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Oportun Financial
OPRT

Overview Fund Activity

70 hedge funds and large institutions have $218M invested in Oportun Financial in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
31
Reduced
6
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$24.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3M
3
ACM
3
Ashford Capital Management
Delaware
$14.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.64M
5
State Street
5
State Street
Massachusetts
$3.36M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
PI
2
Putnam Investments
Massachusetts
$0
3
MCA
3
Mendon Capital Advisors
Florida
$672K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
CRC
5
Curi RMB Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$51.7M 3,848,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$48.3M 3,590,801 +90,569 +3%
BlackRock
3
BlackRock
New York
$24.9M 1,852,529 +1,122,934 +154%
GCM
4
Glynn Capital Management
California
$15.9M 1,186,454 – –
ACM
5
Ashford Capital Management
Delaware
$14.1M 1,052,735 +350,135 +50%
ClearBridge Investments
6
ClearBridge Investments
New York
$10.8M 804,050 +32,656 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.3M 767,725 +575,646 +300%
Goldman Sachs
8
Goldman Sachs
New York
$6.97M 518,482 +48,648 +10%
Wells Fargo
9
Wells Fargo
California
$3.58M 266,611 +34,279 +15%
State Street
10
State Street
Massachusetts
$3.36M 249,892 +123,933 +98%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.67M 198,336 +93,090 +88%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.64M 196,654 +184,520 +1,521%
Northern Trust
13
Northern Trust
Illinois
$2.63M 195,360 +108,431 +125%
Blackstone Inc
14
Blackstone Inc
New York
$2.49M 185,000 – –
Federated Hermes
15
Federated Hermes
Pennsylvania
$1.75M 130,000 +29,592 +29%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$1.52M 113,356 +101,795 +881%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.04M 77,504 +77,504 New
Charles Schwab
18
Charles Schwab
California
$977K 72,687 +29,220 +67%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$778K 57,888 +37,178 +180%
Bank of America
20
Bank of America
North Carolina
$695K 51,733 -219 -0.4%
Millennium Management
21
Millennium Management
New York
$680K 50,629 +38,051 +303%
MCA
22
Mendon Capital Advisors
Florida
$672K 50,000 -83,585 -63%
Morgan Stanley
23
Morgan Stanley
New York
$638K 47,476 +46,899 +8,128%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$596K 44,313 +44,313 New
Daiwa Securities Group
25
Daiwa Securities Group
Japan
$572K 54,191 – –
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