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ORIX
IX

121 hedge funds and large institutions have $308M invested in ORIX in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

1% more capital invested

Capital invested by funds: $305M → $308M (+$2.64M)

0.11% more ownership

Funds ownership: 1.51% → 1.62% (+0.11%)

5% less funds holding

Funds holding: 127 → 121 (-6)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
PAM
Paradigm Asset Management
New York
+$1.25M
4
OPS
Orion Portfolio Solutions
Nebraska
+$778K
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$599K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.99M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
3
BlackRock
BlackRock
New York
-$1.17M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$1.12M
5
XC
XY Capital
Hong Kong
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91M +$10M +584,085 +12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.3M -$4.1M -239,575 -11%
Wells Fargo
3
Wells Fargo
California
$26.7M +$147K +8,590 +0.5%
BlackRock
4
BlackRock
New York
$21.3M -$1.17M -68,250 -5%
TAM
5
Todd Asset Management
Kentucky
$19.9M +$309K +18,020 +2%
TRSOTSOK
6
Teachers Retirement System of the State of Kentucky
Kentucky
$10.4M – – –
Northern Trust
7
Northern Trust
Illinois
$10.1M +$181K +10,550 +2%
Bank of America
8
Bank of America
North Carolina
$7.46M +$207K +12,080 +3%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$6.73M -$1.12M -65,155 -14%
EGA
10
Eagle Global Advisors
Texas
$6.39M -$13.7K -800 -0.2%
BCAM
11
Boston Common Asset Management
Massachusetts
$4.99M -$531K -31,015 -9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.85M +$19M +1,111,750 +263%
American Century Companies
13
American Century Companies
Missouri
$4.69M +$517K +30,180 +12%
HJIM
14
Henry James International Management
New York
$4.52M – – –
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$4.12M -$803K -46,850 -16%
Goldman Sachs
16
Goldman Sachs
New York
$3.58M -$43.9K -2,565 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.83M +$116K +6,780 +4%
GHAM
18
Gilman Hill Asset Management
Connecticut
$2.53M +$164K +9,575 +7%
State Street
19
State Street
Massachusetts
$2.49M -$11.6K -675 -0.4%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$1.98M +$599K +34,955 +41%
CGH
21
Crossmark Global Holdings
Texas
$1.71M +$82.9K +4,840 +5%
WA
22
Wambolt & Associates
Colorado
$1.65M +$40K +2,335 +2%
NGA
23
Naples Global Advisors
Florida
$1.55M -$64.3K -3,750 -4%
RWM
24
Ritholtz Wealth Management
New York
$1.43M -$395K -23,045 -21%
FTDI
25
First Trust Direct Indexing
Massachusetts
$1.35M +$59.5K +3,470 +4%
1
2 3 4 5

IX Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2023, worth a combined $308M — up 0.87% from $305M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IX and 15 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 44 added.

The largest buyer was Envestnet Asset Management, adding an estimated $19M. The largest seller was Jane Street, exiting entirely with an estimated $4.99M sold.

  • 121 institutional investors held ORIX (IX) as of Q1 2023, down from 127 in Q4 2022.
  • Funds reported $308M of ORIX stock for Q1 2023, up 0.87% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q1 2023 and 19 closed out, a net change of -4 holders.
  • The largest ORIX buyer in Q1 2023 was Envestnet Asset Management, an estimated $19M added.
  • The largest ORIX seller in Q1 2023 was Jane Street, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.