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Ormat Technologies
ORA

290 hedge funds and large institutions have $4.35B invested in Ormat Technologies in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 102 increasing their positions, 102 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

1% more funds holding

Funds holding: 286 → 290 (+4)

0.3% more ownership

Funds ownership: 90.42% → 90.72% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 102

5% less capital invested

Capital invested by funds: $4.57B → $4.35B (-$218M)

48% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $25.7M

Holders
290
Holders Change
+4
Holders Change %
+1.4%
% of All Funds
4.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
38
Increased
102
Reduced
102
Closed
31
Calls
$13.5M
Puts
$25.7M
Net Calls
-$12.2M
Net Calls Change
+$12.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.1M
2
BlackRock
BlackRock
New York
+$47.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$13.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.99M
5
Amundi
Amundi
France
+$7.02M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$22.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21M
3
Marshall Wace
Marshall Wace
United Kingdom
-$19.6M
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
-$18M
5
Citadel Advisors
Citadel Advisors
Florida
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
251
Trust Company of Vermont
Vermont
$17.7K – – –
HPC
252
HM Payson & Co
Maine
$16.1K – – –
IWP
253
IAG Wealth Partners
Wisconsin
$16.1K – – –
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$16.1K – – –
DGAM
255
Desjardins Global Asset Management
Quebec, Canada
$14.2K +$678 +8 +5%
AWM
256
Atticus Wealth Management
Florida
$13.9K – – –
HS
257
Horan Securities
United States
$11.5K – – –
C
258
Covestor
United Kingdom
$10K -$85 -1 -0.8%
RA
259
Rational Advisors
New York
$9.33K – – –
CYG
260
Clean Yield Group
Vermont
$9.25K – – –
MCM
261
Manchester Capital Management
Vermont
$9.09K – – –
EC
262
Elequin Capital
New York
$8.61K +$9.06K +107 New
WIM
263
Westside Investment Management
California
$8.27K – – –
HI
264
Harbour Investments
Wisconsin
$8.18K – – –
BFEC
265
Benjamin F. Edwards & Company
Missouri
$8K – – –
PWMG
266
Prestige Wealth Management Group
New Jersey
$6.28K +$2.88K +34 +77%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.44K -17 -23%
BIA
268
Bell Investment Advisors
California
$4.02K -$1.27K -15 -23%
JWA
269
JFS Wealth Advisors
Pennsylvania
$3.86K -$85 -1 -2%
WTC
270
WhitTier Trust Company
Nevada
$3.7K +$3.9K +46 New
CIA
271
Cape Investment Advisory
Georgia
$3.38K – – –
GRP
272
Global Retirement Partners
California
$3.22K +$254 +3 +8%
QCG
273
Quadrant Capital Group
Ohio
$3.14K -$10.7K -126 -76%
Bessemer Group
274
Bessemer Group
New Jersey
$3K +$3.56K +42 New
LC
275
Lindbrook Capital
California
$2.98K -$847 -10 -21%
9 10
11
12 13

ORA Hedge Fund Activity: Q2 2023 in Review

290 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q2 2023, worth a combined $4.35B — down 4.8% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ORA positions and 31 closed out — a net gain of 7 holders — while 102 added to existing stakes and 102 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $63.1M. The largest seller was Meitav Investment House, cutting an estimated $22.5M.

  • 290 institutional investors held Ormat Technologies (ORA) as of Q2 2023, up from 286 in Q1 2023.
  • Funds reported $4.35B of Ormat Technologies stock for Q2 2023, down 4.8% quarter-over-quarter.
  • 38 funds opened new Ormat Technologies positions in Q2 2023 and 31 closed out, a net change of +7 holders.
  • The largest Ormat Technologies buyer in Q2 2023 was Wellington Management Group, an estimated $63.1M added.
  • The largest Ormat Technologies seller in Q2 2023 was Meitav Investment House, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2023.