We are live on ! Find out more
OPFI icon

OppFi
OPFI

57 hedge funds and large institutions have $10.3M invested in OppFi in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

36% more capital invested

Capital invested by funds: $7.63M → $10.3M (+$2.71M)

14% more funds holding

Funds holding: 50 → 57 (+7)

2.36% more ownership

Funds ownership: 24.52% → 26.88% (+2.4%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less call options, than puts

Call options by funds: $135K | Put options by funds: $271K

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
16
Closed
2
Calls
$135K
Puts
$271K
Net Calls
-$136K
Net Calls Change
-$311K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$460K
2
Renaissance Technologies
Renaissance Technologies
New York
+$268K
3
CCM
Corsair Capital Management
New York
+$184K
4
Millennium Management
Millennium Management
New York
+$172K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$128K

Top Sellers

Rank Fund Capital Flow
1
FM
Family Management
New York
-$449K
2
BlackRock
BlackRock
New York
-$308K
3
Deutsche Bank
Deutsche Bank
Germany
-$11.8K
4
Citigroup
Citigroup
New York
-$7.44K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$5.82K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97M +$128K +54,900 +8%
ECM
2
Elgethun Capital Management
South Dakota
$1.88M +$5.94K +2,551 +0.3%
BlackRock
3
BlackRock
New York
$1.55M -$308K -132,160 -18%
Renaissance Technologies
4
Renaissance Technologies
New York
$745K +$268K +115,227 +64%
Morgan Stanley
5
Morgan Stanley
New York
$652K +$460K +197,513 +323%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$579K +$88.1K +37,850 +20%
State Street
7
State Street
Massachusetts
$494K – – –
N
8
Nuveen
North Carolina
$271K – – –
Northern Trust
9
Northern Trust
Illinois
$241K +$25.4K +10,916 +13%
FM
10
Family Management
New York
$230K -$449K -192,703 -68%
Millennium Management
11
Millennium Management
New York
$228K +$172K +73,943 +444%
CCM
12
Corsair Capital Management
New York
$199K +$184K +78,906 New
PSC
13
Piper Sandler & Co
Minnesota
$150K – – –
Charles Schwab
14
Charles Schwab
California
$99.3K +$23.2K +9,988 +34%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$72.8K – – –
HBCM
16
Heron Bay Capital Management
Michigan
$68.8K +$63.6K +27,317 New
Citadel Advisors
17
Citadel Advisors
Florida
$67.5K +$62.3K +26,781 New
CAM
18
Cresset Asset Management
Illinois
$63K – – –
BCM
19
Bridgeway Capital Management
Texas
$63K +$58.2K +25,000 New
Mariner
20
Mariner
Kansas
$57.6K +$10.4K +4,477 +24%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$56.8K – – –
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$42.3K -$4.47K -1,919 -10%
Bank of America
23
Bank of America
North Carolina
$40.3K -$5.62K -2,413 -13%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$40.2K +$34.8K +14,961 New
GI
25
GAMCO Investors
Connecticut
$37.8K -$4.66K -2,000 -12%
1
2 3

OPFI Hedge Fund Activity: Q3 2023 in Review

57 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q3 2023, worth a combined $10.3M — up 36% from $7.63M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OPFI positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $460K. The largest seller was Family Management, cutting an estimated $449K.

  • 57 institutional investors held OppFi (OPFI) as of Q3 2023, up from 50 in Q2 2023.
  • Funds reported $10.3M of OppFi stock for Q3 2023, up 36% quarter-over-quarter.
  • 9 funds opened new OppFi positions in Q3 2023 and 2 closed out, a net change of +7 holders.
  • The largest OppFi buyer in Q3 2023 was Morgan Stanley, an estimated $460K added.
  • The largest OppFi seller in Q3 2023 was Family Management, an estimated $449K sold.

Based on aggregated 13F filings for Q3 2023.