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Ormat Technologies

286 hedge funds and large institutions have $4.57B invested in Ormat Technologies in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 79

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $4.16B → $4.57B (+$415M)

2.31% more ownership

Funds ownership: 88.12%90.42% (+2.3%)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

2% less funds holding

Funds holding: 291286 (-5)

45% less call options, than puts

Call options by funds: $29.8M | Put options by funds: $54.4M

Holders
286
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
4.56%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
34
Increased
127
Reduced
79
Closed
34
Calls
$29.8M
Puts
$54.4M
Net Calls
-$24.6M
Net Calls Change
-$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$723M +$56.4M +643,171 +8%
OC
2
ORIX Corp
Japan
$566M
Vanguard Group
3
Vanguard Group
Pennsylvania
$442M +$33.7M +383,753 +8%
CI
4
Clal Insurance
Israel
$197M +$14.6M +166,625 +8%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$179M +$27.6M +315,055 +17%
GACM
6
Global Alpha Capital Management
Quebec, Canada
$170M +$6.79M +77,456 +4%
Amundi
7
Amundi
France
$168M +$35.9M +408,751 +26%
State Street
8
State Street
Massachusetts
$165M +$12.1M +137,486 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$108M -$7.71M -87,933 -6%
MIFH
10
Migdal Insurance & Financial Holdings
Israel
$96.6M
Neuberger Berman Group
11
Neuberger Berman Group
New York
$88M +$1.63M +18,580 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$85.3M +$9.6M +109,404 +12%
MIH
13
Meitav Investment House
Israel
$80.4M +$3.76M +42,858 +5%
Goldman Sachs
14
Goldman Sachs
New York
$76.4M +$8.6M +98,035 +12%
Northern Trust
15
Northern Trust
Illinois
$67.4M +$3.66M +41,781 +6%
VBA
16
Van Berkom & Associates
Quebec, Canada
$65.7M +$13.3M +151,779 +24%
Invesco
17
Invesco
Georgia
$48.7M +$8.47M +96,589 +20%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$48.3M +$1.31M +14,936 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45.9M +$1.27M +14,519 +3%
Norges Bank
20
Norges Bank
Norway
$45.2M -$3.99M -45,508 -8%
Charles Schwab
21
Charles Schwab
California
$42.5M +$2.14M +24,431 +5%
LCP
22
LGT Capital Partners
Switzerland
$42.3M +$11.2M +127,950 +35%
GAM
23
Guinness Asset Management
United Kingdom
$40.8M +$4.57M +52,092 +12%
VanEck Associates
24
VanEck Associates
New York
$40.5M +$356K +4,062 +0.9%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$38.3M +$12M +137,006 +43%

ORA Hedge Fund Activity: Q1 2023 in Review

286 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ormat Technologies (ORA) for Q1 2023, worth a combined $4.57B — up 10% from $4.16B a quarter earlier.

Fund positioning in ORA was balanced in Q1 2023: 34 funds opened new positions, 34 closed out, 127 added to existing stakes and 79 trimmed.

The largest buyer was BlackRock, adding an estimated $56.4M. The largest seller was Assenagon Asset Management, cutting an estimated $14.1M.

  • 286 institutional investors held Ormat Technologies (ORA) as of Q1 2023, down from 291 in Q4 2022.
  • Funds reported $4.57B of Ormat Technologies stock for Q1 2023, up 10% quarter-over-quarter.
  • 34 funds opened new Ormat Technologies positions in Q1 2023 and 34 closed out, a net change of 0 holders.
  • The largest Ormat Technologies buyer in Q1 2023 was BlackRock, an estimated $56.4M added.
  • The largest Ormat Technologies seller in Q1 2023 was Assenagon Asset Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2023.