ORIX
133 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, 51 increasing their positions, 36 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
11% more funds holding
Funds holding: 120 → 133 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.17M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.56M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.54M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.27M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$6.29M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$5.19M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.16M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$947K |
| 5 |
Morgan Stanley
New York
|
-$943K |
IX Hedge Fund Activity: Q3 2021 in Review
133 of the 5,712 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 51 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.
- 133 institutional investors held ORIX (IX) as of Q3 2021, up from 120 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.