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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239K +$3.97K +243 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$236K +$7.91K +484 +4%
JI
53
Jeereddi Investments
California
$213K – – –
HSBC Holdings
54
HSBC Holdings
United Kingdom
$196K +$168K +10,293 New
MIM
55
MetLife Investment Management
New Jersey
$195K – – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$135K – – –
Russell Investments Group
57
Russell Investments Group
United Kingdom
$127K – – –
UBS Group
58
UBS Group
Switzerland
$96K +$70.7K +4,323 +703%
Citigroup
59
Citigroup
New York
$78K +$47.5K +2,904 +256%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$54K +$35K +2,142 +238%
AIP
61
Ameritas Investment Partners
Nebraska
$33K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$33K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$29K -$284K -17,386 -92%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$29K +$24.6K +1,504 New
Osaic Holdings
65
Osaic Holdings
Arizona
$25K +$3.78K +231 +21%
GRP
66
Global Retirement Partners
California
$20K +$1.31K +80 +8%
WWM
67
Wolff Wiese Magana
California
$12K +$10K +613 New
GWM
68
Geneos Wealth Management
Colorado
$10K +$4.41K +270 +100%
APWA
69
Atlas Private Wealth Advisors
New Jersey
$8K – – –
FHA
70
First Horizon Advisors
Tennessee
$4K – – –
BCA
71
Berman Capital Advisors
Georgia
$3K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2K – – –
FF
74
FourThought Financial
Florida
$2K +$2.09K +128 New
AIG
75
American International Group
New York
$223 -$2.13K -130 -1%
1 2
3
4

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.