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ORIX
IX

152 hedge funds and large institutions have $395M 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

12% more funds holding

Funds holding: 136 → 152 (+16)

0% more ownership

Funds ownership: 1.71% → 1.71% (+0%)

0% less capital invested

Capital invested by funds: $397M → $395M (-$1.23M)

Holders
152
Holders Change
+16
Holders Change %
+11.76%
% of All Funds
2.21%
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
Fidelity Investments
Fidelity Investments
Massachusetts
+$704K
2
XC
XY Capital
Hong Kong
+$608K
3
American Century Companies
American Century Companies
Missouri
+$596K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$542K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$391K

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

IX Hedge Fund Activity: Q4 2023 in Review

152 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2023, worth a combined $395M — down 0.31% 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 Fidelity Investments, adding an estimated $704K. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $861K.

  • 152 institutional investors held ORIX (IX) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $395M of ORIX stock for Q4 2023, down 0.31% 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 Fidelity Investments, an estimated $704K 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.