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Oportun Financial

70 hedge funds and large institutions have $218M invested in Oportun Financial in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
31
Reduced
6
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HW
51
Hancock Whitney
Mississippi
$138K 10,231 +10,231 New
MIM
52
MetLife Investment Management
New Jersey
$135K 10,066 +10,066 New
Deutsche Bank
53
Deutsche Bank
Germany
$120K 8,949 +6,423 +254%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$93.4K 6,951 +6,951 New
UBS Group
55
UBS Group
Switzerland
$91K 6,763 +464 +7%
Citigroup
56
Citigroup
New York
$38K 2,854 +712 +33%
Legal & General Group
57
Legal & General Group
United Kingdom
$33K 2,447 +1,484 +154%
TRCT
58
Tower Research Capital (TRC)
New York
$27K 2,033 +678 +50%
SO
59
STRS Ohio
Ohio
$25K 1,900
AIP
60
Ameritas Investment Partners
Nebraska
$23K 1,717 +1,094 +176%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$19K 1,542 +1,542 New
Osaic Holdings
62
Osaic Holdings
Arizona
$15K 1,108
GRP
63
Global Retirement Partners
California
$13K 967 +197 +26%
APWA
64
Atlas Private Wealth Advisors
New Jersey
$5K 400 +400 New
GWM
65
Geneos Wealth Management
Colorado
$3K 270
FHA
66
Flagship Harbor Advisors
Massachusetts
$3K 237 +237 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K 98
FHA
68
First Horizon Advisors
Tennessee
$2K 212
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$2K 92 +92 New
BCA
70
Berman Capital Advisors
Georgia
$2K 196 +196 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
-1,705,796 Closed
PI
72
Putnam Investments
Massachusetts
-1,693,949 Closed
Ameriprise
73
Ameriprise
Minnesota
-60,536 Closed
CRC
74
Curi RMB Capital
Illinois
-53,215 Closed
Citadel Advisors
75
Citadel Advisors
Florida
-34,914 Closed