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Oportun Financial

79 hedge funds and large institutions have $516M invested in Oportun Financial in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
76
Concord Wealth Partners
Virginia
$2K +$2K +66 New
RTL
77
Red Tortoise LLC
Georgia
$2K +$2K +491 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$1K +$1K +40 New
First Trust Advisors
79
First Trust Advisors
Illinois
-$896K -44,754 Closed
HighTower Advisors
80
HighTower Advisors
Illinois
-$274K -13,441 Closed
Tudor Investment Corp
81
Tudor Investment Corp
Connecticut
-$204K -10,161 Closed
CFO
82
CVA Family Office
Colorado
-$10K -481 Closed
PA
83
Parallel Advisors
California
-$1K -47 Closed