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Oportun Financial
OPRT

Overview Fund Activity

76 hedge funds and large institutions have $49.3M invested in Oportun Financial in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
24
Reduced
32
Closed
17
Calls
$42K
Puts
$167K
Net Calls
-$125K
Net Calls Change
-$144K

Top Buyers

1
BFM
1
Boothbay Fund Management
New York
$1.7M
2
USPCM
2
Union Square Park Capital Management
New York
$1.84M
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$3.99M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$818K

Top Sellers

1
PWAM
1
Park West Asset Management
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$864K
3
TC
3
Tejara Capital
United Kingdom
$439K
4
BlackRock
4
BlackRock
New York
$2.94M
5
EH
5
EMG Holdings
Connecticut
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
51
Versant Capital Management
Arizona
$74.4K 30,601 +14,079 +85%
PP
52
PDT Partners
New York
$71.1K 29,271 +6,291 +27%
CSS
53
Cubist Systematic Strategies
Connecticut
$68.2K 28,067 -41,355 -60%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$55.3K 22,758 – –
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$50K 20,588 -812 -4%
FAM
56
Flaharty Asset Management
Florida
$48.6K 20,000 -20,000 -50%
XT
57
XTX Topco
Cayman Islands
$41.6K 17,123 -3,459 -17%
Man Group
58
Man Group
United Kingdom
$37.8K 15,537 – –
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.7K 15,103 +3,521 +30%
PAS
60
Point72 Asia (Singapore)
Singapore
$33.8K 13,914 +8,514 +158%
VF
61
Virtu Financial
New York
$32K 13,152 -8,795 -40%
Charles Schwab
62
Charles Schwab
California
$31.7K 13,044 – –
UBS Group
63
UBS Group
Switzerland
$24.7K 10,178 -26,372 -72%
US Bancorp
64
US Bancorp
Minnesota
$11.2K 4,604 -1,907 -29%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$10K 4,114 -535 -12%
VWM
66
Venturi Wealth Management
Texas
$4.86K 2,000 – –
GRP
67
Global Retirement Partners
California
$3.65K 1,500 +1,500 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.3K 1,357 – –
TRCT
69
Tower Research Capital (TRC)
New York
$2.47K 1,016 -13,578 -93%
QT
70
Quantbot Technologies
New York
$1.94K 800 -3,200 -80%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.73K 712 – –
Group One Trading
72
Group One Trading
Illinois
$1.22K 501 – –
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1K 528 +528 New
Wells Fargo
74
Wells Fargo
California
$807 332 -918 -73%
Citigroup
75
Citigroup
New York
$209 86 – –
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