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ORIX
IX

159 hedge funds and large institutions have $480M invested in ORIX in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital inflows, than outflows

Capital inflows: $38.1M | Capital outflows: $19.7M

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 40

5% more funds holding

Funds holding: 152 → 159 (+7)

0.08% more ownership

Funds ownership: 1.83% → 1.91% (+0.08%)

Holders
159
Holders Change
+7
Holders Change %
+4.61%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.37M
2
Groupama Asset Management
Groupama Asset Management
France
+$5.85M
3
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.09M
4
Todd Asset Management
Todd Asset Management
Kentucky
+$2.7M
5
Morgan Stanley
Morgan Stanley
New York
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$10.4M
2
Goldman Sachs
Goldman Sachs
New York
-$3.16M
3
BlackRock
BlackRock
New York
-$1.04M
4
XC
XY Capital
Hong Kong
-$624K
5
Jane Street
Jane Street
New York
-$612K

IX Hedge Fund Activity: Q1 2024 in Review

159 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q1 2024, worth a combined $480M — up 22% from $395M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IX positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $8.37M. The largest seller was Wells Fargo, cutting an estimated $10.4M.

  • 159 institutional investors held ORIX (IX) as of Q1 2024, up from 152 in Q4 2023.
  • Funds reported $480M of ORIX stock for Q1 2024, up 22% quarter-over-quarter.
  • 22 funds opened new ORIX positions in Q1 2024 and 13 closed out, a net change of +9 holders.
  • The largest ORIX buyer in Q1 2024 was Fidelity Investments, an estimated $8.37M added.
  • The largest ORIX seller in Q1 2024 was Wells Fargo, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2024.