Oportun Financial
OPRT
68 hedge funds and large institutions have $191M invested in Oportun Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 6 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 59.63% → 59.27% (-0.37%)
3% less funds holding
Funds holding: 70 → 68 (-2)
12% less capital invested
Capital invested by funds: $218M → $191M (-$26.5M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.94M |
| 2 |
BP
BBR Partners
New York
|
+$972K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$658K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$590K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$2.49M |
| 2 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$1.71M |
| 3 |
Morgan Stanley
New York
|
-$617K |
| 4 |
Goldman Sachs
New York
|
-$349K |
| 5 |
Millennium Management
New York
|
-$290K |
OPRT Hedge Fund Activity: Q3 2020 in Review
68 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q3 2020, worth a combined $191M — down 12% from $218M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OPRT and 4 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 22 added.
The largest buyer was Vanguard Group, adding an estimated $1.94M. The largest seller was Blackstone Inc, exiting entirely with an estimated $2.49M sold.
- 68 institutional investors held Oportun Financial (OPRT) as of Q3 2020, down from 70 in Q2 2020.
- Funds reported $191M of Oportun Financial stock for Q3 2020, down 12% quarter-over-quarter.
- 4 funds opened new Oportun Financial positions in Q3 2020 and 6 closed out, a net change of -2 holders.
- The largest Oportun Financial buyer in Q3 2020 was Vanguard Group, an estimated $1.94M added.
- The largest Oportun Financial seller in Q3 2020 was Blackstone Inc, an estimated $2.49M sold.
Based on aggregated 13F filings for Q3 2020.