OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

76 hedge funds and large institutions have $83.5M invested in Oportun Financial in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
31
Reduced
19
Closed
7
Calls
$233K
Puts
$512K
Net Calls
-$279K
Net Calls Change
-$16K

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$610K
2
AI
2
Acuitas Investments
Washington
$4.46M
3
Millennium Management
3
Millennium Management
New York
$5.83M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$319K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$3.44M

Top Sellers

1
USPCM
1
Union Square Park Capital Management
New York
$2.07M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$0
3
RC
3
RBF Capital
California
$3.43M
4
EH
4
EMG Holdings
Connecticut
$2.42M
5
MA
5
Madrone Advisors
California
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$96K 24,447 +5,114 +26%
Cerity Partners
52
Cerity Partners
New York
$94.1K 24,264 – –
HSBC Holdings
53
HSBC Holdings
United Kingdom
$89.9K 22,758 – –
Ameriprise
54
Ameriprise
Minnesota
$88.6K 22,829 -14,130 -38%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$79.5K 20,490 +20,490 New
Squarepoint
56
Squarepoint
New York
$78.7K 20,271 +20,271 New
HBCM
57
Heron Bay Capital Management
Michigan
$59.5K 15,330 +709 +5%
TCM
58
Telos Capital Management
California
$51.8K 13,343 +13,343 New
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.4K 9,641 -4,600 -32%
US Bancorp
60
US Bancorp
Minnesota
$11.1K 2,863 -1,048 -27%
Simplex Trading
61
Simplex Trading
Illinois
$11K 2,858 -16,350 -85%
UBS Group
62
UBS Group
Switzerland
$10.8K 2,795 +1,757 +169%
RS
63
R Squared
Hong Kong
$10.2K 2,630 +2,630 New
TRCT
64
Tower Research Capital (TRC)
New York
$7.81K 2,014 -5,662 -74%
PD
65
Point72 (DIFC)
United Arab Emirates
$6.25K 1,610 +1,610 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2.59K 668 – –
Group One Trading
67
Group One Trading
Illinois
$1.56K 401 – –
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$1.26K 325 +325 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1K 187 -207 -53%
Wells Fargo
70
Wells Fargo
California
$438 113 – –
TAM
71
Tucker Asset Management
Colorado
$279 72 -19 -21%
SS
72
SBI Securities
Japan
$198 51 +51 New
CFGS
73
Concourse Financial Group Securities
Alabama
$87 23 -67,993 -100%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$75 20 – –
PAS
75
Point72 Asia (Singapore)
Singapore
$58 15 – –
1 2
3
4