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Oportun Financial
OPRT

Overview Fund Activity

79 hedge funds and large institutions have $516M invested in Oportun Financial in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
29
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55.7M
2
ACM
2
Ashford Capital Management
Delaware
$36.3M
3
Invesco
3
Invesco
Georgia
$2.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.6M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$16M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.26M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$1.5M -$975K -38,963 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45M +$1.45M +58,000 New
Bank of America
28
Bank of America
North Carolina
$1.29M -$35.4K -1,415 -3%
Stifel Financial
29
Stifel Financial
Missouri
$1.28M +$92.1K +3,680 +8%
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.26M -$1.24M -49,672 -50%
TC
31
TownSquare Capital
Utah
$1.2M +$286K +11,428 +31%
Citadel Advisors
32
Citadel Advisors
Florida
$769K -$86.6K -3,463 -10%
LPL Financial
33
LPL Financial
California
$652K +$69.5K +2,779 +12%
ZIM
34
Zacks Investment Management
Illinois
$625K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$617K +$20.9K +835 +4%
M&T Bank
36
M&T Bank
New York
$567K -$1.43K -57 -0.3%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$564K +$229K +9,173 +68%
SEI Investments
38
SEI Investments
Pennsylvania
$543K +$16.2K +649 +3%
IA
39
IndexIQ Advisors
New York
$543K +$54.4K +2,174 +11%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$528K +$89.5K +3,573 +20%
US Bancorp
41
US Bancorp
Minnesota
$521K -$19.2K -765 -4%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$515K -$59.9K -2,390 -10%
AWS
43
AJ Wealth Strategies
New York
$464K – – –
AQR Capital Management
44
AQR Capital Management
Connecticut
$405K +$151K +6,026 +59%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$366K +$4.44K +177 +1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$347K -$102K -4,085 -23%
SG Americas Securities
47
SG Americas Securities
New York
$314K +$314K +12,533 New
Deutsche Bank
48
Deutsche Bank
Germany
$300K -$4.85K -194 -2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$293K -$426K -17,016 -59%
AIG
50
American International Group
New York
$286K -$6.82K -272 -2%
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