. The largest seller was Crossmark Global Holdings, cutting an estimated $11.9M.

  • 143 institutional investors held ORIX (IX) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $401M of ORIX stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 20 funds opened new ORIX positions in Q1 2022 and 20 closed out, a net change of 0 holders.
  • The largest ORIX buyer in Q1 2022 was Todd Asset Management, an estimated $5.88M added.
  • The largest ORIX seller in Q1 2022 was Crossmark Global Holdings, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.