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Oportun Financial
OPRT

Overview Fund Activity

55 hedge funds and large institutions have $315M invested in Oportun Financial in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 21 closing their positions.

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
12
Reduced
5
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ashford Capital Management
Delaware
$14M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$80.4M
3
Wells Fargo
3
Wells Fargo
California
$5.56M
4
BlackRock
4
BlackRock
New York
$20.5M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$474K
3
EMG
3
Ellington Management Group
Connecticut
$0
4
SCM
4
Shoals Capital Management
Virginia
$0
5
MS
5
Maven Securities
Jersey
$483K
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$91.6M 3,848,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$80.4M 3,377,557 +451,784 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$38.6M 1,705,796 – –
BlackRock
4
BlackRock
New York
$20.5M 860,985 +207,487 +32%
ClearBridge Investments
5
ClearBridge Investments
New York
$18.4M 776,585 +134,157 +21%
ACM
6
Ashford Capital Management
Delaware
$14M 590,300 +522,667 +773%
Goldman Sachs
7
Goldman Sachs
New York
$11.5M 483,765 -47,885 -9%
Wells Fargo
8
Wells Fargo
California
$5.56M 233,527 +228,912 +4,960%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.51M 189,509 +89,509 +90%
Blackstone Inc
10
Blackstone Inc
New York
$4.4M 185,000 – –
MCA
11
Mendon Capital Advisors
Florida
$3.47M 145,788 +9,063 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.02M 85,019 +85,019 New
Northern Trust
13
Northern Trust
Illinois
$1.84M 77,209 +77,209 New
Federated Hermes
14
Federated Hermes
Pennsylvania
$1.79M 75,000 -25,000 -25%
CRC
15
Curi RMB Capital
Illinois
$1.7M 71,400 +71,400 New
OAM
16
Oxford Asset Management
United Kingdom
$1.54M 64,604 +20,114 +45%
State Street
17
State Street
Massachusetts
$1.38M 57,795 +57,795 New
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$1.14M 47,687 +47,687 New
Bank of America
19
Bank of America
North Carolina
$1.13M 47,550 +19,643 +70%
Charles Schwab
20
Charles Schwab
California
$1.02M 42,931 +42,931 New
Stifel Financial
21
Stifel Financial
Missouri
$722K 31,040 +31,040 New
M&T Bank
22
M&T Bank
New York
$620K 26,048 +26,048 New
Squarepoint
23
Squarepoint
New York
$602K 25,288 +25,288 New
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$563K 23,640 +23,640 New
AI
25
Atria Investments
North Carolina
$547K 22,998 +22,998 New
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