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171 hedge funds and large institutions have $680M invested in ORIX in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $480M → $680M (+$200M)

8% more funds holding

Funds holding: 159171 (+12)

0.05% more ownership

Funds ownership: 1.82%1.87% (+0.05%)

Holders
171
Holders Change
+12
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
72
Reduced
50
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Groupama Asset Management
France
$180M -$733K -34,320 -12%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$1.23M +57,530 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.6M +$6.44M +301,575 +11%
Bank of America
4
Bank of America
North Carolina
$52.6M +$311K +14,575 +0.6%
TAM
5
Todd Asset Management
Kentucky
$38.5M +$4.25M +199,265 +13%
Wells Fargo
6
Wells Fargo
California
$24.4M -$533K -24,965 -2%
BlackRock
7
BlackRock
New York
$22.1M -$822K -38,485 -4%
TRSOTSOK
8
Teachers Retirement System of the State of Kentucky
Kentucky
$22M +$2.35M +110,000 +13%
Northern Trust
9
Northern Trust
Illinois
$14.7M +$53.2K +2,490 +0.4%
American Century Companies
10
American Century Companies
Missouri
$9.47M +$511K +23,910 +6%
EGA
11
Eagle Global Advisors
Texas
$8.78M +$64.6K +3,025 +0.8%
HJIM
12
Henry James International Management
New York
$6.74M +$167K +7,815 +3%
BCAM
13
Boston Common Asset Management
Massachusetts
$6.23M -$236K -11,040 -4%
QCM
14
QRG Capital Management
Illinois
$5.87M +$91.6K +4,290 +2%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$5.72M -$1.73M -80,950 -24%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.46M -$986K -46,160 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.28M
Natixis Advisors
18
Natixis Advisors
Massachusetts
$4.29M +$361K +16,905 +10%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$4.22M +$20.3K +950 +0.5%
GHAM
20
Gilman Hill Asset Management
Connecticut
$3.56M -$6.94K -325 -0.2%
QCM
21
Quantinno Capital Management
New York
$3.26M +$769K +36,005 +33%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$3.14M +$240K +11,220 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.8M -$591K -27,685 -18%
VPIM
24
Vanguard Personalized Indexing Management
California
$2.66M +$441K +20,655 +21%
Charles Schwab
25
Charles Schwab
California
$2.58M +$518K +24,270 +26%

IX Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q2 2024, worth a combined $680M — up 42% from $480M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IX positions and 11 closed out — a net gain of 13 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.44M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $1.73M.

  • 171 institutional investors held ORIX (IX) as of Q2 2024, up from 159 in Q1 2024.
  • Funds reported $680M of ORIX stock for Q2 2024, up 42% quarter-over-quarter.
  • 24 funds opened new ORIX positions in Q2 2024 and 11 closed out, a net change of +13 holders.
  • The largest ORIX buyer in Q2 2024 was Fidelity Investments, an estimated $6.44M added.
  • The largest ORIX seller in Q2 2024 was O'Shaughnessy Asset Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2024.