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Oportun Financial
OPRT

75 hedge funds and large institutions have $350M invested in Oportun Financial in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more capital invested

Capital invested by funds: $191M → $350M (+$159M)

10% more funds holding

Funds holding: 68 → 75 (+7)

6.14% more ownership

Funds ownership: 59.27% → 65.41% (+6.1%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
33
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Ashford Capital Management
Delaware
+$4.51M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.21M
3
BCM
Bridgeway Capital Management
Texas
+$1.96M
4
BlackRock
BlackRock
New York
+$1.61M
5
State Street
State Street
Massachusetts
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
BP
BBR Partners
New York
-$850K
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$667K
3
MCA
Mendon Capital Advisors
Florida
-$472K
4
Federated Hermes
Federated Hermes
Pennsylvania
-$408K
5
TRCT
Tower Research Capital (TRC)
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$856K +$246K +15,057 +52%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$845K -$13.1K -800 -2%
First Trust Advisors
28
First Trust Advisors
Illinois
$815K -$23.9K -1,462 -3%
Stifel Financial
29
Stifel Financial
Missouri
$678K +$46.5K +2,844 +9%
TC
30
TownSquare Capital
Utah
$594K +$223K +13,641 +80%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$578K +$8.29K +507 +2%
Squarepoint
32
Squarepoint
New York
$540K -$18K -1,099 -4%
M&T Bank
33
M&T Bank
New York
$531K -$191K -11,693 -30%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$518K +$67.9K +4,154 +18%
Invesco
35
Invesco
Georgia
$493K +$64.5K +3,946 +18%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$468K -$13.6K -830 -3%
US Bancorp
37
US Bancorp
Minnesota
$455K +$18.6K +1,137 +5%
LPL Financial
38
LPL Financial
California
$432K +$1.55K +95 +0.4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$388K +$13.2K +807 +4%
Renaissance Technologies
40
Renaissance Technologies
New York
$385K +$325K +19,900 New
AWS
41
AJ Wealth Strategies
New York
$359K – – –
WCM
42
Wildcat Capital Management
New York
$355K – – –
Neuberger Berman Group
43
Neuberger Berman Group
New York
$345K – – –
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$345K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$295K +$52.4K +3,207 +27%
TI
46
Trexquant Investment
Connecticut
$295K +$249K +15,240 New
Morgan Stanley
47
Morgan Stanley
New York
$283K +$211K +12,910 +748%
Deutsche Bank
48
Deutsche Bank
Germany
$267K +$63.8K +3,904 +39%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$258K +$217K +13,299 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$254K -$91.2K -5,582 -30%
1
2
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OPRT Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q4 2020, worth a combined $350M — up 83% from $191M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OPRT positions and 4 closed out — a net gain of 7 holders — while 33 added to existing stakes and 13 trimmed.

The largest buyer was Ashford Capital Management, adding an estimated $4.51M. The largest seller was BBR Partners, exiting entirely with an estimated $850K sold.

  • 75 institutional investors held Oportun Financial (OPRT) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $350M of Oportun Financial stock for Q4 2020, up 83% quarter-over-quarter.
  • 11 funds opened new Oportun Financial positions in Q4 2020 and 4 closed out, a net change of +7 holders.
  • The largest Oportun Financial buyer in Q4 2020 was Ashford Capital Management, an estimated $4.51M added.
  • The largest Oportun Financial seller in Q4 2020 was BBR Partners, an estimated $850K sold.

Based on aggregated 13F filings for Q4 2020.