Do Hedge Funds Love Oportun Financial Corporation (OPRT)?
Do Hedge Funds Love Oportun Financial Corporation (OPRT)?
Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first. This is a necessary first step in our investment process because our research has shown that the elite investors' consensus returns have been exceptional. In the following paragraphs, we find out what the billionaire investors and hedge funds think of Oportun Financial Corporation (NASDAQ:OPRT).
在我們花無數小時研究一家公司之前，我們喜歡先分析內部人士、對衝基金和億萬富翁投資者對這隻股票的看法。這是我們投資過程中必要的第一步，因為我們的研究表明，精英投資者的共識回報一直非常出色。在接下來的段落中，我們將瞭解億萬富翁投資者和對衝基金的想法歐波頓金融公司(納斯達克：俄克拉何馬)。
Is Oportun Financial Corporation (NASDAQ: OPRT)a good stock to buy now? Hedge funds are in a bullish mood. The number of bullish hedge fund bets advanced by 4 lately. Our calculations also showed that OPRT isn't among the30 most popular stocks among hedge funds(click for Q1 rankings and see the video for a quick look at the top 5 stocks). Video: Watch our video about the top 5 most popular hedge fund stocks.
是Oportun金融公司(Oportun Financial Corporation：行情)納斯達克: OPRT)現在是一隻值得購買的好股票嗎？對衝基金正處於看漲情緒中。最近，看漲對衝基金的賭注增加了4個。我們的計算還顯示，OPRT不在對衝基金最受歡迎的30只股票之列(點擊查看第一季度排名，查看視頻快速查看前5只股票)。視頻：觀看我們關於最受歡迎的5只對衝基金股票的視頻。
In the financial world there are a large number of tools investors have at their disposal to grade stocks. A pair of the most under-the-radar tools are hedge fund and insider trading indicators. We have shown that, historically, those who follow the top picks of the best fund managers can outperform the broader indices by a solid amount. Insider Monkey's monthly stock picks returned 101% since March 2017 and outperformed the S&P 500 ETFs by more than 58 percentage points. Our short strategy outperformed the S&P 500 short ETFs by 20 percentage points annually (see the details here). That's why we believe hedge fund sentiment is a useful indicator that investors should pay attention to.
在金融界，投資者有大量工具可以用來給股票評級。最不為人注意的兩種工具是對衝基金和內幕交易指標。我們已經證明，從歷史上看，那些追隨最優秀基金經理的人的表現可以比更廣泛的指數高出很多。自2017年3月以來，Insider Monkey的月度選股回報率為101%，表現優於標準普爾500指數ETF漲幅超過58個百分點。我們的做空策略每年的表現比標準普爾500指數做空ETF高出20個百分點(詳情請看這裏)。這就是為什麼我們認為對衝基金情緒是一個有用的指標，投資者應該注意。
[caption id="attachment_27209" align="aligncenter" width="394"] Jim Simons Founder of Renaissance Technologies[/caption]
[Caption id=“Attach_27209”Align=“AlignCenter”Width=“394”]復興科技公司創始人吉姆·西蒙斯[/標題]
At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, We take a look at lists like the 10 most profitable companies in the world to identify the compounders that are likely to deliver double digit returns. We interview hedge fund managers and ask them about their best ideas. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. For example we are checking out stocks recommended/scorned by legendary Bill Miller . Our best call in 2020 was shorting the market when the S&P 500 was trading at 3150 in February after realizing the coronavirus pandemic’s significance before most investors. Keeping this in mind we're going to take a glance at the fresh hedge fund action surrounding Oportun Financial Corporation (NASDAQ:OPRT).
在Insider Monkey，我們不遺餘力地尋找下一個偉大的投資想法。例如，我們來看一下這10個列表世界上最賺錢的公司找出有可能帶來兩位數回報的複利公司。我們採訪對衝基金經理，詢問他們最好的想法。我們閲讀對衝基金投資者的信件，並在對衝基金會議上聽取股票推介。例如，我們正在查看推薦/鄙視的股票傳奇人物比爾·米勒。我們在2020年最好的決策是做空市場，當時標準普爾500指數在2月份的交易價格為3,150點，此前我們意識到冠狀病毒™在大多數投資者面前的重要性。記住這一點，我們將瀏覽一下圍繞波頓金融公司(納斯達克：OPRT)的新對衝基金行動。
How are hedge funds trading Oportun Financial Corporation (NASDAQ:OPRT)?
對衝基金如何交易波頓金融公司(納斯達克：OPRT)？
Heading into the second quarter of 2020, a total of 8 of the hedge funds tracked by Insider Monkey held long positions in this stock, a change of 100% from the fourth quarter of 2019. By comparison, 0 hedge funds held shares or bullish call options in OPRT a year ago. With hedge funds' sentiment swirling, there exists a select group of key hedge fund managers who were boosting their stakes significantly (or already accumulated large positions).
進入2020年第二季度，Insider Monkey追蹤的對衝基金中共有8家持有這隻股票的多頭頭寸，與2019年第四季度相比變化了100%。相比之下，一年前對衝基金持有OPRT的股票或看漲期權。隨着對衝基金情緒的波動，有一批精選的關鍵對衝基金經理正在大幅增持股份(或者已經積累了大量頭寸)。
Among these funds,Mendon Capital Advisorsheld the most valuable stake in Oportun Financial Corporation (NASDAQ:OPRT), which was worth $1.4 million at the end of the third quarter. On the second spot was Citadel Investment Group which amassed $0.4 million worth of shares. D E Shaw, ExodusPoint Capital, and Renaissance Technologies were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Mendon Capital Advisors allocated the biggest weight to Oportun Financial Corporation (NASDAQ:OPRT), around 0.69% of its 13F portfolio.Wildcat Capital Managementis also relatively very bullish on the stock, dishing out 0.09 percent of its 13F equity portfolio to OPRT.
