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123 hedge funds and large institutions have $270M invested in ORIX in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 1.55%1.52% (-0.03%)

11% less funds holding

Funds holding: 138123 (-15)

18% less capital invested

Capital invested by funds: $328M → $270M (-$57.3M)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

38% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 26

Holders
123
Holders Change
-15
Holders Change %
-10.87%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
33
Reduced
49
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.5M -$5.59M -342,000 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$30.2M -$1.07M -65,330 -3%
BlackRock
3
BlackRock
New York
$24.1M -$2.29M -139,925 -8%
Wells Fargo
4
Wells Fargo
California
$23.3M +$6.81M +417,110 +34%
TAM
5
Todd Asset Management
Kentucky
$16.8M -$5.71M -349,720 -23%
Northern Trust
6
Northern Trust
Illinois
$8.94M -$324K -19,845 -3%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$8.93M +$10.3M +631,700 New
Bank of America
8
Bank of America
North Carolina
$7.29M +$3.76K +230 +0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.65M -$65.2K -3,990 -0.8%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$6.36M -$882K -54,025 -11%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$5.55M +$1.38M +84,430 +27%
EGA
12
Eagle Global Advisors
Texas
$5.51M -$90.4K -5,535 -1%
BCAM
13
Boston Common Asset Management
Massachusetts
$5.24M +$132K +8,085 +2%
HJIM
14
Henry James International Management
New York
$3.9M
US Bancorp
15
US Bancorp
Minnesota
$3M -$766K -46,885 -18%
Goldman Sachs
16
Goldman Sachs
New York
$2.8M -$528K -32,310 -14%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.44M -$33.1K -2,025 -1%
American Century Companies
18
American Century Companies
Missouri
$2.43M +$641K +39,250 +30%
GHAM
19
Gilman Hill Asset Management
Connecticut
$2.06M -$113K -6,905 -5%
State Street
20
State Street
Massachusetts
$1.89M -$572 -35 -0%
CGH
21
Crossmark Global Holdings
Texas
$1.55M +$101K +6,165 +6%
AssetMark Inc
22
AssetMark Inc
California
$1.42M +$145K +8,870 +10%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.41M +$74.5K +4,560 +5%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.4M +$335K +20,530 +26%
WA
25
Wambolt & Associates
Colorado
$1.39M

IX Hedge Fund Activity: Q3 2022 in Review

123 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2022, worth a combined $270M — down 18% from $328M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IX and 16 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $6.81M. The largest seller was Todd Asset Management, cutting an estimated $5.71M.

  • 123 institutional investors held ORIX (IX) as of Q3 2022, down from 138 in Q2 2022.
  • Funds reported $270M of ORIX stock for Q3 2022, down 18% quarter-over-quarter.
  • 16 funds opened new ORIX positions in Q3 2022 and 26 closed out, a net change of -10 holders.
  • The largest ORIX buyer in Q3 2022 was Wells Fargo, an estimated $6.81M added.
  • The largest ORIX seller in Q3 2022 was Todd Asset Management, an estimated $5.71M sold.

Based on aggregated 13F filings for Q3 2022.