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138 hedge funds and large institutions have $328M invested in ORIX in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 47

0.05% less ownership

Funds ownership: 1.59%1.55% (-0.05%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 143138 (-5)

18% less capital invested

Capital invested by funds: $401M → $328M (-$73M)

Holders
138
Holders Change
-5
Holders Change %
-3.5%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
47
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.4M +$54.1M +2,974,955 +134%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.1M +$1.21M +66,375 +3%
BlackRock
3
BlackRock
New York
$31.1M +$602K +33,145 +2%
TAM
4
Todd Asset Management
Kentucky
$25.8M +$1.27M +69,795 +5%
Wells Fargo
5
Wells Fargo
California
$20.7M -$743K -40,865 -3%
Northern Trust
6
Northern Trust
Illinois
$11M -$423K -23,290 -3%
Bank of America
7
Bank of America
North Carolina
$8.68M -$441K -24,265 -4%
OSAM
8
O'Shaughnessy Asset Management
Connecticut
$8.48M +$638K +35,115 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.98M +$471K +25,930 +6%
EGA
10
Eagle Global Advisors
Texas
$6.66M +$452K +24,860 +7%
BCAM
11
Boston Common Asset Management
Massachusetts
$6.1M +$1.02M +56,040 +18%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.19M +$344K +18,910 +7%
HJIM
13
Henry James International Management
New York
$4.64M +$363 +20 +0%
US Bancorp
14
US Bancorp
Minnesota
$4.37M +$468K +25,780 +11%
Goldman Sachs
15
Goldman Sachs
New York
$3.88M +$15.7K +865 +0.4%
Jane Street
16
Jane Street
New York
$3.68M +$3.97M +218,620 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.94M -$46.3K -2,550 -1%
GHAM
18
Gilman Hill Asset Management
Connecticut
$2.57M +$481K +26,485 +21%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$2.42M +$568K +31,250 +28%
State Street
20
State Street
Massachusetts
$2.25M -$4.09M -225,175 -63%
American Century Companies
21
American Century Companies
Missouri
$2.23M +$410K +22,580 +21%
CGH
22
Crossmark Global Holdings
Texas
$1.74M +$9.45K +520 +0.5%
WA
23
Wambolt & Associates
Colorado
$1.66M +$81.8K +4,500 +5%
Citadel Advisors
24
Citadel Advisors
Florida
$1.63M +$593K +32,625 +51%
NGA
25
Naples Global Advisors
Florida
$1.62M -$9.09K -500 -0.5%

IX Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2022, worth a combined $328M — down 18% from $401M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IX and 17 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $54.1M. The largest seller was State Street, cutting an estimated $4.09M.

  • 138 institutional investors held ORIX (IX) as of Q2 2022, down from 143 in Q1 2022.
  • Funds reported $328M of ORIX stock for Q2 2022, down 18% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2022 and 18 closed out, a net change of -1 holder.
  • The largest ORIX buyer in Q2 2022 was Morgan Stanley, an estimated $54.1M added.
  • The largest ORIX seller in Q2 2022 was State Street, an estimated $4.09M sold.

Based on aggregated 13F filings for Q2 2022.