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ORIX
IX

135 hedge funds and large institutions have $397M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $374M → $397M (+$22.1M)

5% more funds holding

Funds holding: 128 → 135 (+7)

0.05% more ownership

Funds ownership: 1.66% → 1.71% (+0.05%)

Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$18.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$4.43M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.65M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$950K
5
Charles Schwab
Charles Schwab
California
+$464K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
3
BlackRock
BlackRock
New York
-$1.89M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
Marshall Wace
Marshall Wace
United Kingdom
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$1.59K -$1.5K -80 -48%
PCTC
127
Perkins Coie Trust Company
Washington
$1.59K +$1.59K +85 New
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
$1.41K – – –
TPCW
129
TD Private Client Wealth
New York
$1.03K – – –
AWM
130
Abound Wealth Management
Tennessee
$845 – – –
BCM
131
Bourgeon Capital Management
Connecticut
$752 +$747 +40 New
BWM
132
Baystate Wealth Management
Massachusetts
$712 – – –
IFAM
133
Institutional & Family Asset Management
Colorado
$711 – – –
BWL
134
Bogart Wealth LLC
Virginia
$376 +$374 +20 New
CPG
135
Cornerstone Planning Group
New Jersey
$282 +$280 +15 New
Millennium Management
136
Millennium Management
New York
– -$1.49M -81,535 Closed
Marshall Wace
137
Marshall Wace
United Kingdom
– -$500K -27,405 Closed
VIA
138
Vident Investment Advisory
Georgia
– -$400K -22,280 Closed
ACM
139
Aquatic Capital Management
Illinois
– -$55K -3,000 Closed
FGAM
140
Financial Gravity Asset Management
Texas
– -$182 -455 Closed
Bessemer Group
141
Bessemer Group
New Jersey
– -$8K -450 Closed
M
142
MOTCO
Texas
– -$1.64K -90 Closed
CFO
143
CVA Family Office
Colorado
– -$1.09K -60 Closed
2 3 4 5
6

IX Hedge Fund Activity: Q3 2023 in Review

135 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2023, worth a combined $397M — up 5.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IX positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 135 institutional investors held ORIX (IX) as of Q3 2023, up from 128 in Q2 2023.
  • Funds reported $397M of ORIX stock for Q3 2023, up 5.9% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q3 2023 was Bank of America, an estimated $18.1M added.
  • The largest ORIX seller in Q3 2023 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2023.