We are live on ! Find out more
IX icon

ORIX
IX

134 hedge funds and large institutions have $365M invested in ORIX in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 36

11% more funds holding

Funds holding: 121 → 134 (+13)

10% more capital invested

Capital invested by funds: $331M → $365M (+$33.5M)

0.02% less ownership

Funds ownership: 1.52% → 1.5% (-0.02%)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
52
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.56M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.54M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.27M
5
BFM
Boothbay Fund Management
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$6.29M
2
PPA
Parametric Portfolio Associates
Washington
-$5.19M
3
Wells Fargo
Wells Fargo
California
-$2.16M
4
Comerica Bank
Comerica Bank
Texas
-$947K
5
Morgan Stanley
Morgan Stanley
New York
-$943K

IX Hedge Fund Activity: Q3 2021 in Review

134 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2021, worth a combined $365M — up 10% from $331M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 9 closed out — a net gain of 15 holders — while 52 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.17M. The largest seller was Northern Trust, cutting an estimated $6.29M.

  • 134 institutional investors held ORIX (IX) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $365M of ORIX stock for Q3 2021, up 10% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q3 2021 and 9 closed out, a net change of +15 holders.
  • The largest ORIX buyer in Q3 2021 was Fidelity Investments, an estimated $3.17M added.
  • The largest ORIX seller in Q3 2021 was Northern Trust, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2021.