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Oportun Financial
OPRT

Overview Fund Activity

75 hedge funds and large institutions have $350M invested in Oportun Financial in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
33
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
1
CRV LLC
California
$15.9M
2
ACM
2
Ashford Capital Management
Delaware
$23.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.99M
4
BCM
4
Bridgeway Capital Management
Texas
$2.32M
5
BlackRock
5
BlackRock
New York
$38.2M

Top Sellers

1
BP
1
BBR Partners
New York
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$69.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$2.43M
4
MCA
4
Mendon Capital Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239K 12,326 +243 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$236K 12,032 +484 +4%
JI
53
Jeereddi Investments
California
$213K 11,000 – –
HSBC Holdings
54
HSBC Holdings
United Kingdom
$196K 10,293 +10,293 New
MIM
55
MetLife Investment Management
New Jersey
$195K 10,066 – –
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$135K 6,951 – –
Russell Investments Group
57
Russell Investments Group
United Kingdom
$127K 6,563 – –
UBS Group
58
UBS Group
Switzerland
$96K 4,938 +4,323 +703%
Citigroup
59
Citigroup
New York
$78K 4,038 +2,904 +256%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$54K 3,041 +2,142 +238%
AIP
61
Ameritas Investment Partners
Nebraska
$33K 1,717 – –
Legal & General Group
62
Legal & General Group
United Kingdom
$33K 1,715 – –
TRCT
63
Tower Research Capital (TRC)
New York
$29K 1,492 -17,386 -92%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$29K 1,504 +1,504 New
Osaic Holdings
65
Osaic Holdings
Arizona
$25K 1,339 +231 +21%
GRP
66
Global Retirement Partners
California
$20K 1,047 +80 +8%
WWM
67
Wolff Wiese Magana
California
$12K 613 +613 New
GWM
68
Geneos Wealth Management
Colorado
$10K 540 +270 +100%
APWA
69
Atlas Private Wealth Advisors
New Jersey
$8K 400 – –
FHA
70
First Horizon Advisors
Tennessee
$4K 212 – –
BCA
71
Berman Capital Advisors
Georgia
$3K 196 – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K 98 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2K 92 – –
FF
74
FourThought Financial
Florida
$2K 128 +128 New
AIG
75
American International Group
New York
$223 11,495 -130 -1%
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