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ORIX
IX

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $305M → $308M (+$2.64M)

0.11% more ownership

Funds ownership: 1.51% → 1.62% (+0.11%)

5% less funds holding

Funds holding: 127 → 121 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
PAM
Paradigm Asset Management
New York
+$1.25M
4
OPS
Orion Portfolio Solutions
Nebraska
+$778K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$599K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
3
BlackRock
BlackRock
New York
-$1.17M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.12M
5
XC
XY Capital
Hong Kong
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
– -$395K -24,500 Closed
PFO
127
Pathstone Family Office
New Jersey
– -$390K -24,225 Closed
RJA
128
Raymond James & Associates
Florida
– -$297K -18,465 Closed
FIM
129
Freedom Investment Management
Connecticut
– -$261K -16,200 Closed
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
– -$35K -2,235 Closed
OWA
131
One Wealth Advisors
California
– -$25.4K -1,575 Closed
Bessemer Group
132
Bessemer Group
New Jersey
– -$17K -1,035 Closed
WTC
133
WhitTier Trust Company
Nevada
– -$11K -685 Closed
NA
134
NewEdge Advisors
Louisiana
– -$10.2K -635 Closed
FGAM
135
Financial Gravity Asset Management
Texas
– -$1.71K -405 Closed
MCC
136
Money Concepts Capital
Florida
– -$3.54K -220 Closed
BFEC
137
Benjamin F. Edwards & Company
Missouri
– -$2K -105 Closed
CS
138
Comerica Securities
Michigan
– -$966 -60 Closed
HI
139
Harbour Investments
Wisconsin
– -$886 -55 Closed
M
140
MOTCO
Texas
– -$805 -50 Closed
2 3 4 5
6

IX Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.

  • 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
  • The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.