We are live on ! Find out more
OPRT icon

Oportun Financial
OPRT

70 hedge funds and large institutions have $60.4M invested in Oportun Financial in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $49.3M → $60.4M (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.72% less ownership

Funds ownership: 59.3% → 58.58% (-0.72%)

8% less funds holding

Funds holding: 76 → 70 (-6)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

91% less call options, than puts

Call options by funds: $40K | Put options by funds: $428K

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
22
Reduced
29
Closed
13
Calls
$40K
Puts
$428K
Net Calls
-$388K
Net Calls Change
-$263K

Top Buyers

Rank Fund Capital Flow
1
FCM
Findell Capital Management
New York
+$4.39M
2
BFM
Boothbay Fund Management
New York
+$2.27M
3
AI
Acuitas Investments
Washington
+$1.65M
4
Millennium Management
Millennium Management
New York
+$954K
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$385K

Top Sellers

Rank Fund Capital Flow
1
EH
EMG Holdings
Connecticut
-$4.54M
2
BlackRock
BlackRock
New York
-$1.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$839K
4
Stifel Financial
Stifel Financial
Missouri
-$818K
5
Jane Street
Jane Street
New York
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
Findell Capital Management
New York
$10.1M +$4.39M +1,448,600 +72%
LFCM
2
Long Focus Capital Management
Puerto Rico
$5.05M +$301K +99,197 +6%
Millennium Management
3
Millennium Management
New York
$4.37M +$954K +314,553 +26%
BFM
4
Boothbay Fund Management
New York
$4.2M +$2.27M +750,000 +107%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.81M +$64.1K +21,148 +2%
BlackRock
6
BlackRock
New York
$2.46M -$1.1M -362,935 -30%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$2.27M -$95.4K -31,467 -4%
EH
8
EMG Holdings
Connecticut
$2.06M -$4.54M -1,498,269 -68%
USPCM
9
Union Square Park Capital Management
New York
$2.01M -$194K -63,925 -8%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$1.93M +$385K +127,118 +24%
MA
11
Madrone Advisors
California
$1.81M – – –
GCM
12
Glynn Capital Management
California
$1.71M – – –
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.69M -$12K -3,945 -0.7%
SC
14
Summa Corp
Texas
$1.64M – – –
AI
15
Acuitas Investments
Washington
$1.58M +$1.65M +543,634 New
RC
16
RBF Capital
California
$1.55M – – –
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.01M +$121K +39,800 +13%
BCM
18
Bridgeway Capital Management
Texas
$933K +$22.9K +7,560 +2%
Two Sigma Investments
19
Two Sigma Investments
New York
$903K +$123K +40,530 +15%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$861K -$19.5K -6,446 -2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$801K +$44.4K +14,658 +6%
Marshall Wace
22
Marshall Wace
United Kingdom
$797K +$290K +95,637 +53%
Morgan Stanley
23
Morgan Stanley
New York
$763K -$279K -92,164 -26%
Renaissance Technologies
24
Renaissance Technologies
New York
$658K +$95.2K +31,415 +16%
BFG
25
Berger Financial Group
Minnesota
$509K – – –
1
2 3 4

OPRT Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q2 2024, worth a combined $60.4M — up 23% from $49.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OPRT and 7 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Findell Capital Management, adding an estimated $4.39M. The largest seller was EMG Holdings, cutting an estimated $4.54M.

  • 70 institutional investors held Oportun Financial (OPRT) as of Q2 2024, down from 76 in Q1 2024.
  • Funds reported $60.4M of Oportun Financial stock for Q2 2024, up 23% quarter-over-quarter.
  • 7 funds opened new Oportun Financial positions in Q2 2024 and 13 closed out, a net change of -6 holders.
  • The largest Oportun Financial buyer in Q2 2024 was Findell Capital Management, an estimated $4.39M added.
  • The largest Oportun Financial seller in Q2 2024 was EMG Holdings, an estimated $4.54M sold.

Based on aggregated 13F filings for Q2 2024.