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174 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

2% more funds holding

Funds holding: 171174 (+3)

0.01% more ownership

Funds ownership: 1.87%1.88% (+0.01%)

24% less capital invested

Capital invested by funds: $680M → $519M (-$160M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
174
Holders Change
+3
Holders Change %
+1.75%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
72
Reduced
49
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
WealthCollab
Washington
$35.9K
AA
127
Addison Advisors
Vermont
$34.7K +$4.7K +200 +15%
AWM
128
Avior Wealth Management
Nebraska
$33.8K +$705 +30 +2%
BGAI
129
Bruce G. Allen Investments
Colorado
$30.2K
PS
130
Principal Securities
Iowa
$28.7K +$7.87K +335 +37%
BWAM
131
Boyd Watterson Asset Management
Ohio
$27.2K -$705 -30 -3%
FMP
132
Financial Management Professionals
Texas
$24K +$6.46K +275 +37%
CAL
133
Capital Analysts LLC
Pennsylvania
$20K +$20.6K +875 New
FMII
134
Farmers & Merchants Investments Inc
Nebraska
$17.2K
UB
135
UMB Bank
Missouri
$17.2K
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$16.7K +$1.41K +60 +9%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$15.8K
ZB
138
Zions Bancorporation
Utah
$15.1K -$8.93K -380 -37%
AF
139
Allworth Financial
California
$13.8K -$1.53K -65 -10%
ACM
140
Aquatic Capital Management
Illinois
$11.6K -$11.8K -500 -50%
IA
141
IFP Advisors
Florida
$10.9K
GFPC
142
Global Financial Private Client
Florida
$9.86K +$9.99K +425 New
VWM
143
Venturi Wealth Management
Texas
$9.17K +$2.58K +110 +39%
CFGS
144
Concourse Financial Group Securities
Alabama
$9.05K +$9.17K +390 New
SPIA
145
Steward Partners Investment Advisory
New York
$8.59K
NA
146
NewEdge Advisors
Louisiana
$7.43K
MG
147
Mather Group
Illinois
$6.15K +$4.58K +195 +279%
GKIM
148
GW&K Investment Management
Massachusetts
$6K
FFA
149
Frazier Financial Advisors
Ohio
$5.69K -$353 -15 -6%
GWM
150
Geneos Wealth Management
Colorado
$5.45K +$3.88K +165 +236%