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Oportun Financial
OPRT

Overview Fund Activity

77 hedge funds and large institutions have $389M invested in Oportun Financial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
22
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$14.4M
2
BlackRock
2
BlackRock
New York
$49M
3
EC
3
EJF Capital
Virginia
$9.17M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.76M
5
CCM
5
CAAS Capital Management
New York
$2.37M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$70.6M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$14.4M
3
USPCM
3
Union Square Park Capital Management
New York
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$72.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$202K +$202K +9,742 New
MIM
52
MetLife Investment Management
New Jersey
$193K -$15.7K -760 -8%
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$139K -$4.64K -224 -3%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$135K – – –
UBS Group
55
UBS Group
Switzerland
$100K -$1.69K -82 -2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$80K -$339K -16,186 -81%
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$55K +$55K +2,633 New
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$47K +$16.1K +785 +52%
Legal & General Group
59
Legal & General Group
United Kingdom
$36K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$36K – – –
Citigroup
61
Citigroup
New York
$31K -$52K -2,529 -63%
Osaic Holdings
62
Osaic Holdings
Arizona
$29K +$1.38K +67 +5%
GRP
63
Global Retirement Partners
California
$25K +$3.44K +167 +16%
SWM
64
Spire Wealth Management
Virginia
$17K +$17K +803 New
TRCT
65
Tower Research Capital (TRC)
New York
$14K -$16.6K -809 -54%
WWM
66
Wolff Wiese Magana
California
$13K – – –
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$11K -$50.2K -2,494 -82%
APWA
68
Atlas Private Wealth Advisors
New Jersey
$8K – – –
GWM
69
Geneos Wealth Management
Colorado
$5K -$5K -270 -50%
FHA
70
First Horizon Advisors
Tennessee
$4K – – –
BCA
71
Berman Capital Advisors
Georgia
$4K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FF
73
FourThought Financial
Florida
$2K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$2K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$1.62K +$1.62K +78 New
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