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ORIX
IX

151 hedge funds and large institutions have $488M invested in ORIX in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 40

23% more capital invested

Capital invested by funds: $397M → $488M (+$91.2M)

12% more funds holding

Funds holding: 135 → 151 (+16)

0.4% more ownership

Funds ownership: 1.71% → 2.11% (+0.4%)

Holders
151
Holders Change
+16
Holders Change %
+11.85%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
61
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$704K
3
XC
XY Capital
Hong Kong
+$608K
4
American Century Companies
American Century Companies
Missouri
+$596K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$542K

Top Sellers

Rank Fund Capital Flow
1
OSAM
O'Shaughnessy Asset Management
Connecticut
-$861K
2
Calamos Advisors
Calamos Advisors
Illinois
-$853K
3
Bank of America
Bank of America
North Carolina
-$748K
4
BlackRock
BlackRock
New York
-$680K
5
TAM
Todd Asset Management
Kentucky
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$185M +$90.3M +4,965,525 +101%
Bank of America
2
Bank of America
North Carolina
$43.1M -$748K -41,105 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$41.7M +$704K +38,690 +2%
Wells Fargo
4
Wells Fargo
California
$30.5M +$164K +9,040 +0.6%
TAM
5
Todd Asset Management
Kentucky
$26.1M -$545K -29,960 -2%
BlackRock
6
BlackRock
New York
$20.2M -$680K -37,395 -3%
TRSOTSOK
7
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M -$373K -20,500 -3%
Northern Trust
8
Northern Trust
Illinois
$12M -$121K -6,675 -1%
EGA
9
Eagle Global Advisors
Texas
$7.31M -$17.3K -950 -0.2%
American Century Companies
10
American Century Companies
Missouri
$7.01M +$596K +32,750 +10%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$6.72M -$861K -47,360 -12%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$5.74M +$542K +29,810 +11%
HJIM
13
Henry James International Management
New York
$5.51M – – –
BCAM
14
Boston Common Asset Management
Massachusetts
$5.12M -$526K -28,935 -10%
QCM
15
QRG Capital Management
Illinois
$4.62M +$29.9K +1,645 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.43M – – –
Goldman Sachs
17
Goldman Sachs
New York
$4.15M -$36.4K -2,000 -0.9%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.5M -$108K -5,925 -3%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.2M +$290K +15,950 +10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.98M +$122K +6,710 +4%
GHAM
21
Gilman Hill Asset Management
Connecticut
$2.8M -$203K -11,150 -7%
CGH
22
Crossmark Global Holdings
Texas
$1.96M +$111K +6,105 +6%
WA
23
Wambolt & Associates
Colorado
$1.94M +$5.09K +280 +0.3%
FTDI
24
First Trust Direct Indexing
Massachusetts
$1.81M +$220K +12,100 +14%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.71M +$391K +21,515 +31%
1
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IX Hedge Fund Activity: Q4 2023 in Review

151 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2023, worth a combined $488M — up 23% from $397M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IX positions and 6 closed out — a net gain of 19 holders — while 61 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.3M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $861K.

  • 151 institutional investors held ORIX (IX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $488M of ORIX stock for Q4 2023, up 23% quarter-over-quarter.
  • 25 funds opened new ORIX positions in Q4 2023 and 6 closed out, a net change of +19 holders.
  • The largest ORIX buyer in Q4 2023 was Morgan Stanley, an estimated $90.3M added.
  • The largest ORIX seller in Q4 2023 was O'Shaughnessy Asset Management, an estimated $861K sold.

Based on aggregated 13F filings for Q4 2023.