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Oportun Financial
OPRT

Overview Fund Activity

75 hedge funds and large institutions have $396M invested in Oportun Financial in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.3M
3
BlackRock
3
BlackRock
New York
$54M
4
State Street
4
State Street
Massachusetts
$8.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.98M

Top Sellers

1
CL
1
CRV LLC
California
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$66.6M
3
CCM
3
CAAS Capital Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.01M
5
Wells Fargo
5
Wells Fargo
California
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.06M 52,755 -17,139 -25%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.01M 50,593 +50,593 New
Stifel Financial
28
Stifel Financial
Missouri
$952K 47,518 +5,514 +13%
First Trust Advisors
29
First Trust Advisors
Illinois
$896K 44,754 -1,155 -3%
TC
30
TownSquare Capital
Utah
$743K 36,611 +618 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$685K 34,197 +34,197 New
Invesco
32
Invesco
Georgia
$633K 31,577 +896 +3%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$575K 28,706 -1,114 -4%
ZIM
34
Zacks Investment Management
Illinois
$500K 24,955 +24,955 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$477K 23,797 -2,196 -8%
LPL Financial
36
LPL Financial
California
$466K 23,284 +326 +1%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$460K 22,949 -890 -4%
M&T Bank
38
M&T Bank
New York
$456K 22,736 -1,434 -6%
US Bancorp
39
US Bancorp
Minnesota
$431K 21,563 -1,085 -5%
SEI Investments
40
SEI Investments
Pennsylvania
$422K 21,135 +4,611 +28%
IA
41
IndexIQ Advisors
New York
$391K 19,535 -295 -1%
AWS
42
AJ Wealth Strategies
New York
$371K 18,534 – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$360K 17,957 +157 +0.9%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$351K 17,510 -180 -1%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$289K 14,427 +3,078 +27%
HighTower Advisors
46
HighTower Advisors
Illinois
$274K 13,441 +447 +3%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$268K 13,395 +10,762 +409%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K 12,579 +1,217 +11%
Deutsche Bank
49
Deutsche Bank
Germany
$244K 12,193 -397 -3%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$204K 10,161 +10,161 New
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