OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

116 hedge funds and large institutions have $97.8M invested in Oportun Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
34
Reduced
41
Closed
25
Calls
$76K
Puts
$395K
Net Calls
-$319K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.08M
2
PWAM
2
Park West Asset Management
California
$2.81M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$4.65M
5
Millennium Management
5
Millennium Management
New York
$2.56M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
ACM
2
Ashford Capital Management
Delaware
$1.63M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$47K
5
Ameriprise
5
Ameriprise
Minnesota
$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$3K – – –
C
102
Covestor
United Kingdom
$3K +$3K +587 New
WWM
103
Wolff Wiese Magana
California
$2K – – –
PTC
104
Private Trust Company
Ohio
$2K – – –
WAM
105
WFA Asset Management
Wisconsin
$1.53K – – –
UBS Group
106
UBS Group
Switzerland
$1K -$4.78K -1,634 -83%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$1K -$1.16K -424 -54%
FF
108
FourThought Financial
Florida
$1K – – –
IA
109
IFP Advisors
Florida
$1K – – –
GWM
110
Geneos Wealth Management
Colorado
$1K – – –
WFA
111
Wipfli Financial Advisors
Wisconsin
$1K +$1K +144 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$1K +$538 +182 +117%
Barrow, Hanley, Mewhinney & Strauss
113
Barrow, Hanley, Mewhinney & Strauss
Texas
$1K +$1K +307 New
PAIM
114
Punch & Associates Investment Management
Minnesota
– -$7.16M -865,935 Closed
Marshall Wace
115
Marshall Wace
United Kingdom
– -$2.77M -335,312 Closed
DTL
116
Dynamic Technology Lab
Singapore
– -$314K -37,991 Closed
JF
117
Jump Financial
Illinois
– -$260K -31,400 Closed
ZCM
118
Zebra Capital Management
Connecticut
– -$255K -30,857 Closed
Los Angeles Capital Management
119
Los Angeles Capital Management
California
– -$255K -30,813 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$253 -27,703 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
– -$182K -22,009 Closed
Jane Street
122
Jane Street
New York
– -$176K -21,255 Closed
PI
123
PEAK6 Investments
Illinois
– -$169K -20,440 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
– -$165K -19,925 Closed
QT
125
Quantbot Technologies
New York
– -$114K -13,839 Closed
2 3 4
5
6