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Oportun Financial

118 hedge funds and large institutions have $191M invested in Oportun Financial in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
57
Reduced
24
Closed
13
Calls
$184K
Puts
$956K
Net Calls
-$772K
Net Calls Change
-$252K
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
101
Wolff Wiese Magana
California
$4K -$875 -110 -18%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.67K +181 +72%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$4K +$4K +436 New
TWA
104
TCI Wealth Advisors
Arizona
$3K +$693 +85 +30%
PTC
105
Private Trust Company
Ohio
$3K +$3K +409 New
WAM
106
WFA Asset Management
Wisconsin
$2.9K
GWM
107
Geneos Wealth Management
Colorado
$2K
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1K -$7.33K -1,143 -88%
GRP
109
Global Retirement Partners
California
$1K
IA
110
IFP Advisors
Florida
$1K
FF
111
FourThought Financial
Florida
$1K
MCM
112
Manchester Capital Management
Vermont
$1K +$1K +90 New
FHA
113
First Horizon Advisors
Tennessee
$1K +$1K +212 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$253 +$253 +27,703 New
RCGI
115
Ribbit Capital GP III
California
-$8.42M -586,513 Closed
Norges Bank
116
Norges Bank
Norway
-$1.33M -92,600 Closed
GCP
117
GSA Capital Partners
United Kingdom
-$411K -28,596 Closed
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
-$385K -26,800 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-$340K -23,699 Closed
PP
120
PDT Partners
New York
-$284K -19,794 Closed
PI
121
Putnam Investments
Massachusetts
-$228K -15,874 Closed
Simplex Trading
122
Simplex Trading
Illinois
-$15K -1,069 Closed
CFO
123
CVA Family Office
Colorado
-$7K -481 Closed
SPIA
124
Steward Partners Investment Advisory
New York
-$2K -154 Closed
LC
125
Lindbrook Capital
California
-$2K -133 Closed