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Ormat Technologies

287 hedge funds and large institutions have $3.59B invested in Ormat Technologies in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 105 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $143M | Put options by funds: $66.5M

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

3% more funds holding

Funds holding: 278287 (+9)

6% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 99

4.35% less ownership

Funds ownership: 94.32%89.97% (-4.4%)

18% less capital invested

Capital invested by funds: $4.38B → $3.59B (-$786M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
+9
Holders Change %
+3.24%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
43
Increased
105
Reduced
99
Closed
33
Calls
$143M
Puts
$66.5M
Net Calls
+$76.1M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$26.1M -$5.56M -83,280 -17%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$25.5M -$1.09M -16,399 -4%
SAM
28
Storebrand Asset Management
Norway
$23.8M -$71.6K -1,073 -0.3%
TAM
29
Trillium Asset Management
Massachusetts
$21.5M +$223K +3,341 +1%
LCP
30
LGT Capital Partners
Switzerland
$20.4M -$14.5M -216,800 -41%
BNP Paribas Asset Management
31
BNP Paribas Asset Management
France
$16.1M -$24K -359 -0.1%
First Trust Advisors
32
First Trust Advisors
Illinois
$16M -$4.05M -60,702 -20%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$15.9M +$1.97M +29,492 +14%
Principal Financial Group
34
Principal Financial Group
Iowa
$13.5M +$296K +4,441 +2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$12.8M -$66.6K -997 -0.5%
JAM
36
Jupiter Asset Management
United Kingdom
$12.3M +$9.88K +148 +0.1%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$12.2M +$434K +6,495 +4%
BBL
38
Beck Bode LLC
Massachusetts
$11.6M +$2.97M +44,451 +34%
UM
39
UniSuper Management
Australia
$11.2M
Jane Street
40
Jane Street
New York
$9.59M -$27.8K -416 -0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
41
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.58M +$1.32M +19,797 +16%
N
42
Nuveen
North Carolina
$9.49M -$3.67M -55,028 -28%
MTWSIF
43
Mivtachim The Workers Social Insurance Fund
Israel
$9.43M
YLHM
44
Yelin Lapidot Holdings Management
Israel
$9.41M +$6.76M +101,200 +247%
CS
45
Credit Suisse
Switzerland
$9.38M -$14.5M -216,708 -60%
MMA
46
Mizuho Markets Americas
New York
$8.82M +$1.7M +25,438 +24%
AA
47
ALPS Advisors
Colorado
$8.73M -$2.93M -43,837 -25%
Bank of America
48
Bank of America
North Carolina
$8.42M -$1.25M -18,721 -13%
EAM
49
Erste Asset Management
Austria
$8.1M -$81.4K -1,220 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$7.92M -$556K -8,325 -7%

ORA Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q1 2024, worth a combined $3.59B — down 18% from $4.38B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ORA positions and 33 closed out — a net gain of 10 holders — while 105 added to existing stakes and 99 trimmed.

The largest buyer was UBS Group, adding an estimated $37.4M. The largest seller was Wellington Management Group, exiting entirely with an estimated $78.9M sold.

  • 287 institutional investors held Ormat Technologies (ORA) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3.59B of Ormat Technologies stock for Q1 2024, down 18% quarter-over-quarter.
  • 43 funds opened new Ormat Technologies positions in Q1 2024 and 33 closed out, a net change of +10 holders.
  • The largest Ormat Technologies buyer in Q1 2024 was UBS Group, an estimated $37.4M added.
  • The largest Ormat Technologies seller in Q1 2024 was Wellington Management Group, an estimated $78.9M sold.

Based on aggregated 13F filings for Q1 2024.