Oportun Financial
OPRT
92 hedge funds and large institutions have $132M invested in Oportun Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 30 closing their positions.
49% more capital invested
Capital invested by funds: $88.7M → $132M (+$43.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.32% less ownership
Funds ownership: 68.73% → 65.4% (-3.3%)
5% less funds holding
Funds holding: 97 → 92 (-5)
17% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 30
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.15M |
| 2 |
Millennium Management
New York
|
+$2.56M |
| 3 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$1.58M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$617K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.12M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.32M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$898K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$825K |
| 5 |
State Street
Boston,
Massachusetts
|
-$755K |
OPRT Hedge Fund Activity: Q2 2023 in Review
92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q2 2023, worth a combined $132M — up 49% from $88.7M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of OPRT and 25 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 25 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $4.15M. The largest seller was BlackRock, cutting an estimated $7.12M.
- 92 institutional investors held Oportun Financial (OPRT) as of Q2 2023, down from 97 in Q1 2023.
- Funds reported $132M of Oportun Financial stock for Q2 2023, up 49% quarter-over-quarter.
- 25 funds opened new Oportun Financial positions in Q2 2023 and 30 closed out, a net change of -5 holders.
- The largest Oportun Financial buyer in Q2 2023 was Bank of Montreal, an estimated $4.15M added.
- The largest Oportun Financial seller in Q2 2023 was BlackRock, an estimated $7.12M sold.
Based on aggregated 13F filings for Q2 2023.