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ORIX
IX

136 hedge funds and large institutions have $397M invested in ORIX in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $375M → $397M (+$21.8M)

5% more funds holding

Funds holding: 129 → 136 (+7)

0.05% more ownership

Funds ownership: 1.66% → 1.71% (+0.05%)

Holders
136
Holders Change
+7
Holders Change %
+5.43%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
54
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$4.43M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.65M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$950K
5
Charles Schwab
Charles Schwab
California
+$464K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
3
BlackRock
BlackRock
New York
-$1.89M
4
Millennium Management
Millennium Management
New York
-$1.49M
5
Marshall Wace
Marshall Wace
United Kingdom
-$500K

IX Hedge Fund Activity: Q3 2023 in Review

136 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2023, worth a combined $397M — up 5.8% from $375M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IX positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 136 institutional investors held ORIX (IX) as of Q3 2023, up from 129 in Q2 2023.
  • Funds reported $397M of ORIX stock for Q3 2023, up 5.8% quarter-over-quarter.
  • 15 funds opened new ORIX positions in Q3 2023 and 8 closed out, a net change of +7 holders.
  • The largest ORIX buyer in Q3 2023 was Bank of America, an estimated $18.1M added.
  • The largest ORIX seller in Q3 2023 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2023.