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Oportun Financial

43 hedge funds and large institutions have $201M invested in Oportun Financial in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46.97% more ownership

Funds ownership: 0%46.97% (+47%)

Holders
43
Holders Change
+43
Holders Change %
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
43
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IVMX
1
Institutional Venture Management XIV
California
$62.4M +$62.4M +3,848,691 New
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$47.5M +$47.4M +2,925,773 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$24.9M +$27.7M +1,705,796 New
BlackRock
4
BlackRock
New York
$10.6M +$10.6M +653,498 New
ClearBridge Investments
5
ClearBridge Investments
New York
$10.4M +$10.4M +642,428 New
Goldman Sachs
6
Goldman Sachs
New York
$8.62M +$8.62M +531,650 New
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$4.47M +$4.47M +275,883 New
Blackstone Inc
8
Blackstone Inc
New York
$3M +$3M +185,000 New
MCA
9
Mendon Capital Advisors
Florida
$2.22M +$2.22M +136,725 New
Millennium Management
10
Millennium Management
New York
$2.07M +$2.07M +127,697 New
EMG
11
Ellington Management Group
Connecticut
$1.96M +$1.96M +120,700 New
SCM
12
Shoals Capital Management
Virginia
$1.89M +$1.89M +116,568 New
GC
13
Gillson Capital
Illinois
$1.75M +$1.75M +107,943 New
Federated Hermes
14
Federated Hermes
Pennsylvania
$1.62M +$1.62M +100,000 New
MWNA
15
Marshall Wace North America
New York
$1.62M +$1.62M +100,000 New
Vanguard Group
16
Vanguard Group
Pennsylvania
$1.62M +$1.62M +100,000 New
WAM
17
Weiss Asset Management
Massachusetts
$1.62M +$1.62M +100,000 New
MS
18
Maven Securities
Jersey
$1.53M +$1.5M +92,745 New
Norges Bank
19
Norges Bank
Norway
$1.22M +$1.22M +75,000 New
ACM
20
Ashford Capital Management
Delaware
$1.1M +$1.1M +67,633 New
Wellington Management Group
21
Wellington Management Group
Massachusetts
$997K +$997K +61,499 New
Citadel Advisors
22
Citadel Advisors
Florida
$811K +$811K +50,000 New
HI
23
HBK Investments
Texas
$811K +$811K +50,000 New
OAM
24
Oxford Asset Management
United Kingdom
$722K +$721K +44,490 New
LCM
25
Laurion Capital Management
New York
$649K +$649K +40,000 New

OPRT Hedge Fund Activity: Q3 2019 in Review

43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Oportun Financial (OPRT) for Q3 2019, worth a combined $201M.

Buyers outnumbered sellers: 43 funds opened new OPRT positions and 0 closed out — a net gain of 43 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Institutional Venture Management XIV, opening a new position worth an estimated $62.4M.

  • 43 institutional investors held Oportun Financial (OPRT) as of Q3 2019, up from 0 in Q2 2019.
  • Funds reported $201M of Oportun Financial stock for Q3 2019.
  • 43 funds opened new Oportun Financial positions in Q3 2019 and 0 closed out, a net change of +43 holders.
  • The largest Oportun Financial buyer in Q3 2019 was Institutional Venture Management XIV, an estimated $62.4M added.

Based on aggregated 13F filings for Q3 2019.