ORIX
120 hedge funds and large institutions have $331M invested in ORIX in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 14 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
1% more capital invested
Capital invested by funds: $329M → $331M (+$2.29M)
0.01% more ownership
Funds ownership: 1.51% → 1.52% (+0.01%)
4% less funds holding
Funds holding: 125 → 120 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$9.83M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.6M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.76M |
| 4 |
BCAM
Boston Common Asset Management
Boston,
Massachusetts
|
+$1.28M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.76M |
| 2 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$3.41M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$3.37M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$3.1M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$2.78M |
IX Hedge Fund Activity: Q2 2021 in Review
120 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2021, worth a combined $331M — up 0.7% from $329M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IX and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 53 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $9.83M. The largest seller was Wells Fargo, cutting an estimated $3.76M.
- 120 institutional investors held ORIX (IX) as of Q2 2021, down from 125 in Q1 2021.
- Funds reported $331M of ORIX stock for Q2 2021, up 0.7% quarter-over-quarter.
- 9 funds opened new ORIX positions in Q2 2021 and 14 closed out, a net change of -5 holders.
- The largest ORIX buyer in Q2 2021 was Crossmark Global Holdings, an estimated $9.83M added.
- The largest ORIX seller in Q2 2021 was Wells Fargo, an estimated $3.76M sold.
Based on aggregated 13F filings for Q2 2021.