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171 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Addison Advisors
Vermont
$28.8K +$27.7K +1,295 New
BWAM
127
Boyd Watterson Asset Management
Ohio
$26.7K
ZB
128
Zions Bancorporation
Utah
$22.9K -$10.5K -490 -32%
ACM
129
Aquatic Capital Management
Illinois
$22.3K +$21.4K +1,000 New
PS
130
Principal Securities
Iowa
$20K +$2.67K +125 +16%
FMP
131
Financial Management Professionals
Texas
$17K +$427 +20 +3%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$16.9K +$16.2K +760 New
UB
133
UMB Bank
Missouri
$16.5K -$6.83K -320 -30%
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$16.5K
AF
135
Allworth Financial
California
$15.4K +$9.93K +465 +238%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$15.1K +$2.03K +95 +16%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$15K +$320 +15 +2%
IA
138
IFP Advisors
Florida
$10.5K +$7.79K +365 +348%
SAM
139
Smartleaf Asset Management
Massachusetts
$8.78K +$7.15K +335 +515%
TRCT
140
Tower Research Capital (TRC)
New York
$8.46K -$30.2K -1,415 -79%
SPIA
141
Steward Partners Investment Advisory
New York
$8.24K -$6.41K -300 -45%
NA
142
NewEdge Advisors
Louisiana
$7.12K -$9.5K -445 -58%
GRP
143
Global Retirement Partners
California
$6.68K +$1.6K +75 +33%
VWM
144
Venturi Wealth Management
Texas
$6.34K +$6.08K +285 New
GKIM
145
GW&K Investment Management
Massachusetts
$6K
RFG
146
RFP Financial Group
Georgia
$5.9K -$214 -10 -4%
FFA
147
Frazier Financial Advisors
Ohio
$5.79K +$5.55K +260 New
PCWA
148
Pacific Capital Wealth Advisors
California
$5.68K +$5.45K +255 New
NFSG
149
Newbridge Financial Services Group
Florida
$5.57K +$5.34K +250 New
CAM
150
Creekmur Asset Management
Illinois
$4.67K +$4.48K +210 New

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.