OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

116 hedge funds and large institutions have $97.8M invested in Oportun Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 25 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
34
Reduced
41
Closed
25
Calls
$76K
Puts
$395K
Net Calls
-$319K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.08M
2
PWAM
2
Park West Asset Management
California
$2.81M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$4.65M
5
Millennium Management
5
Millennium Management
New York
$2.56M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
ACM
2
Ashford Capital Management
Delaware
$1.63M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$47K
5
Ameriprise
5
Ameriprise
Minnesota
$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$602K -$412K -94,144 -41%
Prudential Financial
27
Prudential Financial
New Jersey
$532K -$168K -38,570 -24%
GCM
28
Graham Capital Management
Connecticut
$496K +$496K +113,690 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$486K +$55K +12,577 +13%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$440K +$127K +29,025 +41%
AI
31
Alphabet Inc
California
$414K – – –
Bank of America
32
Bank of America
North Carolina
$371K +$63.6K +14,587 +21%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$365K -$233K -53,200 -39%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$353K -$226K -51,639 -39%
Federated Hermes
35
Federated Hermes
Pennsylvania
$351K +$220K +50,158 +167%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$335K -$10.5K -2,400 -3%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$313K -$361K -82,370 -54%
Two Sigma Investments
38
Two Sigma Investments
New York
$280K -$235K -53,918 -46%
Invesco
39
Invesco
Georgia
$260K -$12.5K -2,874 -5%
TC
40
TownSquare Capital
Utah
$256K -$37K -8,472 -13%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$253K -$49.4K -11,296 -16%
SEI Investments
42
SEI Investments
Pennsylvania
$248K +$142K +32,412 +134%
OQS
43
Occudo Quantitative Strategies
Florida
$233K +$233K +53,332 New
USPCM
44
Union Square Park Capital Management
New York
$224K +$224K +51,262 New
TI
45
Trexquant Investment
Connecticut
$201K +$201K +46,062 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$198K – – –
MAM
47
Martingale Asset Management
Massachusetts
$186K -$65.7K -14,977 -26%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$183K +$9.95K +2,279 +6%
SSA
49
Schonfeld Strategic Advisors
New York
$181K +$181K +41,500 New
PAM
50
Panagora Asset Management
Massachusetts
$178K – – –
1
2
3 4 5