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ORIX
IX

148 hedge funds and large institutions have $421M invested in ORIX in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more capital inflows, than outflows

Capital inflows: $82.1M | Capital outflows: $15.4M

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

121% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 29

10% more funds holding

Funds holding: 134 → 148 (+14)

0.28% more ownership

Funds ownership: 1.61% → 1.89% (+0.28%)

Holders
148
Holders Change
+14
Holders Change %
+10.45%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
64
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCAM
Onex Canada Asset Management
Ontario, Canada
+$52.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.6M
3
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.49M
4
Todd Asset Management
Todd Asset Management
Kentucky
+$3.46M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.79M
2
SGA
Strategic Global Advisors
California
-$2.31M
3
BlackRock
BlackRock
New York
-$1.87M
4
Morgan Stanley
Morgan Stanley
New York
-$1.82M
5
Wells Fargo
Wells Fargo
California
-$1.67M

IX Hedge Fund Activity: Q4 2021 in Review

148 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2021, worth a combined $421M — up 15% from $365M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IX positions and 12 closed out — a net gain of 17 holders — while 64 added to existing stakes and 29 trimmed.

The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $52.2M. The largest seller was State Street, cutting an estimated $2.79M.

  • 148 institutional investors held ORIX (IX) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $421M of ORIX stock for Q4 2021, up 15% quarter-over-quarter.
  • 29 funds opened new ORIX positions in Q4 2021 and 12 closed out, a net change of +17 holders.
  • The largest ORIX buyer in Q4 2021 was Onex Canada Asset Management, an estimated $52.2M added.
  • The largest ORIX seller in Q4 2021 was State Street, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2021.