ORIX
190 hedge funds and large institutions have $512M invested in ORIX in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
46% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 52
9% more funds holding
Funds holding: 175 → 190 (+15)
0.12% more ownership
Funds ownership: 1.86% → 1.98% (+0.12%)
1% less capital invested
Capital invested by funds: $519M → $512M (-$7.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$9.04M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$4.84M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.59M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| 2 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$1.76M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.52M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.41M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.12M |
IX Hedge Fund Activity: Q4 2024 in Review
190 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in ORIX (IX) for Q4 2024, worth a combined $512M — down 1.5% from $519M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IX positions and 14 closed out — a net gain of 17 holders — while 76 added to existing stakes and 52 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $12.6M. The largest seller was Wells Fargo, cutting an estimated $1.93M.
- 190 institutional investors held ORIX (IX) as of Q4 2024, up from 175 in Q3 2024.
- Funds reported $512M of ORIX stock for Q4 2024, down 1.5% quarter-over-quarter.
- 31 funds opened new ORIX positions in Q4 2024 and 14 closed out, a net change of +17 holders.
- The largest ORIX buyer in Q4 2024 was Fidelity Investments, an estimated $12.6M added.
- The largest ORIX seller in Q4 2024 was Wells Fargo, an estimated $1.93M sold.
Based on aggregated 13F filings for Q4 2024.