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ORIX
IX

138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59% → 1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143 → 138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
Jane Street
Jane Street
New York
+$3.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.43M
4
TAM
Todd Asset Management
Kentucky
+$1.27M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.09M
2
PGAM
Princeton Global Asset Management
New Jersey
-$1.44M
3
Wells Fargo
Wells Fargo
California
-$743K
4
SGI
Summit Global Investments
Utah
-$565K
5
GC
Guggenheim Capital
Illinois
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$2K – – –
FHA
127
First Horizon Advisors
Tennessee
$2K +$636 +35 +27%
BCWM
128
Bartlett & Co Wealth Management
Ohio
$1.94K – – –
AA
129
Addison Advisors
Vermont
$1K – – –
BWM
130
Baystate Wealth Management
Massachusetts
$1K – – –
IFAM
131
Institutional & Family Asset Management
Colorado
$1K – – –
LWP
132
Laurel Wealth Planning
Minnesota
$1K – – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$1K +$182 +10 +13%
HI
134
Harbour Investments
Wisconsin
$1K +$999 +55 New
TPCW
135
TD Private Client Wealth
New York
$926 – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$239 -$24.2K -1,330 -9%
PGAM
137
Princeton Global Asset Management
New Jersey
– -$1.44M -71,875 Closed
EVM
138
Eaton Vance Management
Massachusetts
– -$383K -19,185 Closed
CGL
139
Clarius Group LLC
Washington
– -$235K -11,555 Closed
LPL Financial
140
LPL Financial
California
– -$229K -11,455 Closed
DWT
141
Dorsey & Whitney Trust
South Dakota
– -$223K -11,170 Closed
IC
142
Intersect Capital
California
– -$214K -10,725 Closed
BP
143
Ballentine Partners
Massachusetts
– -$205K -10,275 Closed
FGAM
144
Financial Gravity Asset Management
Texas
– -$2.29K -9,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$60K -3,000 Closed
MA
146
MUFG Americas
New York
– -$11K -555 Closed
GAM
147
Gemmer Asset Management
California
– -$4K -215 Closed
T
148
TCWP
Ohio
– -$3K -200 Closed
FAG
149
Fortitude Advisory Group
Washington
– -$3K -160 Closed
JWM
150
Janiczek Wealth Management
Colorado
– -$2K -85 Closed
3 4 5
6
7

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.