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Oportun Financial
OPRT

Overview Fund Activity

75 hedge funds and large institutions have $396M invested in Oportun Financial in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$16.3M
3
BlackRock
3
BlackRock
New York
$54M
4
State Street
4
State Street
Massachusetts
$8.9M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.98M

Top Sellers

1
CL
1
CRV LLC
California
$0
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$66.6M
3
CCM
3
CAAS Capital Management
New York
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.01M
5
Wells Fargo
5
Wells Fargo
California
$3.15M
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$68.3M 3,408,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$66.6M 3,326,662 -164,925 -5%
BlackRock
3
BlackRock
New York
$54M 2,693,541 +326,941 +14%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$32.3M 1,613,853 +916,140 +131%
ACM
5
Ashford Capital Management
Delaware
$26.1M 1,303,800 +28,370 +2%
GCM
6
Glynn Capital Management
California
$23.8M 1,186,454 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$20.9M 1,044,200 +49,449 +5%
PAIM
8
Punch & Associates Investment Management
Minnesota
$16.3M 813,520 +631,764 +348%
ClearBridge Investments
9
ClearBridge Investments
New York
$13.9M 691,769 -3,555 -0.5%
Goldman Sachs
10
Goldman Sachs
New York
$9.38M 468,366 +3,908 +0.8%
State Street
11
State Street
Massachusetts
$8.9M 444,493 +107,458 +32%
EC
12
EJF Capital
Virginia
$7.98M 398,552 -44,248 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$6.7M 334,313 +14,925 +5%
Northern Trust
14
Northern Trust
Illinois
$3.77M 188,210 +493 +0.3%
Wells Fargo
15
Wells Fargo
California
$3.15M 157,406 -53,095 -25%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$3.04M 151,736 -41,282 -21%
BCM
17
Bridgeway Capital Management
Texas
$2.8M 140,000 +20,000 +17%
Charles Schwab
18
Charles Schwab
California
$2.6M 129,843 +5,173 +4%
Federated Hermes
19
Federated Hermes
Pennsylvania
$2.01M 100,098 -60,000 -37%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.98M 98,889 +92,326 +1,407%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.87M 93,495 -24,955 -21%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$1.76M 87,761 -3,132 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M 69,744 +1,047 +2%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$1.29M 64,191 +5,000 +8%
Morgan Stanley
25
Morgan Stanley
New York
$1.12M 55,700 +43,289 +349%
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