Oportun Financial
OPRT
98 hedge funds and large institutions have $440M invested in Oportun Financial in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
89% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more funds holding
Funds holding: 79 → 98 (+19)
3.1% more ownership
Funds ownership: 73.52% → 76.62% (+3.1%)
15% less capital invested
Capital invested by funds: $516M → $440M (-$76.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.38M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$5.8M |
| 3 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$5.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$4.37M |
| 5 |
Millennium Management
New York
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glynn Capital Management
Menlo Park,
California
|
-$14M |
| 2 |
BlackRock
New York
|
-$11.3M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$9.98M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.79M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.05M |
OPRT Hedge Fund Activity: Q4 2021 in Review
98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q4 2021, worth a combined $440M — down 15% from $516M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new OPRT positions and 10 closed out — a net gain of 20 holders — while 36 added to existing stakes and 19 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $8.38M. The largest seller was Glynn Capital Management, cutting an estimated $14M.
- 98 institutional investors held Oportun Financial (OPRT) as of Q4 2021, up from 79 in Q3 2021.
- Funds reported $440M of Oportun Financial stock for Q4 2021, down 15% quarter-over-quarter.
- 30 funds opened new Oportun Financial positions in Q4 2021 and 10 closed out, a net change of +20 holders.
- The largest Oportun Financial buyer in Q4 2021 was Wellington Management Group, an estimated $8.38M added.
- The largest Oportun Financial seller in Q4 2021 was Glynn Capital Management, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2021.