ORIX
172 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 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
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: 159 → 172 (+13)
0.05% more ownership
Funds ownership: 1.82% → 1.87% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.44M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$4.25M |
| 3 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
+$2.35M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$1.38M |
| 5 |
Morgan Stanley
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$1.73M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$986K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$966K |
| 4 |
BlackRock
New York
|
-$822K |
| 5 |
GAM
Groupama Asset Management
Paris,
France
|
-$733K |
IX Hedge Fund Activity: Q2 2024 in Review
172 of the 6,935 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 10 closed out — a net gain of 14 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.
- 172 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 10 closed out, a net change of +14 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.