OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

79 hedge funds and large institutions have $516M invested in Oportun Financial in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
29
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$55.7M
2
ACM
2
Ashford Capital Management
Delaware
$36.3M
3
Invesco
3
Invesco
Georgia
$2.7M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.6M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$16M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$1.26M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$1.5M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$85.3M 3,408,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$83.7M 3,343,835 +17,173 +0.5%
BlackRock
3
BlackRock
New York
$68.5M 2,736,185 +42,644 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$55.7M 2,225,454 +611,601 +38%
ACM
5
Ashford Capital Management
Delaware
$36.3M 1,449,890 +146,090 +11%
GCM
6
Glynn Capital Management
California
$29.7M 1,186,454 – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$26.2M 1,047,717 +3,517 +0.3%
PAIM
8
Punch & Associates Investment Management
Minnesota
$20.7M 826,340 +12,820 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$16M 640,600 -51,169 -7%
State Street
10
State Street
Massachusetts
$11.7M 468,851 +24,358 +5%
Goldman Sachs
11
Goldman Sachs
New York
$11M 439,274 -29,092 -6%
EC
12
EJF Capital
Virginia
$9.98M 398,848 +296 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.53M 340,884 +6,571 +2%
Northern Trust
14
Northern Trust
Illinois
$4.46M 178,237 -9,973 -5%
Wells Fargo
15
Wells Fargo
California
$4.04M 161,318 +3,912 +2%
BCM
16
Bridgeway Capital Management
Texas
$3.5M 140,000 – –
Charles Schwab
17
Charles Schwab
California
$3.4M 135,630 +5,787 +4%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$3.19M 127,299 -24,437 -16%
Invesco
19
Invesco
Georgia
$2.7M 108,036 +76,459 +242%
Morgan Stanley
20
Morgan Stanley
New York
$2.6M 103,760 +48,060 +86%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.06M 82,382 +31,789 +63%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.05M 83,843 -3,918 -4%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$1.93M 77,191 +13,000 +20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.91M 76,096 +6,352 +9%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.86M 74,124 -19,371 -21%
1
2 3 4