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Oportun Financial
OPRT

Overview Fund Activity

87 hedge funds and large institutions have $83.1M invested in Oportun Financial in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 23 closing their positions.

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
40
Reduced
19
Closed
23
Calls
$23K
Puts
$4K
Net Calls
+$19K
Net Calls Change
-$15K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
USPCM
3
Union Square Park Capital Management
New York
$1.44M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.28M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$18.2K
2
PWAM
2
Park West Asset Management
California
$2.21M
3
AI
3
Acuitas Investments
Washington
$0
4
Invesco
4
Invesco
Georgia
$420K
5
MA
5
Madrone Advisors
California
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$143K +$136K +34,803 +1,992%
Squarepoint
52
Squarepoint
New York
$142K +$80.7K +20,643 +131%
HF
53
HRT Financial
New York
$140K +$140K +35,860 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$135K +$33.4K +8,540 +33%
Ameriprise
55
Ameriprise
Minnesota
$133K +$133K +33,896 New
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$92.6K +$91.7K +23,447 +9,770%
PP
57
PDT Partners
New York
$89.9K -$516 -132 -0.6%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$86.6K – – –
VF
59
Virtu Financial
New York
$86K +$86K +21,947 New
HWAM
60
Hennion & Walsh Asset Management
New Jersey
$83.7K -$2.56K -654 -3%
XT
61
XTX Topco
Cayman Islands
$80.5K +$80.5K +20,582 New
DTL
62
Dynamic Technology Lab
Singapore
$66K +$66K +16,997 New
VCM
63
Versant Capital Management
Arizona
$64.6K – – –
Man Group
64
Man Group
United Kingdom
$60.8K +$60.8K +15,537 New
TRCT
65
Tower Research Capital (TRC)
New York
$57.1K +$56.3K +14,394 +7,197%
Charles Schwab
66
Charles Schwab
California
$51K -$251K -64,300 -83%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.3K +$24.2K +6,200 +115%
YIH
68
Y-Intercept (HK)
Hong Kong
$41.7K +$41.7K +10,658 New
SOW
69
State of Wyoming
Wyoming
$41K +$41K +10,488 New
SSA
70
Schonfeld Strategic Advisors
New York
$40.7K +$40.7K +10,407 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$40.2K -$258K -66,070 -87%
SG Americas Securities
72
SG Americas Securities
New York
$40K +$40K +10,198 New
US Bancorp
73
US Bancorp
Minnesota
$25.5K -$30.4K -7,782 -54%
PAS
74
Point72 Asia (Singapore)
Singapore
$21.1K +$21.1K +5,400 New
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$18.2K -$8.37M -2,140,752 -100%
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