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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$4.51M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.21M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.96M |
| 4 |
BlackRock
New York
|
+$1.61M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
BBR Partners
New York
|
-$850K |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$667K |
| 3 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$472K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$408K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BP
76
BBR Partners
New York
| – | -$850K | -72,068 | Closed |
|
|
MCA
77
Mendon Capital Advisors
Key Largo,
Florida
| – | -$472K | -40,000 | Closed |
|
78
Jane Street
New York
| – | -$148K | -12,584 | Closed |
|
|
HW
79
Hancock Whitney
Gulfport,
Mississippi
| – | -$121K | -10,231 | Closed |
|
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.