OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

55 hedge funds and large institutions have $315M invested in Oportun Financial in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 21 closing their positions.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
12
Reduced
5
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$14M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$80.4M
3
Wells Fargo
3
Wells Fargo
California
$5.56M
4
BlackRock
4
BlackRock
New York
$20.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$474K
3
EMG
3
Ellington Management Group
Connecticut
$0
4
SCM
4
Shoals Capital Management
Virginia
$0
5
MS
5
Maven Securities
Jersey
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
MS
26
Maven Securities
Jersey
$483K 20,000 -72,745 -78%
Millennium Management
27
Millennium Management
New York
$474K 19,921 -107,776 -84%
LPL Financial
28
LPL Financial
California
$456K 19,149 +1,374 +8%
US Bancorp
29
US Bancorp
Minnesota
$454K 19,079 +19,079 New
TC
30
TownSquare Capital
Utah
$408K 17,189 +2,602 +18%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$393K 16,522 +16,522 New
Neuberger Berman Group
32
Neuberger Berman Group
New York
$353K 14,854 +14,854 New
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$275K 11,561 +11,561 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$264K 11,074 +11,074 New
Morgan Stanley
35
Morgan Stanley
New York
$237K 9,922 +9,922 New
UBS Group
36
UBS Group
Switzerland
$225K 9,447 +8,284 +712%
SAM
37
Symphony Asset Management
California
$221K 9,292 +9,292 New
Marshall Wace
38
Marshall Wace
United Kingdom
$168K 7,055 +7,055 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$155K 6,500 +6,500 New
AIG
40
American International Group
New York
$108K 4,540 +4,540 New
Deutsche Bank
41
Deutsche Bank
Germany
$62K 2,670 +2,670 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$56K 2,364 -28,886 -92%
SMFS
43
Squar Milner Financial Services
California
$45K 1,896 +1,896 New
SO
44
STRS Ohio
Ohio
$45K 1,900 +1,900 New
AG
45
Advisor Group
Arizona
$41K 1,756 +1,756 New
Citigroup
46
Citigroup
New York
$35K 1,453 +1,453 New
Legal & General Group
47
Legal & General Group
United Kingdom
$30K 1,244 +1,244 New
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$24K 1,009 +1,009 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$22K 914 +914 New
GRP
50
Global Retirement Partners
California
$18K 770 – –
1
2
3 4