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Oportun Financial
OPRT

Overview Fund Activity

98 hedge funds and large institutions have $440M invested in Oportun Financial in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
36
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.3M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$5.02M
3
ACM
3
Ashford Capital Management
Delaware
$34.3M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$3.79M
5
Millennium Management
5
Millennium Management
New York
$2.94M

Top Sellers

1
GCM
1
Glynn Capital Management
California
$11.9M
2
EC
2
EJF Capital
Virginia
$0
3
BlackRock
3
BlackRock
New York
$45.6M
4
Invesco
4
Invesco
Georgia
$633K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$423K 20,894 +96 +0.5%
IA
52
IndexIQ Advisors
New York
$413K 20,391 -1,318 -6%
JF
53
Jump Financial
Illinois
$399K 19,700 +19,700 New
SEI Investments
54
SEI Investments
Pennsylvania
$398K 20,154 -1,630 -7%
PP
55
PDT Partners
New York
$374K 18,448 +9,001 +95%
HF
56
HRT Financial
New York
$360K 17,818 +17,818 New
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$354K 17,472 +2,868 +20%
Squarepoint
58
Squarepoint
New York
$285K 14,071 +14,071 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$281K 13,881 +9 +0.1%
PI
60
Putnam Investments
Massachusetts
$268K 13,246 +13,246 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K 13,100 -44,900 -77%
Deutsche Bank
62
Deutsche Bank
Germany
$256K 12,657 +658 +5%
CS
63
Credit Suisse
Switzerland
$254K 12,603 +12,603 New
ECM
64
ExodusPoint Capital Management
New York
$234K 11,556 +11,556 New
AIG
65
American International Group
New York
$228K 11,245 -169 -1%
UBS Group
66
UBS Group
Switzerland
$224K 11,061 +10,320 +1,393%
PPA
67
Parametric Portfolio Associates
Washington
$217K 10,694 +10,694 New
BTWM
68
Baker Tilly Wealth Management
Wisconsin
$211K 10,404 +718 +7%
Citigroup
69
Citigroup
New York
$151K 7,433 +5,142 +224%
MIM
70
MetLife Investment Management
New Jersey
$150K 7,407 – –
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$136K 6,727 – –
SG Americas Securities
72
SG Americas Securities
New York
$118K 5,843 -6,690 -53%
Legal & General Group
73
Legal & General Group
United Kingdom
$104K 5,158 +3,443 +201%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$94K 4,578 +1,448 +46%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$83K 4,134 +1,462 +55%
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3
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