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Oportun Financial
OPRT

Overview Fund Activity

63 hedge funds and large institutions have $174M invested in Oportun Financial in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$17.9M
2
GCM
2
Glynn Capital Management
California
$12.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$36.9M
4
ACM
4
Ashford Capital Management
Delaware
$7.41M
5
State Street
5
State Street
Massachusetts
$1.33M

Top Sellers

1
OAM
1
Oxford Asset Management
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$7.7M
3
Squarepoint
3
Squarepoint
New York
$0
4
MS
4
Maven Securities
Jersey
$0
5
SAM
5
Symphony Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$337K 31,955 +5,907 +23%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$334K 31,628 -16,059 -34%
ECM
28
ExodusPoint Capital Management
New York
$305K 28,914 +28,914 New
Renaissance Technologies
29
Renaissance Technologies
New York
$289K 27,360 +27,360 New
AI
30
Atria Investments
North Carolina
$257K 24,318 +1,320 +6%
US Bancorp
31
US Bancorp
Minnesota
$248K 23,498 +4,419 +23%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$218K 20,710 +4,188 +25%
LPL Financial
33
LPL Financial
California
$215K 20,416 +1,267 +7%
WCM
34
Wildcat Capital Management
New York
$194K 18,349 +18,349 New
Neuberger Berman Group
35
Neuberger Berman Group
New York
$188K 17,887 +3,033 +20%
Invesco
36
Invesco
Georgia
$145K 13,778 +13,778 New
Millennium Management
37
Millennium Management
New York
$133K 12,578 -7,343 -37%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$127K 12,134 +9,770 +413%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$122K 11,561 – –
TC
40
TownSquare Capital
Utah
$119K 17,009 -180 -1%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$118K 11,203 +129 +1%
B
42
Bailard
California
$110K 10,400 +10,400 New
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$69K 6,500 – –
UBS Group
44
UBS Group
Switzerland
$66K 6,299 -3,148 -33%
Victory Capital Management
45
Victory Capital Management
Texas
$48K 4,490 +4,490 New
AIG
46
American International Group
New York
$45K 4,293 -247 -5%
Deutsche Bank
47
Deutsche Bank
Germany
$27K 2,526 -144 -5%
Citigroup
48
Citigroup
New York
$23K 2,142 +689 +47%
SMFS
49
Squar Milner Financial Services
California
$22K 2,203 +307 +16%
SO
50
STRS Ohio
Ohio
$20K 1,900 – –
1
2
3