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Oportun Financial

79 hedge funds and large institutions have $516M invested in Oportun Financial in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284K -$30.9K -1,236 -10%
BTWM
52
Baker Tilly Wealth Management
Wisconsin
$242K +$242K +9,686 New
PP
53
PDT Partners
New York
$236K +$236K +9,447 New
VOYA Investment Management
54
VOYA Investment Management
Georgia
$213K +$213K +8,504 New
MIM
55
MetLife Investment Management
New Jersey
$185K +$95.2K +3,803 +106%
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$168K
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$78K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$67K -$22.8K -908 -25%
Citigroup
59
Citigroup
New York
$57K +$27.3K +1,099 +92%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$43K
Legal & General Group
61
Legal & General Group
United Kingdom
$43K
AIP
62
Ameritas Investment Partners
Nebraska
$43K
Osaic Holdings
63
Osaic Holdings
Arizona
$32K +$4.31K +178 +16%
GRP
64
Global Retirement Partners
California
$30K -$643 -26 -2%
SWM
65
Spire Wealth Management
Virginia
$20K
UBS Group
66
UBS Group
Switzerland
$19K -$26.9K -1,051 -59%
TRCT
67
Tower Research Capital (TRC)
New York
$16K -$110K -4,354 -87%
WWM
68
Wolff Wiese Magana
California
$15K
APWA
69
Atlas Private Wealth Advisors
New Jersey
$10K
GWM
70
Geneos Wealth Management
Colorado
$6K
FHA
71
First Horizon Advisors
Tennessee
$5K
GPA
72
Guidance Point Advisors
Massachusetts
$5K +$5K +217 New
BCA
73
Berman Capital Advisors
Georgia
$4K
FF
74
FourThought Financial
Florida
$3K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$2K