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Oportun Financial
OPRT

Overview Fund Activity

76 hedge funds and large institutions have $49.3M invested in Oportun Financial in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
24
Reduced
32
Closed
17
Calls
$42K
Puts
$167K
Net Calls
-$125K
Net Calls Change
-$144K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$1.7M
2
USPCM
2
Union Square Park Capital Management
New York
$1.84M
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$3.99M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$818K

Top Sellers

1
PWAM
1
Park West Asset Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$864K
3
TC
3
Tejara Capital
United Kingdom
$439K
4
BlackRock
4
BlackRock
New York
$2.94M
5
EH
5
EMG Holdings
Connecticut
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
26
Marshall Wace
United Kingdom
$436K 179,332 -56,669 -24%
BFG
27
Berger Financial Group
Minnesota
$427K 175,610 +18,512 +12%
Invesco
28
Invesco
Georgia
$397K 163,310 +55,954 +52%
Jane Street
29
Jane Street
New York
$336K 138,446 +59,555 +75%
EF
30
Empowered Funds
Pennsylvania
$237K 97,432 +7,350 +8%
State Street
31
State Street
Massachusetts
$234K 96,483 – –
Federated Hermes
32
Federated Hermes
Pennsylvania
$219K 90,000 +9,200 +11%
GC
33
Globeflex Capital
California
$199K 81,800 – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$194K 79,664 +55,977 +236%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$180K 74,010 -4,421 -6%
Citadel Advisors
36
Citadel Advisors
Florida
$178K 73,163 -44,612 -38%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$157K 63,110 -48,819 -44%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$145K 59,809 -6,012 -9%
Northern Trust
39
Northern Trust
Illinois
$140K 57,756 +1,726 +3%
SIA
40
SkyView Investment Advisors
New Jersey
$128K 52,500 +52,500 New
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$127K 52,327 +52,327 New
GCP
42
GSA Capital Partners
United Kingdom
$126K 51,865 -88,634 -63%
Barclays
43
Barclays
United Kingdom
$125K 51,325 -32,561 -39%
Squarepoint
44
Squarepoint
New York
$115K 47,477 +11,065 +30%
American Century Companies
45
American Century Companies
Missouri
$107K 44,046 -16,392 -27%
Bank of America
46
Bank of America
North Carolina
$104K 42,754 -56,620 -57%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$104K 42,700 -43,700 -51%
DV
48
DAG Ventures
California
$93.4K 38,452 – –
Ameriprise
49
Ameriprise
Minnesota
$90.6K 37,279 +3,383 +10%
Goldman Sachs
50
Goldman Sachs
New York
$85.1K 35,040 -82,590 -70%
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