Oportun Financial
OPRT
76 hedge funds and large institutions have $83.5M invested in Oportun Financial in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
40% more capital invested
Capital invested by funds: $59.8M → $83.5M (+$23.7M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 72 → 76 (+4)
0.2% more ownership
Funds ownership: 59.6% → 59.8% (+0.2%)
54% less call options, than puts
Call options by funds: $233K | Put options by funds: $512K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$447K |
| 2 |
AI
Acuitas Investments
Seattle,
Washington
|
+$395K |
| 3 |
Millennium Management
New York
|
+$336K |
| 4 |
D.E. Shaw & Co
New York
|
+$266K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USPCM
Union Square Park Capital Management
New York
|
-$535K |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$428K |
| 3 |
RC
RBF Capital
San Francisco,
California
|
-$301K |
| 4 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$285K |
| 5 |
MA
Madrone Advisors
Menlo Park,
California
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$428K | -152,210 | Closed |
|
77
Amundi
Paris,
France
| – | -$159K | -60,172 | Closed |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$97K | -35,410 | Closed |
|
79
Osaic Holdings
Scottsdale,
Arizona
| – | -$75.6K | -26,891 | Closed |
|
80
Prudential Financial
Newark,
New Jersey
| – | -$50.4K | -17,950 | Closed |
|
|
PP
81
PDT Partners
New York
| – | -$43.3K | -15,409 | Closed |
|
|
XT
82
XTX Topco
George Town,
Cayman Islands
| – | -$29K | -10,322 | Closed |
|
|
CAL
83
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$152 | +47 | New |
|
OPRT Hedge Fund Activity: Q4 2024 in Review
76 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q4 2024, worth a combined $83.5M — up 40% from $59.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OPRT positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $447K. The largest seller was Union Square Park Capital Management, cutting an estimated $535K.
- 76 institutional investors held Oportun Financial (OPRT) as of Q4 2024, up from 72 in Q3 2024.
- Funds reported $83.5M of Oportun Financial stock for Q4 2024, up 40% quarter-over-quarter.
- 12 funds opened new Oportun Financial positions in Q4 2024 and 7 closed out, a net change of +5 holders.
- The largest Oportun Financial buyer in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $447K added.
- The largest Oportun Financial seller in Q4 2024 was Union Square Park Capital Management, an estimated $535K sold.
Based on aggregated 13F filings for Q4 2024.