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Oportun Financial
OPRT

Overview Fund Activity

75 hedge funds and large institutions have $396M invested in Oportun Financial in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.3M
3
BlackRock
3
BlackRock
New York
$54M
4
State Street
4
State Street
Massachusetts
$8.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.98M

Top Sellers

1
CL
1
CRV LLC
California
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$66.6M
3
CCM
3
CAAS Capital Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.01M
5
Wells Fargo
5
Wells Fargo
California
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$203K 10,155 +10,155 New
MLICM
52
Metropolitan Life Insurance Company (MetLife)
New York
$135K 6,727 – –
TRCT
53
Tower Research Capital (TRC)
New York
$100K 4,987 +4,304 +630%
MIM
54
MetLife Investment Management
New Jersey
$72.2K 3,604 -5,702 -61%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$72K 3,580 -245 -6%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$63K 3,130 +841 +37%
UBS Group
57
UBS Group
Switzerland
$36K 1,792 -3,064 -63%
Legal & General Group
58
Legal & General Group
United Kingdom
$34K 1,715 – –
AIP
59
Ameritas Investment Partners
Nebraska
$34K 1,717 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$34K 1,700 +1,700 New
GRP
61
Global Retirement Partners
California
$25K 1,239 +25 +2%
Citigroup
62
Citigroup
New York
$24K 1,192 -317 -21%
Osaic Holdings
63
Osaic Holdings
Arizona
$23K 1,143 -263 -19%
SWM
64
Spire Wealth Management
Virginia
$16K 803 – –
WWM
65
Wolff Wiese Magana
California
$12K 613 – –
CFO
66
CVA Family Office
Colorado
$10K 481 +481 New
APWA
67
Atlas Private Wealth Advisors
New Jersey
$8K 400 – –
GWM
68
Geneos Wealth Management
Colorado
$5K 270 – –
FHA
69
First Horizon Advisors
Tennessee
$4K 212 – –
BCA
70
Berman Capital Advisors
Georgia
$3K 196 – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$2K 92 – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2K 98 – –
FF
73
FourThought Financial
Florida
$2K 128 – –
PA
74
Parallel Advisors
California
$1K 47 +47 New
AIG
75
American International Group
New York
$234 11,686 +161 +1%
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