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Oportun Financial
OPRT

Overview Fund Activity

87 hedge funds and large institutions have $83.1M invested in Oportun Financial in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
40
Reduced
19
Closed
23
Calls
$23K
Puts
$4K
Net Calls
+$19K
Net Calls Change
-$15K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
USPCM
3
Union Square Park Capital Management
New York
$1.44M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.28M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$18.2K
2
PWAM
2
Park West Asset Management
California
$2.21M
3
AI
3
Acuitas Investments
Washington
$0
4
Invesco
4
Invesco
Georgia
$420K
5
MA
5
Madrone Advisors
California
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$682K +$280K +71,600 +70%
BFG
27
Berger Financial Group
Minnesota
$614K – – –
GCP
28
GSA Capital Partners
United Kingdom
$549K +$470K +120,362 +598%
Citadel Advisors
29
Citadel Advisors
Florida
$461K -$159K -40,601 -26%
Goldman Sachs
30
Goldman Sachs
New York
$460K +$284K +72,692 +162%
Walleye Capital
31
Walleye Capital
New York
$457K +$239K +61,161 +110%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$439K +$439K +111,929 New
JF
33
Jump Financial
Illinois
$432K +$336K +85,895 +350%
Invesco
34
Invesco
Georgia
$420K -$1.33M -339,014 -76%
Bank of America
35
Bank of America
North Carolina
$389K +$211K +53,987 +119%
State Street
36
State Street
Massachusetts
$377K -$929K -237,539 -71%
Cerity Partners
37
Cerity Partners
New York
$371K +$276K +70,608 +291%
EF
38
Empowered Funds
Pennsylvania
$352K +$31.5K +8,064 +10%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$338K -$115K -29,300 -25%
Barclays
40
Barclays
United Kingdom
$328K +$184K +46,934 +127%
GC
41
Globeflex Capital
California
$320K +$233K +59,700 +270%
Federated Hermes
42
Federated Hermes
Pennsylvania
$316K +$120K +30,611 +61%
Jane Street
43
Jane Street
New York
$308K +$308K +78,891 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$307K +$125K +32,045 +69%
CSS
45
Cubist Systematic Strategies
Connecticut
$271K +$62.3K +15,930 +30%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$150K +38,366 +140%
American Century Companies
47
American Century Companies
Missouri
$236K -$46.8K -11,968 -17%
Northern Trust
48
Northern Trust
Illinois
$219K +$22.2K +5,674 +11%
FAM
49
Flaharty Asset Management
Florida
$156K +$141K +36,000 +900%
DV
50
DAG Ventures
California
$150K +$150K +38,452 New
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