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Oportun Financial
OPRT

55 hedge funds and large institutions have $315M invested in Oportun Financial in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

57% more capital invested

Capital invested by funds: $201M → $315M (+$114M)

28% more funds holding

Funds holding: 43 → 55 (+12)

2.33% more ownership

Funds ownership: 46.97% → 49.29% (+2.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
12
Reduced
5
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Ashford Capital Management
Delaware
+$9.64M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$8.33M
3
Wells Fargo
Wells Fargo
California
+$4.22M
4
BlackRock
BlackRock
New York
+$3.83M
5
ClearBridge Investments
ClearBridge Investments
New York
+$2.47M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.47M
2
Millennium Management
Millennium Management
New York
-$1.99M
3
EMG
Ellington Management Group
Connecticut
-$1.96M
4
SCM
Shoals Capital Management
Virginia
-$1.89M
5
GC
Gillson Capital
Illinois
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MS
26
Maven Securities
Jersey
$483K -$1.34M -72,745 -78%
Millennium Management
27
Millennium Management
New York
$474K -$1.99M -107,776 -84%
LPL Financial
28
LPL Financial
California
$456K +$25.3K +1,374 +8%
US Bancorp
29
US Bancorp
Minnesota
$454K +$352K +19,079 New
TC
30
TownSquare Capital
Utah
$408K +$48K +2,602 +18%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$393K +$305K +16,522 New
Neuberger Berman Group
32
Neuberger Berman Group
New York
$353K +$274K +14,854 New
N
33
Nuveen
North Carolina
$275K +$213K +11,561 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$264K +$204K +11,074 New
Morgan Stanley
35
Morgan Stanley
New York
$237K +$183K +9,922 New
UBS Group
36
UBS Group
Switzerland
$225K +$153K +8,284 +712%
SAM
37
Symphony Asset Management
California
$221K +$171K +9,292 New
Marshall Wace
38
Marshall Wace
United Kingdom
$168K +$130K +7,055 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$155K +$120K +6,500 New
AIG
40
American International Group
New York
$108K +$83.7K +4,540 New
Deutsche Bank
41
Deutsche Bank
Germany
$62K +$49.2K +2,670 New
JP Morgan Chase
42
JP Morgan Chase
New York
$56K -$533K -28,886 -92%
SMFS
43
Squar Milner Financial Services
California
$45K +$35K +1,896 New
SO
44
STRS Ohio
Ohio
$45K +$35K +1,900 New
AG
45
Advisor Group
Arizona
$41K +$32.4K +1,756 New
Citigroup
46
Citigroup
New York
$35K +$26.8K +1,453 New
Legal & General Group
47
Legal & General Group
United Kingdom
$30K +$22.9K +1,244 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$24K +$18.6K +1,009 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$22K +$16.9K +914 New
GRP
50
Global Retirement Partners
California
$18K – – –
1
2
3 4

OPRT Hedge Fund Activity: Q4 2019 in Review

55 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q4 2019, worth a combined $315M — up 57% from $201M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new OPRT positions and 21 closed out — a net gain of 12 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Ashford Capital Management, adding an estimated $9.64M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $4.47M sold.

  • 55 institutional investors held Oportun Financial (OPRT) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $315M of Oportun Financial stock for Q4 2019, up 57% quarter-over-quarter.
  • 33 funds opened new Oportun Financial positions in Q4 2019 and 21 closed out, a net change of +12 holders.
  • The largest Oportun Financial buyer in Q4 2019 was Ashford Capital Management, an estimated $9.64M added.
  • The largest Oportun Financial seller in Q4 2019 was Alyeska Investment Group, an estimated $4.47M sold.

Based on aggregated 13F filings for Q4 2019.