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ORIX
IX

151 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

23% more capital invested

Capital invested by funds: $397M → $488M (+$91.2M)

12% more funds holding

Funds holding: 135 → 151 (+16)

0.4% more ownership

Funds ownership: 1.71% → 2.11% (+0.4%)

Holders
151
Holders Change
+16
Holders Change %
+11.85%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$704K
3
XC
XY Capital
Hong Kong
+$608K
4
American Century Companies
American Century Companies
Missouri
+$596K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$542K

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$861K
2
Calamos Advisors
Calamos Advisors
Illinois
-$853K
3
Bank of America
Bank of America
North Carolina
-$748K
4
BlackRock
BlackRock
New York
-$680K
5
TAM
Todd Asset Management
Kentucky
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Allworth Financial
California
$3.74K +$1.64K +90 +82%
NA
127
NewEdge Advisors
Louisiana
$3.55K +$3.46K +190 New
ASN
128
Advisory Services Network
Georgia
$3.27K +$3.18K +175 New
RFG
129
RFP Financial Group
Georgia
$3.17K -$4.91K -270 -61%
CFO
130
CVA Family Office
Colorado
$3.17K +$3.09K +170 New
Kayne Anderson Rudnick Investment Management
131
Kayne Anderson Rudnick Investment Management
California
$2.71K +$1.27K +70 +93%
BIA
132
Bell Investment Advisors
California
$2.62K -$637 -35 -20%
CFD
133
Creative Financial Designs
Indiana
$2.52K – – –
FHA
134
First Horizon Advisors
Tennessee
$2.24K +$637 +35 +41%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$2.14K – – –
BC
136
Bartlett & Co
Ohio
$2K – – –
GKIM
137
GW&K Investment Management
Massachusetts
$2K – – –
IA
138
IFP Advisors
Florida
$1.96K – – –
Jones Financial Companies
139
Jones Financial Companies
Missouri
$1.77K +$1.73K +95 New
GWM
140
Geneos Wealth Management
Colorado
$1.31K +$1.27K +70 New
BCM
141
Bourgeon Capital Management
Connecticut
$1.22K +$455 +25 +63%
BHWM
142
Beaird Harris Wealth Management
Texas
$1.22K +$1.18K +65 New
SAM
143
Smartleaf Asset Management
Massachusetts
$1.21K +$1.18K +65 New
AWM
144
Abound Wealth Management
Tennessee
$1.03K +$182 +10 +22%
TPCW
145
TD Private Client Wealth
New York
$1.03K – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$934 -$4.18K -230 -82%
BWM
147
Baystate Wealth Management
Massachusetts
$718 – – –
IFAM
148
Institutional & Family Asset Management
Colorado
$717 – – –
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654 +$637 +35 New
CAM
150
ClariVest Asset Management
California
$373 +$364 +20 New
3 4 5
6
7

IX Hedge Fund Activity: Q4 2023 in Review

151 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2023, worth a combined $488M — up 23% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IX positions and 6 closed out — a net gain of 19 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $861K.

  • 151 institutional investors held ORIX (IX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $488M of ORIX stock for Q4 2023, up 23% quarter-over-quarter.
  • 25 funds opened new ORIX positions in Q4 2023 and 6 closed out, a net change of +19 holders.
  • The largest ORIX buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest ORIX seller in Q4 2023 was O'Shaughnessy Asset Management, an estimated $861K sold.

Based on aggregated 13F filings for Q4 2023.