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Oportun Financial
OPRT

Overview Fund Activity

98 hedge funds and large institutions have $440M invested in Oportun Financial in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
36
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCGI
1
Ribbit Capital GP III
California
$11.3M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$52.3M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$5.02M
4
ACM
4
Ashford Capital Management
Delaware
$34.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$3.79M

Top Sellers

1
GCM
1
Glynn Capital Management
California
$11.9M
2
EC
2
EJF Capital
Virginia
$0
3
BlackRock
3
BlackRock
New York
$45.6M
4
Invesco
4
Invesco
Georgia
$633K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$69M 3,408,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$67.7M 3,343,040 -795 -0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$52.3M 2,583,972 +358,518 +16%
BlackRock
4
BlackRock
New York
$45.6M 2,250,564 -485,621 -18%
ACM
5
Ashford Capital Management
Delaware
$34.3M 1,693,764 +243,874 +17%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.8M 1,074,310 +26,593 +3%
PAIM
7
Punch & Associates Investment Management
Minnesota
$16.9M 836,019 +9,679 +1%
ClearBridge Investments
8
ClearBridge Investments
New York
$12.6M 622,708 -17,892 -3%
GCM
9
Glynn Capital Management
California
$11.9M 588,233 -598,221 -50%
RCGI
10
Ribbit Capital GP III
California
$11.3M 586,513 +586,513 New
Goldman Sachs
11
Goldman Sachs
New York
$9.82M 485,021 +45,747 +10%
State Street
12
State Street
Massachusetts
$8.73M 430,943 -37,908 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.16M 353,417 +12,533 +4%
HIM
14
Hillsdale Investment Management
Ontario, Canada
$5.02M 248,100 +248,100 New
Marshall Wace
15
Marshall Wace
United Kingdom
$3.79M 187,118 +187,118 New
Northern Trust
16
Northern Trust
Illinois
$3.71M 183,431 +5,194 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$3.52M 173,999 +143,265 +466%
Wells Fargo
18
Wells Fargo
California
$3.44M 169,872 +8,554 +5%
Morgan Stanley
19
Morgan Stanley
New York
$3.37M 166,530 +62,770 +60%
Millennium Management
20
Millennium Management
New York
$2.94M 144,998 +144,998 New
Charles Schwab
21
Charles Schwab
California
$2.88M 142,284 +6,654 +5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.85M 140,752 +13,453 +11%
BCM
23
Bridgeway Capital Management
Texas
$2.84M 140,000 – –
Ameriprise
24
Ameriprise
Minnesota
$2.8M 138,169 +138,169 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$2.72M 134,131 +51,749 +63%
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