Oportun Financial
OPRT
63 hedge funds and large institutions have $174M invested in Oportun Financial in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
15% more funds holding
Funds holding: 55 → 63 (+8)
11.84% more ownership
Funds ownership: 49.29% → 61.14% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
45% less capital invested
Capital invested by funds: $315M → $174M (-$140M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$32.5M |
| 2 |
GCM
Glynn Capital Management
Menlo Park,
California
|
+$22.8M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$2.35M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$2.16M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.52M |
| 2 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$1.54M |
| 3 |
Squarepoint
New York
|
-$602K |
| 4 |
MS
Maven Securities
St Helier,
Jersey
|
-$483K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$349K |
OPRT Hedge Fund Activity: Q1 2020 in Review
63 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2020, worth a combined $174M — down 45% from $315M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OPRT positions and 6 closed out — a net gain of 9 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Putnam Investments, opening a new position worth an estimated $32.5M. The largest seller was BlackRock, cutting an estimated $2.52M.
- 63 institutional investors held Oportun Financial (OPRT) as of Q1 2020, up from 55 in Q4 2019.
- Funds reported $174M of Oportun Financial stock for Q1 2020, down 45% quarter-over-quarter.
- 15 funds opened new Oportun Financial positions in Q1 2020 and 6 closed out, a net change of +9 holders.
- The largest Oportun Financial buyer in Q1 2020 was Putnam Investments, an estimated $32.5M added.
- The largest Oportun Financial seller in Q1 2020 was BlackRock, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2020.