We are live on ! Find out more
IX icon

ORIX
IX

143 hedge funds and large institutions have $401M invested in ORIX in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0.17% less ownership

Funds ownership: 1.76% → 1.59% (-0.17%)

5% less capital invested

Capital invested by funds: $421M → $401M (-$20.5M)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

3% less funds holding

Funds holding: 148 → 143 (-5)

Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
58
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
+$5.88M
2
Wells Fargo
Wells Fargo
California
+$5.04M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.74M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.38M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$11.9M
2
OCAM
Onex Canada Asset Management
Ontario, Canada
-$10.7M
3
SI
Scout Investments
Missouri
-$4.29M
4
Nuveen
Nuveen
North Carolina
-$4.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M

IX Hedge Fund Activity: Q1 2022 in Review

143 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2022, worth a combined $401M — down 4.9% from $421M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IX and 19 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 58 added.

The largest buyer was Todd Asset Management, adding an estimated $5.88M. The largest seller was Crossmark Global Holdings, cutting an estimated $11.9M.

  • 143 institutional investors held ORIX (IX) as of Q1 2022, down from 148 in Q4 2021.
  • Funds reported $401M of ORIX stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 19 funds opened new ORIX positions in Q1 2022 and 20 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q1 2022 was Todd Asset Management, an estimated $5.88M added.
  • The largest ORIX seller in Q1 2022 was Crossmark Global Holdings, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2022.