Oportun Financial
OPRT
97 hedge funds and large institutions have $88.7M invested in Oportun Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 35 closing their positions.
1.57% less ownership
Funds ownership: 70.3% → 68.73% (-1.6%)
19% less funds holding
Funds holding: 120 → 97 (-23)
22% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 36
31% less capital invested
Capital invested by funds: $128M → $88.7M (-$39.4M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
66% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 35
96% less call options, than puts
Call options by funds: $9K | Put options by funds: $202K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
+$11.5M |
| 2 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$4.18M |
| 3 |
TC
Tejara Capital
London,
United Kingdom
|
+$1.72M |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$1.62M |
| 5 |
RC
RBF Capital
San Francisco,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.87M |
| 2 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$5.2M |
| 3 |
ClearBridge Investments
New York
|
-$4.83M |
| 4 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$2.02M |
| 5 |
HV
HST Ventures
Park City,
Utah
|
-$1.02M |
OPRT Hedge Fund Activity: Q1 2023 in Review
97 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q1 2023, worth a combined $88.7M — down 31% from $128M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of OPRT and 12 opened new positions — a net loss of 23 holders — while 36 trimmed existing stakes and 28 added.
The largest buyer was EMG Holdings, adding an estimated $11.5M. The largest seller was Wellington Management Group, exiting entirely with an estimated $5.87M sold.
- 97 institutional investors held Oportun Financial (OPRT) as of Q1 2023, down from 120 in Q4 2022.
- Funds reported $88.7M of Oportun Financial stock for Q1 2023, down 31% quarter-over-quarter.
- 12 funds opened new Oportun Financial positions in Q1 2023 and 35 closed out, a net change of -23 holders.
- The largest Oportun Financial buyer in Q1 2023 was EMG Holdings, an estimated $11.5M added.
- The largest Oportun Financial seller in Q1 2023 was Wellington Management Group, an estimated $5.87M sold.
Based on aggregated 13F filings for Q1 2023.