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Oportun Financial
OPRT

Overview Fund Activity

77 hedge funds and large institutions have $389M invested in Oportun Financial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
22
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$14.4M
2
BlackRock
2
BlackRock
New York
$49M
3
EC
3
EJF Capital
Virginia
$9.17M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.76M
5
CCM
5
CAAS Capital Management
New York
$2.37M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$70.6M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$14.4M
3
USPCM
3
Union Square Park Capital Management
New York
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$72.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$1.23M – – –
First Trust Advisors
27
First Trust Advisors
Illinois
$951K +$79.3K +3,830 +9%
Stifel Financial
28
Stifel Financial
Missouri
$870K +$145K +7,001 +20%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$828K -$75.4K -3,642 -8%
TC
30
TownSquare Capital
Utah
$745K +$111K +5,342 +17%
Invesco
31
Invesco
Georgia
$636K +$109K +5,274 +21%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$618K – – –
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$538K -$15.4K -745 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$516K +$104K +5,000 +25%
M&T Bank
35
M&T Bank
New York
$500K -$66.5K -3,217 -12%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$494K -$6.84K -330 -1%
LPL Financial
37
LPL Financial
California
$475K +$14K +679 +3%
US Bancorp
38
US Bancorp
Minnesota
$470K -$17.9K -862 -4%
IA
39
IndexIQ Advisors
New York
$411K +$411K +19,830 New
AWS
40
AJ Wealth Strategies
New York
$384K – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$369K – – –
Neuberger Berman Group
42
Neuberger Berman Group
New York
$367K -$1.6K -77 -0.4%
SEI Investments
43
SEI Investments
Pennsylvania
$342K +$27.3K +1,317 +9%
HighTower Advisors
44
HighTower Advisors
Illinois
$272K +$20.1K +962 +8%
Deutsche Bank
45
Deutsche Bank
Germany
$261K -$24.9K -1,203 -9%
Morgan Stanley
46
Morgan Stanley
New York
$257K -$46.1K -2,225 -15%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$235K -$40.4K -1,950 -15%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K -$19.9K -964 -8%
JI
49
Jeereddi Investments
California
$228K – – –
HSBC Holdings
50
HSBC Holdings
United Kingdom
$202K -$9.86K -479 -5%
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