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Oportun Financial
OPRT

Overview Fund Activity

75 hedge funds and large institutions have $350M invested in Oportun Financial in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
33
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
1
CRV LLC
California
$15.9M
2
ACM
2
Ashford Capital Management
Delaware
$23.3M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.99M
4
BCM
4
Bridgeway Capital Management
Texas
$2.32M
5
BlackRock
5
BlackRock
New York
$38.2M

Top Sellers

1
BP
1
BBR Partners
New York
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$69.1M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$2.43M
4
MCA
4
Mendon Capital Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$29K
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$74.5M 3,848,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$69.1M 3,568,486 -40,795 -1%
BlackRock
3
BlackRock
New York
$38.2M 1,970,686 +98,555 +5%
ACM
4
Ashford Capital Management
Delaware
$23.3M 1,202,490 +276,204 +30%
GCM
5
Glynn Capital Management
California
$23M 1,186,454 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.6M 958,855 +47,410 +5%
ClearBridge Investments
7
ClearBridge Investments
New York
$16.1M 831,419 +31,036 +4%
CL
8
CRV LLC
California
$15.9M 819,760 +819,760 New
Goldman Sachs
9
Goldman Sachs
New York
$9.59M 495,099 +2,464 +0.5%
State Street
10
State Street
Massachusetts
$6.6M 340,704 +82,924 +32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.53M 285,346 +38,245 +15%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$4.99M 257,491 +257,491 New
Wells Fargo
13
Wells Fargo
California
$4.83M 249,323 -5,214 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$3.99M 206,260 +21,823 +12%
Northern Trust
15
Northern Trust
Illinois
$3.92M 202,141 -4,560 -2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$2.43M 125,654 -24,983 -17%
Charles Schwab
17
Charles Schwab
California
$2.39M 123,294 +6,895 +6%
BCM
18
Bridgeway Capital Management
Texas
$2.32M 120,000 +120,000 New
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$2.29M 118,450 -536 -0.5%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$1.82M 93,922 +728 +0.8%
USPCM
21
Union Square Park Capital Management
New York
$1.74M 90,000 +90,000 New
EC
22
EJF Capital
Virginia
$1.51M 78,000 +64,010 +458%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.33M 68,587 +13,497 +24%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$1.15M 59,191 – –
Bank of America
25
Bank of America
North Carolina
$1.04M 53,940 +5,142 +11%
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