在這些基金中，Mendon Capital Advisorsheld持有波頓金融公司(納斯達克：OPRT)最有價值的股份，第三季度末價值140萬美元。排在第二位的是Citadel Investment Group，該集團持有價值40萬美元的股票。D E Shaw、ExodusPoint Capital和復興科技也非常喜歡該股，成為該公司最大的對衝基金持有者之一。就每個頭寸的投資組合權重而言，Mendon Capital Advisors給予Oportun Financial Corporation(納斯達克：OPRT)的權重最大，約佔其13F投資組合的0.69%。Wildcat Capital Management也相對非常看好該股，將其13F股票投資組合的0.09%分配給OPRT。
As aggregate interest increased, specific money managers were breaking ground themselves. Citadel Investment Group, managed by Ken Griffin, initiated the most valuable position in Oportun Financial Corporation (NASDAQ:OPRT). Citadel Investment Group had $0.4 million invested in the company at the end of the quarter. Michael Gelband'sExodusPoint Capitalalso made a $0.3 million investment in the stock during the quarter. The other funds with new positions in the stock are Renaissance Technologies, Leonard A. Potter's Wildcat Capital Management, and Thomas Bailard'sBailard Inc.
隨着總利息的增加，特定的基金經理自己也在破土動工。由肯·格里芬管理的城堡投資集團啟動了在波頓金融公司(納斯達克：OPRT)最有價值的職位。截至季度末，Citadel Investment Group向該公司投資了40萬美元。邁克爾·蓋爾班德的ExodusPoint Capital在本季度也對該股進行了30萬美元的投資。其他持有該股新頭寸的基金包括復興技術公司、倫納德·A·波特的Wildcat Capital Management和託馬斯·貝拉德的Bailard Inc.。
Let's also examine hedge fund activity in other stocks similar to Oportun Financial Corporation (NASDAQ:OPRT). We will take a look at Calithera Biosciences Inc (NASDAQ:CALA), Peoples Financial Services Corp. (NASDAQ:PFIS), Tidewater Inc. (NYSE:TDW), and The Children's Place Inc. (NASDAQ:PLCE). This group of stocks' market valuations resemble OPRT's market valuation.
讓我們也看看類似納斯達克(OPRT)的其他股票中的對衝基金活動。我們來看看卡利瑟拉生物科學公司(納斯達克：卡拉)，人民金融服務公司。(納斯達克：PFIS)，潮水公司。(紐約證券交易所代碼：TDW)，以及兒童遊樂場公司。(納斯達克：PLCE)。這組股票的市值與OPRT的市值相似。
[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CALA,12,71096,-2 PFIS,1,3174,0 TDW,8,56765,-2 PLCE,18,93619,-7 Average,9.75,56164,-2.75 [/table]
[表格]股票代碼，有位置的高頻數量，高頻位置的總值(X1000)，高頻位置的變化CALA，12,71096，-2 PPI，1,3174，0 TDW，8,56765，-2 PLCE，18,93619，-7平均值，9.75,56164，-2.75[/表]
View table hereif you experience formatting issues.
如果您遇到格式問題，請查看此處的表格。
As you can see these stocks had an average of 9.75 hedge funds with bullish positions and the average amount invested in these stocks was $56 million. That figure was $3 million in OPRT's case. The Children's Place Inc. (NASDAQ:PLCE) is the most popular stock in this table. On the other hand Peoples Financial Services Corp. (NASDAQ:PFIS) is the least popular one with only 1 bullish hedge fund positions. Oportun Financial Corporation (NASDAQ:OPRT) is not the least popular stock in this group but hedge fund interest is still below average. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 41.4% in 2019 and outperformed the S&P 500 ETF (SPY) by 10.1 percentage points. These stocks gained 12.2% in 2020 through June 17th and still beat the market by 14.8 percentage points. A small number of hedge funds were also right about betting on OPRT as the stock returned 26.5% during the second quarter and outperformed the market by an even larger margin.
正如你所看到的，這些股票平均有9.75只持有看漲頭寸的對衝基金，平均投資於這些股票的金額為5600萬美元。在OPRT的案例中，這一數字是300萬美元。兒童樂園公司(納斯達克代碼：PLCE)是這張表格中最受歡迎的股票。另一方面，人民金融服務股份有限公司(納斯達克：PFIS)是最不受歡迎的，只有1只看漲對衝基金頭寸。波頓金融公司(納斯達克：OPRT)不是這類股票中最不受歡迎的股票，但對衝基金的興趣仍然低於平均水平。我們的計算顯示，對衝基金中最受歡迎的10只股票在2019年的回報率為41.4%，表現比標準普爾500指數ETF(標普500ETF)高出10.1個百分點。截至6月17日，這些股票在2020年上漲了12.2%，但仍比大盤高出14.8個百分點。少數對衝基金對OPRT的押注也是正確的，該股在第二季度的回報率為26.5%，表現優於大盤，幅度更大。
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Disclosure: None. This article was originally published atInsider Monkey.
披露：沒有。本文最初發表在《內幕猴子》雜誌上。
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