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Oportun Financial
OPRT

Overview Fund Activity

55 hedge funds and large institutions have $315M invested in Oportun Financial in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 21 closing their positions.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
12
Reduced
5
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$14M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$80.4M
3
Wells Fargo
3
Wells Fargo
California
$5.56M
4
BlackRock
4
BlackRock
New York
$20.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$474K
3
EMG
3
Ellington Management Group
Connecticut
$0
4
SCM
4
Shoals Capital Management
Virginia
$0
5
MS
5
Maven Securities
Jersey
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$15K 623 +623 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$12K 503 +503 New
GWM
53
Geneos Wealth Management
Colorado
$6K 270 +270 New
FHA
54
First Horizon Advisors
Tennessee
$5K 212 +212 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2K 98 – –
Alyeska Investment Group
56
Alyeska Investment Group
Illinois
– – -275,883 Closed
EMG
57
Ellington Management Group
Connecticut
– – -120,700 Closed
SCM
58
Shoals Capital Management
Virginia
– – -116,568 Closed
GC
59
Gillson Capital
Illinois
– – -107,943 Closed
MWNA
60
Marshall Wace North America
New York
– – -100,000 Closed
WAM
61
Weiss Asset Management
Massachusetts
– – -100,000 Closed
Norges Bank
62
Norges Bank
Norway
– – -75,000 Closed
Wellington Management Group
63
Wellington Management Group
Massachusetts
– – -61,499 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– – -50,000 Closed
HI
65
HBK Investments
Texas
– – -50,000 Closed
MIM
66
Monashee Investment Management
Massachusetts
– – -40,000 Closed
LCM
67
Laurion Capital Management
New York
– – -40,000 Closed
DIM
68
DC Investments Management
Virginia
– – -37,106 Closed
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
– – -25,000 Closed
Point72 Asset Management
70
Point72 Asset Management
Connecticut
– – -25,000 Closed
WMSA
71
Weiss Multi-Strategy Advisers
New York
– – -15,000 Closed
MA
72
MYDA Advisors
New York
– – -14,000 Closed
BCM
73
BlueCrest Capital Management
Jersey
– – -13,000 Closed
SSA
74
Schonfeld Strategic Advisors
New York
– – -10,898 Closed
PHK
75
Point72 Hong Kong
Hong Kong
– – -7,221 Closed
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