ORIX
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.
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: 159 → 171 (+12)
0.05% more ownership
Funds ownership: 1.82% → 1.87% (+0.05%)
Top Buyers
Top Sellers
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.73M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$986K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$966K |
| 4 |
BlackRock
New York
|
-$822K |
| 5 |
GAM
Groupama Asset Management
Paris,
France
|
-$733K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
176
Prosperity Consulting Group
Owings Mills,
Maryland
| – | -$250K | -11,355 | Closed |
|
|
EWP
177
Elevation Wealth Partners
Santa Rosa,
California
| – | -$10.8K | -490 | Closed |
|
|
BF
178
BOK Financial
Tulsa,
Oklahoma
| – | -$2.62K | -125 | Closed |
|
179
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.09K | -95 | Closed |
|
|
ST
180
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$2K | -95 | Closed |
|
|
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$772 | -35 | Closed |
|
|
FGAM
182
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$220 | -10 | 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.