Oportun Financial
OPRT
72 hedge funds and large institutions have $59.8M invested in Oportun Financial in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 70 → 72 (+2)
1.02% more ownership
Funds ownership: 58.58% → 59.6% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $60.4M → $59.8M (-$635K)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
73% less call options, than puts
Call options by funds: $95K | Put options by funds: $358K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
+$1.41M |
| 2 |
RC
RBF Capital
San Francisco,
California
|
+$1.29M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1M |
| 4 |
Renaissance Technologies
New York
|
+$348K |
| 5 |
Two Sigma Advisers
New York
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$1.49M |
| 2 |
Morgan Stanley
New York
|
-$578K |
| 3 |
Millennium Management
New York
|
-$314K |
| 4 |
TC
Tejara Capital
London,
United Kingdom
|
-$312K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Charles Schwab
San Francisco,
California
| – | -$37.8K | -13,044 | Closed |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| – | -$4.35K | -1,500 | Closed |
|
78
RhumbLine Advisers
Boston,
Massachusetts
| – | -$3.94K | -1,357 | Closed |
|
79
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.26K | -434 | Closed |
|
OPRT Hedge Fund Activity: Q3 2024 in Review
72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q3 2024, worth a combined $59.8M — down 1.1% from $60.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OPRT positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Acuitas Investments, adding an estimated $1.41M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $1.49M.
- 72 institutional investors held Oportun Financial (OPRT) as of Q3 2024, up from 70 in Q2 2024.
- Funds reported $59.8M of Oportun Financial stock for Q3 2024, down 1.1% quarter-over-quarter.
- 9 funds opened new Oportun Financial positions in Q3 2024 and 7 closed out, a net change of +2 holders.
- The largest Oportun Financial buyer in Q3 2024 was Acuitas Investments, an estimated $1.41M added.
- The largest Oportun Financial seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2024.