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Ormat Technologies
ORA

283 hedge funds and large institutions have $3.89B invested in Ormat Technologies in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 100

0.84% more ownership

Funds ownership: 90.72% → 91.57% (+0.84%)

2% less funds holding

Funds holding: 290 → 283 (-7)

11% less capital invested

Capital invested by funds: $4.35B → $3.89B (-$466M)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

69% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $51.5M

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
4.49%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
106
Reduced
100
Closed
37
Calls
$15.8M
Puts
$51.5M
Net Calls
-$35.7M
Net Calls Change
-$23.5M

Top Buyers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$53.2M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$19.5M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$18.8M
4
Marshall Wace
Marshall Wace
United Kingdom
+$10.2M
5
GACM
Global Alpha Capital Management
Quebec, Canada
+$9.86M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$25.9M
2
Goldman Sachs
Goldman Sachs
New York
-$18.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.8M
4
BlackRock
BlackRock
New York
-$12.9M
5
CI
Clal Insurance
Israel
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
226
West Tower Group
Virginia
$43.1K +$47.8K +617 New
S
227
SignatureFD
Georgia
$42.8K +$6.05K +78 +15%
PPC
228
Park Place Capital
Alabama
$40.3K – – –
QCG
229
Quadrant Capital Group
Ohio
$38.5K +$39.7K +512 +1,313%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$30K +$310 +4 +1%
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$1.01K +13 +3%
GWM
232
Geneos Wealth Management
Colorado
$28K – – –
MHR
233
Matthew Hamilton Rosenberg
$26.3K – – –
EDRH
234
Edmond de Rothschild Holding
Switzerland
$24.5K – – –
RWM
235
Ruedi Wealth Management
Illinois
$22.7K – – –
SWM
236
Spire Wealth Management
Virginia
$21.1K – – –
GEA
237
Glen Eagle Advisors
New Jersey
$21K – – –
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$20.8K -$22.9K -295 -50%
AFS
239
Annapolis Financial Services
Maryland
$20.5K – – –
UB
240
UMB Bank
Missouri
$18.8K – – –
AWM
241
Atticus Wealth Management
Florida
$15.7K +$3.96K +51 +29%
TCOV
242
Trust Company of Vermont
Vermont
$15.4K – – –
HT
243
Headlands Technologies
Illinois
$15K +$16.6K +214 New
HPC
244
HM Payson & Co
Maine
$14K – – –
IWP
245
IAG Wealth Partners
Wisconsin
$14K – – –
National Bank of Canada
246
National Bank of Canada
Quebec, Canada
$13.6K – – –
DGAM
247
Desjardins Global Asset Management
Quebec, Canada
$12.4K – – –
HL
248
HeadInvest LLC
Maine
$12.3K +$14K +180 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$10K +$6.44K +83 +146%
RA
250
Rational Advisors
New York
$9.33K – – –
8 9
10
11 12

ORA Hedge Fund Activity: Q3 2023 in Review

283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q3 2023, worth a combined $3.89B — down 11% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of ORA and 32 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 106 added.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $53.2M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $25.9M sold.

  • 283 institutional investors held Ormat Technologies (ORA) as of Q3 2023, down from 290 in Q2 2023.
  • Funds reported $3.89B of Ormat Technologies stock for Q3 2023, down 11% quarter-over-quarter.
  • 32 funds opened new Ormat Technologies positions in Q3 2023 and 37 closed out, a net change of -5 holders.
  • The largest Ormat Technologies buyer in Q3 2023 was Harel Insurance Investments & Financial Services, an estimated $53.2M added.
  • The largest Ormat Technologies seller in Q3 2023 was Schroder Investment Management Group, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2023.