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Oportun Financial
OPRT

Overview Fund Activity

97 hedge funds and large institutions have $88.7M invested in Oportun Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 35 closing their positions.

Holders
97
Holders Change
-23
Holders Change %
-19.17%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
12
Increased
28
Reduced
36
Closed
35
Calls
$9K
Puts
$202K
Net Calls
-$193K
Net Calls Change
-$100K

Top Buyers

1
EH
1
EMG Holdings
Connecticut
$10.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$2.87M
3
TC
3
Tejara Capital
United Kingdom
$2.05M
4
PWAM
4
Park West Asset Management
California
$5.55M
5
RC
5
RBF Capital
California
$1.64M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
GCGM
2
General Catalyst Group Management
Massachusetts
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$787K
4
ACM
4
Ashford Capital Management
Delaware
$0
5
HV
5
HST Ventures
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMEF
76
Point72 Middle East FZE
United Arab Emirates
$13.5K +$4.49K +1,164 +50%
TRCT
77
Tower Research Capital (TRC)
New York
$11K -$8.28K -2,113 -43%
AB
78
Amalgamated Bank
New York
$11K -$2.37K -626 -18%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$9.08K +$9.08K +2,352 New
Legal & General Group
80
Legal & General Group
United Kingdom
$8.98K – – –
ASN
81
Advisory Services Network
Georgia
$7.62K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$6.63K – – –
Osaic Holdings
83
Osaic Holdings
Arizona
$6.58K -$8.03K -2,081 -55%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$6K -$15.3K -4,015 -72%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Point72 Asset Management
86
Point72 Asset Management
Connecticut
$4.37K +$4.37K +1,133 New
VWM
87
Venturi Wealth Management
Texas
$3.22K +$3.22K +835 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$2.78K -$33K -8,555 -92%
TWA
89
TCI Wealth Advisors
Arizona
$2.65K – – –
SWM
90
Spire Wealth Management
Virginia
$2.34K – – –
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$2.01K -$11.5K -2,976 -85%
RTL
92
Red Tortoise LLC
Georgia
$1.9K – – –
WAM
93
WFA Asset Management
Wisconsin
$1.35K – – –
Barrow, Hanley, Mewhinney & Strauss
94
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19K – – –
FHA
95
First Horizon Advisors
Tennessee
$818 – – –
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$170 – – –
Citigroup
97
Citigroup
New York
$54 -$1.22K -317 -96%
Wellington Management Group
98
Wellington Management Group
Massachusetts
– -$5.87M -1,064,473 Closed
GCGM
99
General Catalyst Group Management
Massachusetts
– -$5.2M -944,556 Closed
ACM
100
Ashford Capital Management
Delaware
– -$2.02M -367,190 Closed
2 3
4
5 6