ORIX
159 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
56% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 41
5% more funds holding
Funds holding: 151 → 159 (+8)
0.3% less ownership
Funds ownership: 2.11% → 1.82% (-0.3%)
2% less capital invested
Capital invested by funds: $488M → $480M (-$7.44M)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$98.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.4M |
| 3 |
Goldman Sachs
New York
|
-$3.16M |
| 4 |
BlackRock
New York
|
-$1.04M |
| 5 |
XC
XY Capital
Central,
Hong Kong
|
-$624K |
IX Hedge Fund Activity: Q1 2024 in Review
159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2024, worth a combined $480M — down 1.5% from $488M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IX positions and 13 closed out — a net gain of 10 holders — while 64 added to existing stakes and 41 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $8.37M. The largest seller was Morgan Stanley, cutting an estimated $98.6M.
- 159 institutional investors held ORIX (IX) as of Q1 2024, up from 151 in Q4 2023.
- Funds reported $480M of ORIX stock for Q1 2024, down 1.5% quarter-over-quarter.
- 23 funds opened new ORIX positions in Q1 2024 and 13 closed out, a net change of +10 holders.
- The largest ORIX buyer in Q1 2024 was Fidelity Investments, an estimated $8.37M added.
- The largest ORIX seller in Q1 2024 was Morgan Stanley, an estimated $98.6M sold.
Based on aggregated 13F filings for Q1 2024.