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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
C
251
Covestor
United Kingdom
$9K -$388 -5 -4%
MCM
252
Manchester Capital Management
Vermont
$8.04K +$155 +2 +2%
CYG
253
Clean Yield Group
Vermont
$7.92K – – –
IA
254
IFP Advisors
Florida
$7.41K -$25K -322 -75%
WIM
255
Westside Investment Management
California
$7.2K – – –
HI
256
Harbour Investments
Wisconsin
$7.12K – – –
BFEC
257
Benjamin F. Edwards & Company
Missouri
$7K – – –
UA
258
USCF Advisers
California
$6.99K +$7.75K +100 New
FHA
259
First Horizon Advisors
Tennessee
$6.01K -$1.23M -15,845 -99%
PWMG
260
Prestige Wealth Management Group
New Jersey
$5.45K – – –
CG
261
Cutler Group
California
$5K -$69.8K -900 -92%
HGERS
262
Householder Group Estate & Retirement Specialist
Arizona
$4.98K +$5.51K +71 New
AF
263
Allworth Financial
California
$3.36K +$3.41K +44 +1,100%
WTC
264
WhitTier Trust Company
Nevada
$3.08K -$155 -2 -4%
CIA
265
Cape Investment Advisory
Georgia
$2.94K – – –
JWA
266
JFS Wealth Advisors
Pennsylvania
$2.8K -$620 -8 -17%
GRP
267
Global Retirement Partners
California
$2.54K -$233 -3 -8%
TSWM
268
Tyler-Stone Wealth Management
Ohio
$2K – – –
LC
269
Lindbrook Capital
California
$1.89K -$775 -10 -27%
EWA
270
EverSource Wealth Advisors
Alabama
$1.68K +$1.86K +24 New
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1.47K – – –
AWA
272
Authentikos Wealth Advisory
California
$1.33K +$1.47K +19 New
SFG
273
Steward Financial Group
Texas
$1K +$1.55K +20 New
SIC
274
SJS Investment Consulting
Ohio
$770 +$155 +2 +22%
Russell Investments Group
275
Russell Investments Group
United Kingdom
$699 -$465 -6 -38%
9 10
11
12 13

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.