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Oportun Financial
OPRT

Overview Fund Activity

91 hedge funds and large institutions have $158M invested in Oportun Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
30
Reduced
26
Closed
18
Calls
$40K
Puts
$6K
Net Calls
+$34K
Net Calls Change
-$12K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.89M
2
Invesco
2
Invesco
Georgia
$3.22M
3
AI
3
Acuitas Investments
Washington
$2.08M
4
BlackRock
4
BlackRock
New York
$10.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.62M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
IVMX
2
Institutional Venture Management XIV
California
$22M
3
Millennium Management
3
Millennium Management
New York
$4.8M
4
EH
4
EMG Holdings
Connecticut
$18M
5
PWAM
5
Park West Asset Management
California
$9.7M
Name Market Value Shares Shares
Change 		Shares
Change %
QT
76
Quantbot Technologies
New York
$21.1K 2,926 -13,216 -82%
Osaic Holdings
77
Osaic Holdings
Arizona
$13.1K 1,812 +290 +19%
UBS Group
78
UBS Group
Switzerland
$12.6K 1,747 +1,469 +528%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$9.8K 1,357 -1,298 -49%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$8.38K 1,161 +34 +3%
VWM
81
Venturi Wealth Management
Texas
$6.03K 835 – –
HNB
82
Huntington National Bank
Ohio
$2.13K 295 +295 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$1.73K 240 – –
FHA
84
First Horizon Advisors
Tennessee
$1.53K 212 – –
TRCT
85
Tower Research Capital (TRC)
New York
$1.44K 200 -8,110 -98%
EWA
86
EverSource Wealth Advisors
Alabama
$650 90 +90 New
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$643 89 – –
WWM
88
Wolff Wiese Magana
California
$463 64 – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$318 44 – –
GI
90
Gradient Investments
Minnesota
$130 18 +18 New
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– – -845,275 Closed
AI
92
Alphabet Inc
California
– – -94,788 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -83,100 Closed
Jane Street
94
Jane Street
New York
– – -43,878 Closed
E
95
Ergoteles
New York
– – -27,800 Closed
OMC
96
Old Mission Capital
Illinois
– – -26,610 Closed
YIH
97
Y-Intercept (HK)
Hong Kong
– – -24,616 Closed
LCM
98
Laurion Capital Management
New York
– – -19,328 Closed
MFS
99
Mirabella Financial Services
United Kingdom
– – -18,697 Closed
XT
100
XTX Topco
Cayman Islands
– – -17,228 Closed
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