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Oportun Financial
OPRT

Overview Fund Activity

63 hedge funds and large institutions have $174M invested in Oportun Financial in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$17.9M
2
GCM
2
Glynn Capital Management
California
$12.5M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$36.9M
4
ACM
4
Ashford Capital Management
Delaware
$7.41M
5
State Street
5
State Street
Massachusetts
$1.33M

Top Sellers

1
OAM
1
Oxford Asset Management
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$7.7M
3
Squarepoint
3
Squarepoint
New York
$0
4
MS
4
Maven Securities
Jersey
$0
5
SAM
5
Symphony Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$40.6M 3,848,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$36.9M 3,500,232 +122,675 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18M 1,705,796 – –
PI
4
Putnam Investments
Massachusetts
$17.9M 1,693,949 +1,693,949 New
GCM
5
Glynn Capital Management
California
$12.5M 1,186,454 +1,186,454 New
ClearBridge Investments
6
ClearBridge Investments
New York
$8.14M 771,394 -5,191 -0.7%
BlackRock
7
BlackRock
New York
$7.7M 729,595 -131,390 -15%
ACM
8
Ashford Capital Management
Delaware
$7.41M 702,600 +112,300 +19%
Goldman Sachs
9
Goldman Sachs
New York
$4.96M 469,834 -13,931 -3%
Wells Fargo
10
Wells Fargo
California
$2.45M 232,332 -1,195 -0.5%
Vanguard Group
11
Vanguard Group
Pennsylvania
$2.03M 192,079 +2,570 +1%
Blackstone Inc
12
Blackstone Inc
New York
$1.95M 185,000 – –
MCA
13
Mendon Capital Advisors
Florida
$1.41M 133,585 -12,203 -8%
State Street
14
State Street
Massachusetts
$1.33M 125,959 +68,164 +118%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.11M 105,246 +20,227 +24%
Federated Hermes
16
Federated Hermes
Pennsylvania
$1.06M 100,408 +25,408 +34%
Northern Trust
17
Northern Trust
Illinois
$917K 86,929 +9,720 +13%
Ameriprise
18
Ameriprise
Minnesota
$639K 60,536 +60,536 New
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$572K 54,191 +30,551 +129%
CRC
20
Curi RMB Capital
Illinois
$561K 53,215 -18,185 -25%
Bank of America
21
Bank of America
North Carolina
$548K 51,952 +4,402 +9%
Charles Schwab
22
Charles Schwab
California
$459K 43,467 +536 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$368K 34,914 +34,914 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$360K 34,175 +33,672 +6,694%
Stifel Financial
25
Stifel Financial
Missouri
$346K 30,808 -232 -0.7%
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