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Oportun Financial
OPRT

Overview Fund Activity

87 hedge funds and large institutions have $83.1M invested in Oportun Financial in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 23 closing their positions.

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
40
Reduced
19
Closed
23
Calls
$23K
Puts
$4K
Net Calls
+$19K
Net Calls Change
-$15K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.02M
3
USPCM
3
Union Square Park Capital Management
New York
$1.44M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$1.28M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$1.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$18.2K
2
PWAM
2
Park West Asset Management
California
$2.21M
3
AI
3
Acuitas Investments
Washington
$0
4
Invesco
4
Invesco
Georgia
$420K
5
MA
5
Madrone Advisors
California
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$18.2K +$13.6K +3,488 +300%
QT
77
Quantbot Technologies
New York
$15.6K +$4.2K +1,074 +37%
VWM
78
Venturi Wealth Management
Texas
$7.82K +$4.56K +1,165 +140%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$5.31K – – –
Wells Fargo
80
Wells Fargo
California
$4.89K -$515K -131,850 -99%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.78K -$4.3K -1,100 -61%
Group One Trading
82
Group One Trading
Illinois
$1.96K +$1.96K +501 New
EWA
83
EverSource Wealth Advisors
Alabama
$352 – – –
Citigroup
84
Citigroup
New York
$336 -$349K -89,364 -100%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$172 – – –
GI
86
Gradient Investments
Minnesota
$70 – – –
FFA
87
Farther Finance Advisors
California
$8 +$8 +2 New
AI
88
Acuitas Investments
Washington
– -$2.08M -288,210 Closed
ClearBridge Investments
89
ClearBridge Investments
New York
– -$798K -110,560 Closed
Daiwa Securities Group
90
Daiwa Securities Group
Japan
– -$418K -57,895 Closed
TI
91
Trexquant Investment
Connecticut
– -$347K -48,069 Closed
TC
92
TownSquare Capital
Utah
– -$318K -44,039 Closed
SEI Investments
93
SEI Investments
Pennsylvania
– -$280K -38,771 Closed
OQS
94
Occudo Quantitative Strategies
Florida
– -$175K -24,280 Closed
Neuberger Berman Group
95
Neuberger Berman Group
New York
– -$131K -18,175 Closed
BGIM
96
Brandywine Global Investment Management
Pennsylvania
– -$116K -16,020 Closed
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
– -$111K -15,443 Closed
Verition Fund Management
98
Verition Fund Management
Connecticut
– -$110K -15,193 Closed
CC
99
Corton Capital
Ontario, Canada
– -$107K -14,888 Closed
BFM
100
Boothbay Fund Management
New York
– -$90.4K -12,516 Closed
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