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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
CA
151
Continuum Advisory
Idaho
$4.12K -$534 -25 -12%
CFO
152
CVA Family Office
Colorado
$3.78K
BIA
153
Bell Investment Advisors
California
$3.67K +$534 +25 +18%
CFD
154
Creative Financial Designs
Indiana
$3K
Kayne Anderson Rudnick Investment Management
155
Kayne Anderson Rudnick Investment Management
California
$2.9K -$320 -15 -10%
TPCW
156
TD Private Client Wealth
New York
$2.89K +$1.6K +75 +136%
FFC
157
First Financial Corp
Indiana
$2.89K
BCWM
158
Bartlett & Co Wealth Management
Ohio
$2.56K
FCA
159
FinTrust Capital Advisors
South Carolina
$2.56K +$2.46K +115 New
LIA
160
Lynx Investment Advisory
District of Columbia
$2.12K +$2.03K +95 New
LFG
161
Larson Financial Group
Missouri
$1.89K +$1.81K +85 New
GWM
162
Geneos Wealth Management
Colorado
$1.56K
MG
163
Mather Group
Illinois
$1.54K -$641 -30 -30%
BHWM
164
Beaird Harris Wealth Management
Texas
$1.45K
AWM
165
Abound Wealth Management
Tennessee
$1.23K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$1.11K -$7.58K -355 -88%
TFF
167
The Family Firm
Maryland
$1K +$961 +45 New
IFAM
168
Institutional & Family Asset Management
Colorado
$866
MFG
169
Mendota Financial Group
Wisconsin
$668 +$641 +30 New
CAM
170
ClariVest Asset Management
California
$439
CPG
171
Cornerstone Planning Group
New Jersey
$309
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
-$637K -28,905 Closed
ERSOT
173
Employees Retirement System of Texas
Texas
-$475K -21,535 Closed
AA
174
AlphaQ Advisors
Florida
-$463K -21,020 Closed
CCIA
175
Campbell & Co Investment Adviser
Maryland
-$289K -13,090 Closed

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.