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Oportun Financial
OPRT

Overview Fund Activity

68 hedge funds and large institutions have $191M invested in Oportun Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
22
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7M
2
BP
2
BBR Partners
New York
$850K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.91M
4
Charles Schwab
4
Charles Schwab
California
$1.37M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$513K

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$0
2
ACM
2
Ashford Capital Management
Delaware
$10.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$20K
4
Goldman Sachs
4
Goldman Sachs
New York
$5.81M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$45.4M 3,848,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$42.6M 3,609,281 +18,480 +0.5%
BlackRock
3
BlackRock
New York
$22.1M 1,872,131 +19,602 +1%
GCM
4
Glynn Capital Management
California
$14M 1,186,454 – –
ACM
5
Ashford Capital Management
Delaware
$10.9M 926,286 -126,449 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.7M 911,445 +143,720 +19%
ClearBridge Investments
7
ClearBridge Investments
New York
$9.44M 800,383 -3,667 -0.5%
Goldman Sachs
8
Goldman Sachs
New York
$5.81M 492,635 -25,847 -5%
State Street
9
State Street
Massachusetts
$3.04M 257,780 +7,888 +3%
Wells Fargo
10
Wells Fargo
California
$3M 254,537 -12,074 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.91M 247,101 +48,765 +25%
Northern Trust
12
Northern Trust
Illinois
$2.44M 206,701 +11,341 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.21M 184,437 -12,217 -6%
Federated Hermes
14
Federated Hermes
Pennsylvania
$1.78M 150,637 +20,637 +16%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$1.4M 118,986 +41,482 +54%
Charles Schwab
16
Charles Schwab
California
$1.37M 116,399 +43,712 +60%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.1M 93,194 -20,162 -18%
BP
18
BBR Partners
New York
$850K 72,068 +72,068 New
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$698K 59,191 +5,000 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$649K 55,090 -2,798 -5%
Bank of America
21
Bank of America
North Carolina
$575K 48,798 -2,935 -6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$524K 44,442 +129 +0.3%
First Trust Advisors
23
First Trust Advisors
Illinois
$513K 43,541 +43,541 New
MCA
24
Mendon Capital Advisors
Florida
$472K 40,000 -10,000 -20%
M&T Bank
25
M&T Bank
New York
$461K 39,080 +1,861 +5%
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