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64 hedge funds and large institutions have $33M invested in OppFi in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more capital invested

Capital invested by funds: $10.3M → $33M (+$22.7M)

110% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $1.67M

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

12% more funds holding

Funds holding: 5764 (+7)

9.47% more ownership

Funds ownership: 26.88%36.35% (+9.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
20
Reduced
14
Closed
10
Calls
$3.51M
Puts
$1.67M
Net Calls
+$1.84M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.19M +$112K +35,292 +5%
BlackRock
2
BlackRock
New York
$3.8M +$398K +125,069 +20%
Morgan Stanley
3
Morgan Stanley
New York
$3.64M +$1.44M +451,745 +175%
ECM
4
Elgethun Capital Management
South Dakota
$3.53M -$164K -51,551 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.85M +$834K +261,677 +88%
LP
6
LB Partners
Virginia
$1.64M +$1.02M +320,000 New
Marshall Wace
7
Marshall Wace
United Kingdom
$1.46M +$907K +284,757 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.32M +$92.3K +28,965 +13%
State Street
9
State Street
Massachusetts
$1.24M +$147K +46,000 +23%
EI
10
EAM Investors
California
$1.03M +$640K +200,800 New
Two Sigma Investments
11
Two Sigma Investments
New York
$962K +$599K +187,973 New
Two Sigma Advisers
12
Two Sigma Advisers
New York
$785K +$488K +153,300 New
N
13
Nuveen
North Carolina
$567K +$9.55K +2,999 +3%
LPL Financial
14
LPL Financial
California
$563K +$350K +109,975 New
Northern Trust
15
Northern Trust
Illinois
$477K -$8.29K -2,603 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$450K +$194K +61,049 +228%
FM
17
Family Management
New York
$441K -$15.9K -5,000 -5%
PSC
18
Piper Sandler & Co
Minnesota
$304K
CCM
19
Corsair Capital Management
New York
$286K -$73.3K -23,000 -29%
Millennium Management
20
Millennium Management
New York
$233K -$144K -45,147 -50%
VF
21
Virtu Financial
New York
$202K +$126K +39,448 New
HBCM
22
Heron Bay Capital Management
Michigan
$198K +$36.1K +11,330 +41%
Invesco
23
Invesco
Georgia
$187K +$81.7K +25,655 +235%
TDC
24
Thompson Davis & Co
Virginia
$186K +$116K +36,400 New
Charles Schwab
25
Charles Schwab
California
$165K -$22.8K -7,164 -18%

OPFI Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OppFi (OPFI) for Q4 2023, worth a combined $33M — up 219% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OPFI positions and 10 closed out — a net gain of 7 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Elgethun Capital Management, cutting an estimated $164K.

  • 64 institutional investors held OppFi (OPFI) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $33M of OppFi stock for Q4 2023, up 219% quarter-over-quarter.
  • 17 funds opened new OppFi positions in Q4 2023 and 10 closed out, a net change of +7 holders.
  • The largest OppFi buyer in Q4 2023 was Morgan Stanley, an estimated $1.44M added.
  • The largest OppFi seller in Q4 2023 was Elgethun Capital Management, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2023.