ORIX
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$90.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$704K |
| 3 |
XC
XY Capital
Central,
Hong Kong
|
+$608K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$596K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$861K |
| 2 |
Calamos Advisors
Naperville,
Illinois
|
-$853K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$748K |
| 4 |
BlackRock
New York
|
-$680K |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$545K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
151
Cornerstone Planning Group
Fairfield,
New Jersey
| $280 | – | – | – |
|
|
152
Calamos Advisors
Naperville,
Illinois
| – | -$853K | -45,415 | Closed |
|
|
BWP
153
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$185K | -9,875 | Closed |
|
|
BBHC
154
Brown Brothers Harriman & Co
New York
| – | -$9.39K | -500 | Closed |
|
|
PB
155
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$7.98K | -425 | Closed |
|
|
PCTC
156
Perkins Coie Trust Company
Seattle,
Washington
| – | -$1.59K | -85 | Closed |
|
|
BWL
157
Bogart Wealth LLC
Mclean,
Virginia
| – | -$376 | -20 | Closed |
|
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.