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Ormat Technologies

278 hedge funds and large institutions have $4.38B invested in Ormat Technologies in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 120 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 87

13% more capital invested

Capital invested by funds: $3.89B → $4.38B (+$490M)

2.75% more ownership

Funds ownership: 91.57%94.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less call options, than puts

Call options by funds: $34M | Put options by funds: $34.6M

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 283278 (-5)

Holders
278
Holders Change
-5
Holders Change %
-1.77%
% of All Funds
4.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
120
Reduced
87
Closed
36
Calls
$34M
Puts
$34.6M
Net Calls
-$652K
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Prestige Wealth Management Group
New Jersey
$5.91K
BIA
252
Bell Investment Advisors
California
$5.84K +$4.68K +69 +863%
HGERS
253
Householder Group Estate & Retirement Specialist
Arizona
$5K
PS
254
Principal Securities
Iowa
$4.09K +$3.67K +54 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.77K -85 -61%
EWA
256
EverSource Wealth Advisors
Alabama
$3.64K +$1.63K +24 +100%
AF
257
Allworth Financial
California
$3.41K -$204 -3 -6%
WTC
258
WhitTier Trust Company
Nevada
$3.41K +$68 +1 +2%
FHA
259
First Horizon Advisors
Tennessee
$3.33K -$2.85K -42 -49%
DF
260
Dunhill Financial
United Kingdom
$3.26K +$2.92K +43 New
CIA
261
Cape Investment Advisory
Georgia
$3.18K
A
262
AlphaQuest
New York
$3.03K +$2.71K +40 New
Bessemer Group
263
Bessemer Group
New Jersey
$3K +$2.44K +36 +1,800%
Russell Investments Group
264
Russell Investments Group
United Kingdom
$2.65K +$1.7K +25 +250%
JWA
265
JFS Wealth Advisors
Pennsylvania
$1.9K -$1.02K -15 -38%
TSWM
266
Tyler-Stone Wealth Management
Ohio
$1.67K
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$1.59K
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$909 +$814 +12 New
SIC
269
SJS Investment Consulting
Ohio
$683 -$136 -2 -18%
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$607 +$543 +8 New
AF
271
Advisornet Financial
Minnesota
$606 +$204 +3 +60%
FFA
272
Farther Finance Advisors
California
$606 +$543 +8 New
LC
273
Lindbrook Capital
California
$455 -$1.43K -21 -78%
Toronto Dominion Bank
274
Toronto Dominion Bank
Ontario, Canada
$303
TWP
275
TFO Wealth Partners
Ohio
$227

ORA Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q4 2023, worth a combined $4.38B — up 13% from $3.89B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ORA and 33 opened new positions — a net loss of 3 holders — while 87 trimmed existing stakes and 120 added.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was Marshall Wace, cutting an estimated $16.7M.

  • 278 institutional investors held Ormat Technologies (ORA) as of Q4 2023, down from 283 in Q3 2023.
  • Funds reported $4.38B of Ormat Technologies stock for Q4 2023, up 13% quarter-over-quarter.
  • 33 funds opened new Ormat Technologies positions in Q4 2023 and 36 closed out, a net change of -3 holders.
  • The largest Ormat Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest Ormat Technologies seller in Q4 2023 was Marshall Wace, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2023.