ORIX
175 hedge funds and large institutions have $519M invested in ORIX in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 14 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 49
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
2% more funds holding
Funds holding: 172 → 175 (+3)
0% more ownership
Funds ownership: 1.97% → 1.98% (+0%)
88% less capital inflows, than outflows
Capital inflows: $22.9M | Capital outflows: $199M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.84M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.71M |
| 3 |
Crossmark Global Holdings
Houston,
Texas
|
+$1.16M |
| 4 |
VF
Virtu Financial
New York
|
+$1.11M |
| 5 |
Morgan Stanley
New York
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Groupama Asset Management
Paris,
France
|
-$180M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.08M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$1.44M |
| 5 |
BCAM
Boston Common Asset Management
Boston,
Massachusetts
|
-$875K |
IX Hedge Fund Activity: Q3 2024 in Review
175 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q3 2024, worth a combined $519M — down 24% from $680M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IX positions and 14 closed out — a net gain of 4 holders — while 72 added to existing stakes and 49 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $6.84M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $180M sold.
- 175 institutional investors held ORIX (IX) as of Q3 2024, up from 172 in Q2 2024.
- Funds reported $519M of ORIX stock for Q3 2024, down 24% quarter-over-quarter.
- 18 funds opened new ORIX positions in Q3 2024 and 14 closed out, a net change of +4 holders.
- The largest ORIX buyer in Q3 2024 was Fidelity Investments, an estimated $6.84M added.
- The largest ORIX seller in Q3 2024 was Groupama Asset Management, an estimated $180M sold.
Based on aggregated 13F filings for Q3 2024.