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123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55%1.52% (-0.03%)

11% less funds holding

Funds holding: 138123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
49
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
126
Millennium Management
New York
-$364K -21,600 Closed
WFI
127
West Family Investments
California
-$288K -17,115 Closed
QI
128
Qtron Investments
Massachusetts
-$242K -14,355 Closed
FCI
129
Financial Counselors Inc
Kansas
-$239K -14,190 Closed
ONB
130
Old National Bancorp
Indiana
-$236K -14,000 Closed
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
-$239 -13,640 Closed
SFA
132
Sequoia Financial Advisors
Ohio
-$206K -12,255 Closed
JIC
133
Johnson Investment Counsel
Ohio
-$206K -12,250 Closed
Franklin Resources
134
Franklin Resources
California
-$202K -11,950 Closed
CCA
135
Checchi Capital Advisers
California
-$206K -11,600 Closed
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
-$121K -7,185 Closed
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
-$77K -4,595 Closed
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
-$16K -960 Closed
FMP
139
Financial Management Professionals
Texas
-$11K -625 Closed
CWP
140
Concord Wealth Partners
Virginia
-$8K -460 Closed
VVP
141
Venture Visionary Partners
Ohio
-$7.57K -450 Closed
ACA
142
Atlas Capital Advisors
Wyoming
-$5.22K -310 Closed
FMTCOCP
143
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$5K -290 Closed
BFEC
144
Benjamin F. Edwards & Company
Missouri
-$4K -210 Closed
TWP
145
TFO Wealth Partners
Ohio
-$3K -195 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$1K -85 Closed
LWP
147
Laurel Wealth Planning
Minnesota
-$1K -70 Closed

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.