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Oportun Financial
OPRT

Overview Fund Activity

116 hedge funds and large institutions have $97.8M invested in Oportun Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 25 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
34
Reduced
41
Closed
25
Calls
$76K
Puts
$395K
Net Calls
-$319K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.08M
2
PWAM
2
Park West Asset Management
California
$2.81M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$4.65M
5
Millennium Management
5
Millennium Management
New York
$2.56M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
ACM
2
Ashford Capital Management
Delaware
$1.63M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$47K
5
Ameriprise
5
Ameriprise
Minnesota
$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Dupont Capital Management
Delaware
$174K +$174K +39,764 New
NYLIM
52
New York Life Investment Management
New York
$153K +$11.2K +2,573 +8%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$148K -$516K -117,871 -78%
RC
54
RBF Capital
California
$144K +$144K +33,029 New
American Century Companies
55
American Century Companies
Missouri
$137K +$137K +31,244 New
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$133K +$133K +30,387 New
Ameriprise
57
Ameriprise
Minnesota
$124K -$1.29M -297,558 -91%
CSS
58
Cubist Systematic Strategies
Connecticut
$124K -$95.2K -21,808 -43%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$122K -$4.96K -1,136 -4%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$116K +$116K +26,658 New
M&T Bank
61
M&T Bank
New York
$110K +$7.13K +1,618 +7%
AP
62
Adero Partners
California
$110K +$110K +25,818 New
EGM
63
Engineers Gate Manager
New York
$107K -$190K -43,638 -64%
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$98K +$12K +2,742 +14%
LPL Financial
65
LPL Financial
California
$97K -$135K -30,934 -58%
Man Group
66
Man Group
United Kingdom
$94K +$94K +21,403 New
Citadel Advisors
67
Citadel Advisors
Florida
$89K -$388K -88,338 -81%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$88K +$88K +20,247 New
RJA
69
Raymond James & Associates
Florida
$84K -$8.48K -1,945 -9%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$82K -$1.23K -280 -1%
AG
71
Algert Global
California
$82K +$82K +18,650 New
US Bancorp
72
US Bancorp
Minnesota
$68K -$8.28K -1,905 -11%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$67K -$62.7K -14,281 -48%
RA
74
Royce & Associates
New York
$66K +$66K +15,125 New
CS
75
Credit Suisse
Switzerland
$64K +$597 +137 +0.9%
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