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Oportun Financial
OPRT

Overview Fund Activity

112 hedge funds and large institutions have $323M invested in Oportun Financial in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
45
Reduced
25
Closed
11
Calls
$1K
Puts
$521K
Net Calls
-$520K
Net Calls Change
-$520K

Top Buyers

1
GCGM
1
General Catalyst Group Management
Massachusetts
$13.6M
2
ACM
2
Ashford Capital Management
Delaware
$26.4M
3
Norges Bank
3
Norges Bank
Norway
$1.33M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.22M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$4.78M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$732K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
TWA
101
TCI Wealth Advisors
Arizona
$4K 283 +283 New
GWM
102
Geneos Wealth Management
Colorado
$3K 270 – –
FF
103
FourThought Financial
Florida
$2K 128 – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$2K 92 – –
LC
105
Lindbrook Capital
California
$2K 133 +133 New
SPIA
106
Steward Partners Investment Advisory
New York
$2K 154 +154 New
IA
107
IFP Advisors
Florida
$1K 48 +48 New
GRP
108
Global Retirement Partners
California
$1K 85 +85 New
HF
109
HRT Financial
New York
– – -17,818 Closed
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
– – -17,472 Closed
ECM
111
ExodusPoint Capital Management
New York
– – -11,556 Closed
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -11,482 Closed
SG Americas Securities
113
SG Americas Securities
New York
– – -5,843 Closed
CFGS
114
Concourse Financial Group Securities
Alabama
– – -2,980 Closed
DWA
115
Dorsey Wright & Associates
California
– – -2,113 Closed
PHK
116
Point72 Hong Kong
Hong Kong
– – -1,111 Closed
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
– – -973 Closed
FHA
118
First Horizon Advisors
Tennessee
– – -212 Closed
EI
119
Ellevest Inc
New York
– – -5 Closed
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$0 2 – –
PA
121
Parallel Advisors
California
$0 7 +7 New
QCG
122
Quadrant Capital Group
Ohio
$0 11 +11 New
BFEC
123
Benjamin F. Edwards & Company
Missouri
$0 22 +22 New
1 2 3 4
5