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ORIX
IX

138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59% → 1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143 → 138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
47
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.1M
2
Jane Street
Jane Street
New York
+$3.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.43M
4
TAM
Todd Asset Management
Kentucky
+$1.27M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$4.09M
2
PGAM
Princeton Global Asset Management
New Jersey
-$1.44M
3
Wells Fargo
Wells Fargo
California
-$743K
4
SGI
Summit Global Investments
Utah
-$565K
5
GC
Guggenheim Capital
Illinois
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
151
American Portfolios Advisors
New York
– -$1.5K -75 Closed
CS
152
Candriam SCA
Luxembourg
– -$1K -65 Closed
GWM
153
Geneos Wealth Management
Colorado
– -$1K -65 Closed
SFG
154
Steward Financial Group
Texas
– +$909 +50 New
3 4 5 6
7

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.