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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
Morgan Stanley
26
Morgan Stanley
New York
$33.9M +$4.97M +58,710 +16%
LCP
27
LGT Capital Partners
Switzerland
$31.5M -$9.1M -107,410 -22%
Legal & General Group
28
Legal & General Group
United Kingdom
$31.1M +$1.66M +19,627 +5%
First Trust Advisors
29
First Trust Advisors
Illinois
$27M -$1.73M -20,473 -6%
SAM
30
Storebrand Asset Management
Norway
$26.3M +$469K +5,535 +2%
ClearBridge Investments
31
ClearBridge Investments
New York
$26.2M +$605K +7,148 +2%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$25.9M -$21M -247,509 -43%
TAM
33
Trillium Asset Management
Massachusetts
$25.6M -$511K -6,034 -2%
CS
34
Credit Suisse
Switzerland
$24.7M +$3.53M +41,661 +16%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$21.3M +$5.8M +68,519 +35%
N
36
Nuveen
North Carolina
$19.4M +$423K +4,992 +2%
AA
37
ALPS Advisors
Colorado
$17.5M +$673K +7,945 +4%
Principal Financial Group
38
Principal Financial Group
Iowa
$16M -$747K -8,818 -4%
Bank of America
39
Bank of America
North Carolina
$16M +$3.4M +40,154 +25%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$15.4M +$2M +23,590 +14%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$14.6M +$1.35M +15,953 +10%
UM
42
UniSuper Management
Australia
$13.6M +$14.3M +168,533 New
Empower Advisory Group
43
Empower Advisory Group
Colorado
$13.4M +$374K +4,410 +3%
MTWSIF
44
Mivtachim The Workers Social Insurance Fund
Israel
$11.5M – – –
JAM
45
Jupiter Asset Management
United Kingdom
$11.3M – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$10.3M +$1.04M +12,261 +11%
SCM
47
Shelton Capital Management
Colorado
$10M +$4.23M +50,000 +67%
Marshall Wace
48
Marshall Wace
United Kingdom
$9.93M -$19.6M -231,475 -65%
Swedbank
49
Swedbank
Sweden
$9.8M -$1.21M -14,289 -10%
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$9.76M +$9.99M +117,977 +3,461%
1
2
3 4 5

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.