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Oportun Financial

98 hedge funds and large institutions have $440M invested in Oportun Financial in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
36
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$60K 2,980 +2,980 New
DWA
77
Dorsey Wright & Associates
California
$43K 2,113 +2,113 New
AIP
78
Ameritas Investment Partners
Nebraska
$35K 1,717
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$34K 1,700
QT
80
Quantbot Technologies
New York
$30K 1,500 +1,500 New
Osaic Holdings
81
Osaic Holdings
Arizona
$26K 1,280 -41 -3%
TRCT
82
Tower Research Capital (TRC)
New York
$22K 1,078 +445 +70%
PHK
83
Point72 Hong Kong
Hong Kong
$22K 1,111 +1,111 New
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$20K 973 +973 New
SWM
85
Spire Wealth Management
Virginia
$16K 803
WWM
86
Wolff Wiese Magana
California
$12K 613
CFO
87
CVA Family Office
Colorado
$10K 481 +481 New
Allspring Global Investments
88
Allspring Global Investments
North Carolina
$9K 461 +461 New
GWM
89
Geneos Wealth Management
Colorado
$5K 270
FHA
90
First Horizon Advisors
Tennessee
$4K 212
FF
91
FourThought Financial
Florida
$3K 128
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$2K 92
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$2K 98 +98 New
RFA
94
Reilly Financial Advisors
California
$2K 117 +117 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233 11,482 +139 +1%
EC
96
EJF Capital
Virginia
-398,848 Closed
ZIM
97
Zacks Investment Management
Illinois
-24,955 Closed
AWS
98
AJ Wealth Strategies
New York
-18,534 Closed
VOYA Investment Management
99
VOYA Investment Management
Georgia
-8,504 Closed
GRP
100
Global Retirement Partners
California
-1,213 Closed