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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
AIP
51
Ameritas Investment Partners
Nebraska
$15K +$11.5K +623 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$12K +$9.27K +503 New
GWM
53
Geneos Wealth Management
Colorado
$6K +$4.98K +270 New
FHA
54
First Horizon Advisors
Tennessee
$5K +$3.91K +212 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Alyeska Investment Group
56
Alyeska Investment Group
Illinois
– -$4.47M -275,883 Closed
EMG
57
Ellington Management Group
Connecticut
– -$1.96M -120,700 Closed
SCM
58
Shoals Capital Management
Virginia
– -$1.89M -116,568 Closed
GC
59
Gillson Capital
Illinois
– -$1.75M -107,943 Closed
MWNA
60
Marshall Wace North America
New York
– -$1.62M -100,000 Closed
WAM
61
Weiss Asset Management
Massachusetts
– -$1.62M -100,000 Closed
Norges Bank
62
Norges Bank
Norway
– -$1.22M -75,000 Closed
Wellington Management Group
63
Wellington Management Group
Massachusetts
– -$997K -61,499 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$811K -50,000 Closed
HI
65
HBK Investments
Texas
– -$811K -50,000 Closed
LCM
66
Laurion Capital Management
New York
– -$649K -40,000 Closed
MIM
67
Monashee Investment Management
Massachusetts
– -$649K -40,000 Closed
DIM
68
DC Investments Management
Virginia
– -$602K -37,106 Closed
Point72 Asset Management
69
Point72 Asset Management
Connecticut
– -$406K -25,000 Closed
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
– -$406K -25,000 Closed
WMSA
71
Weiss Multi-Strategy Advisers
New York
– -$243K -15,000 Closed
MA
72
MYDA Advisors
New York
– -$227K -14,000 Closed
BCM
73
BlueCrest Capital Management
Jersey
– -$211K -13,000 Closed
SSA
74
Schonfeld Strategic Advisors
New York
– -$177K -10,898 Closed
PHK
75
Point72 Hong Kong
Hong Kong
– -$117K -7,221 Closed
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.