Oportun Financial
OPRT
112 hedge funds and large institutions have $323M invested in Oportun Financial in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
14% more funds holding
Funds holding: 98 → 112 (+14)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.24% less ownership
Funds ownership: 76.62% → 70.38% (-6.2%)
27% less capital invested
Capital invested by funds: $440M → $323M (-$117M)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $521K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
+$15.7M |
| 2 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$2.45M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$1.54M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$1.42M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$11.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.48M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.57M |
| 4 |
JP Morgan Chase
New York
|
-$1.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.04M |
OPRT Hedge Fund Activity: Q1 2022 in Review
112 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2022, worth a combined $323M — down 27% from $440M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new OPRT positions and 11 closed out — a net gain of 15 holders — while 45 added to existing stakes and 25 trimmed.
The largest buyer was General Catalyst Group Management, opening a new position worth an estimated $15.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $11.4M.
- 112 institutional investors held Oportun Financial (OPRT) as of Q1 2022, up from 98 in Q4 2021.
- Funds reported $323M of Oportun Financial stock for Q1 2022, down 27% quarter-over-quarter.
- 26 funds opened new Oportun Financial positions in Q1 2022 and 11 closed out, a net change of +15 holders.
- The largest Oportun Financial buyer in Q1 2022 was General Catalyst Group Management, an estimated $15.7M added.
- The largest Oportun Financial seller in Q1 2022 was Kayne Anderson Rudnick Investment Management, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2022.