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.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
65% more capital inflows, than outflows
Capital inflows: $43M | Capital outflows: $26.1M
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ashford Capital Management
Wilmington,
Delaware
|
+$9.6M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$8.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.22M |
| 4 |
BlackRock
New York
|
+$3.83M |
| 5 |
ClearBridge Investments
New York
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$4.48M |
| 2 |
Millennium Management
New York
|
-$1.99M |
| 3 |
Ellington Management Group
Old Greenwich,
Connecticut
|
-$1.96M |
| 4 |
SCM
Shoals Capital Management
Arlington,
Virginia
|
-$1.89M |
| 5 |
Gillson Capital
Chicago,
Illinois
|
-$1.75M |
OPRT Hedge Fund Activity: Q4 2019 in Review
55 of the 5,094 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 $9.6M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $4.48M 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 $9.6M added.
- The largest Oportun Financial seller in Q4 2019 was Alyeska Investment Group, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2019.