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Oportun Financial
OPRT

Overview Fund Activity

77 hedge funds and large institutions have $389M invested in Oportun Financial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
22
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$14.4M
2
BlackRock
2
BlackRock
New York
$49M
3
EC
3
EJF Capital
Virginia
$9.17M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$3.76M
5
CCM
5
CAAS Capital Management
New York
$2.37M

Top Sellers

1
IVMX
1
Institutional Venture Management XIV
California
$70.6M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$14.4M
3
USPCM
3
Union Square Park Capital Management
New York
$0
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$72.3M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$72.3M 3,491,587 -76,899 -2%
IVMX
2
Institutional Venture Management XIV
California
$70.6M 3,408,691 -440,000 -11%
BlackRock
3
BlackRock
New York
$49M 2,366,600 +395,914 +20%
ACM
4
Ashford Capital Management
Delaware
$26.4M 1,275,430 +72,940 +6%
GCM
5
Glynn Capital Management
California
$24.6M 1,186,454 – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$20.6M 994,751 +35,896 +4%
CL
7
CRV LLC
California
$17M 819,760 – –
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.4M 697,713 +440,222 +171%
ClearBridge Investments
9
ClearBridge Investments
New York
$14.4M 695,324 -136,095 -16%
Goldman Sachs
10
Goldman Sachs
New York
$9.62M 464,458 -30,641 -6%
EC
11
EJF Capital
Virginia
$9.17M 442,800 +364,800 +468%
State Street
12
State Street
Massachusetts
$6.98M 337,035 -3,669 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.61M 319,388 +34,042 +12%
Wells Fargo
14
Wells Fargo
California
$4.36M 210,501 -38,822 -16%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$4M 193,018 -13,242 -6%
Northern Trust
16
Northern Trust
Illinois
$3.89M 187,717 -14,424 -7%
PAIM
17
Punch & Associates Investment Management
Minnesota
$3.76M 181,756 +181,756 New
Federated Hermes
18
Federated Hermes
Pennsylvania
$3.32M 160,098 +34,444 +27%
Charles Schwab
19
Charles Schwab
California
$2.58M 124,670 +1,376 +1%
BCM
20
Bridgeway Capital Management
Texas
$2.49M 120,000 – –
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.45M 118,450 – –
CCM
22
CAAS Capital Management
New York
$2.37M 114,266 +114,266 New
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$1.88M 90,893 -3,029 -3%
Bank of America
24
Bank of America
North Carolina
$1.45M 69,894 +15,954 +30%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.42M 68,697 +110 +0.2%
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