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ORIX
IX

129 hedge funds and large institutions have $375M invested in ORIX in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

53% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 34

22% more capital invested

Capital invested by funds: $308M → $375M (+$66.8M)

5% more funds holding

Funds holding: 123 → 129 (+6)

0.04% more ownership

Funds ownership: 1.62% → 1.66% (+0.04%)

Holders
129
Holders Change
+6
Holders Change %
+4.88%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
52
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$16M
2
TAM
Todd Asset Management
Kentucky
+$4M
3
Morgan Stanley
Morgan Stanley
New York
+$2.84M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$1.99M
5
Millennium Management
Millennium Management
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.2M
2
State Street
State Street
Massachusetts
-$2.05M
3
BlackRock
BlackRock
New York
-$1.3M
4
CFM
Capricorn Fund Managers
United Kingdom
-$934K
5
US Bancorp
US Bancorp
Minnesota
-$537K

IX Hedge Fund Activity: Q2 2023 in Review

129 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2023, worth a combined $375M — up 22% from $308M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IX positions and 11 closed out — a net gain of 6 holders — while 52 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $16M. The largest seller was Envestnet Asset Management, cutting an estimated $21.2M.

  • 129 institutional investors held ORIX (IX) as of Q2 2023, up from 123 in Q1 2023.
  • Funds reported $375M of ORIX stock for Q2 2023, up 22% quarter-over-quarter.
  • 17 funds opened new ORIX positions in Q2 2023 and 11 closed out, a net change of +6 holders.
  • The largest ORIX buyer in Q2 2023 was Bank of America, an estimated $16M added.
  • The largest ORIX seller in Q2 2023 was Envestnet Asset Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.