Oportun Financial
OPRT
76 hedge funds and large institutions have $49.3M invested in Oportun Financial in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 17 closing their positions.
2.82% less ownership
Funds ownership: 62.12% → 59.3% (-2.8%)
13% less funds holding
Funds holding: 87 → 76 (-11)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
41% less capital invested
Capital invested by funds: $83.1M → $49.3M (-$33.8M)
65% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 17
75% less call options, than puts
Call options by funds: $42K | Put options by funds: $167K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
+$2.52M |
| 2 |
USPCM
Union Square Park Capital Management
New York
|
+$1.41M |
| 3 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$1.18M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$759K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$2.21M |
| 2 |
Morgan Stanley
New York
|
-$1.51M |
| 3 |
TC
Tejara Capital
London,
United Kingdom
|
-$1.03M |
| 4 |
BlackRock
New York
|
-$1.02M |
| 5 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$991K |
OPRT Hedge Fund Activity: Q1 2024 in Review
76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2024, worth a combined $49.3M — down 41% from $83.1M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of OPRT and 6 opened new positions — a net loss of 11 holders — while 32 trimmed existing stakes and 24 added.
The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $2.52M. The largest seller was Park West Asset Management, exiting entirely with an estimated $2.21M sold.
- 76 institutional investors held Oportun Financial (OPRT) as of Q1 2024, down from 87 in Q4 2023.
- Funds reported $49.3M of Oportun Financial stock for Q1 2024, down 41% quarter-over-quarter.
- 6 funds opened new Oportun Financial positions in Q1 2024 and 17 closed out, a net change of -11 holders.
- The largest Oportun Financial buyer in Q1 2024 was Boothbay Fund Management, an estimated $2.52M added.
- The largest Oportun Financial seller in Q1 2024 was Park West Asset Management, an estimated $2.21M sold.
Based on aggregated 13F filings for Q1 2024.