OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

91 hedge funds and large institutions have $158M invested in Oportun Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
30
Reduced
26
Closed
18
Calls
$40K
Puts
$6K
Net Calls
+$34K
Net Calls Change
-$12K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.89M
2
Invesco
2
Invesco
Georgia
$3.22M
3
AI
3
Acuitas Investments
Washington
$2.08M
4
BlackRock
4
BlackRock
New York
$10.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.62M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
IVMX
2
Institutional Venture Management XIV
California
$22M
3
Millennium Management
3
Millennium Management
New York
$4.8M
4
EH
4
EMG Holdings
Connecticut
$18M
5
PWAM
5
Park West Asset Management
California
$9.7M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$835K 115,700 -33,200 -22%
ClearBridge Investments
27
ClearBridge Investments
New York
$798K 110,560 -37,815 -25%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$782K 108,300 +108,300 New
Renaissance Technologies
29
Renaissance Technologies
New York
$743K 102,900 -49,769 -33%
Two Sigma Investments
30
Two Sigma Investments
New York
$672K 93,028 +62,228 +202%
Citigroup
31
Citigroup
New York
$646K 89,450 +89,040 +21,717%
EF
32
Empowered Funds
Pennsylvania
$592K 82,018 +40,477 +97%
Marshall Wace
33
Marshall Wace
United Kingdom
$575K 79,632 +64,832 +438%
Charles Schwab
34
Charles Schwab
California
$558K 77,344 – –
Bank of New York Mellon
35
Bank of New York Mellon
New York
$551K 76,347 +2,865 +4%
American Century Companies
36
American Century Companies
Missouri
$523K 72,406 -43,108 -37%
Daiwa Securities Group
37
Daiwa Securities Group
Japan
$418K 57,895 – –
Walleye Capital
38
Walleye Capital
New York
$402K 55,699 +37,585 +207%
CSS
39
Cubist Systematic Strategies
Connecticut
$386K 53,492 +3,519 +7%
Northern Trust
40
Northern Trust
Illinois
$364K 50,356 +3,414 +7%
Federated Hermes
41
Federated Hermes
Pennsylvania
$362K 50,189 -29,811 -37%
TI
42
Trexquant Investment
Connecticut
$347K 48,069 +48,069 New
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$335K 46,386 -8,777 -16%
Bank of America
44
Bank of America
North Carolina
$328K 45,387 +43,120 +1,902%
Goldman Sachs
45
Goldman Sachs
New York
$324K 44,938 +5,348 +14%
TC
46
TownSquare Capital
Utah
$318K 44,039 -1,995 -4%
SEI Investments
47
SEI Investments
Pennsylvania
$280K 38,771 – –
Barclays
48
Barclays
United Kingdom
$267K 36,952 +21,071 +133%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$238K 32,980 +32,980 New
Connor, Clark & Lunn Investment Management (CC&L)
50
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$198K 27,455 +27,455 New
1
2
3 4 5