OPRT icon

Oportun Financial
OPRT

Overview Fund Activity

112 hedge funds and large institutions have $323M invested in Oportun Financial in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
112
Holders Change
+14
Holders Change %
+14.29%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
45
Reduced
25
Closed
11
Calls
$1K
Puts
$521K
Net Calls
-$520K
Net Calls Change
-$520K

Top Buyers

1
GCGM
1
General Catalyst Group Management
Massachusetts
$13.6M
2
ACM
2
Ashford Capital Management
Delaware
$26.4M
3
Norges Bank
3
Norges Bank
Norway
$1.33M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.22M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$4.78M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$38.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$29.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.15M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$732K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$48.9M 3,408,691 – –
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$38.2M 2,662,079 -680,961 -20%
BlackRock
3
BlackRock
New York
$32.8M 2,284,168 +33,604 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.8M 2,075,216 -508,756 -20%
ACM
5
Ashford Capital Management
Delaware
$26.4M 1,840,648 +146,884 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.8M 1,100,634 +26,324 +2%
GCGM
7
General Catalyst Group Management
Massachusetts
$13.6M 944,556 +944,556 New
PAIM
8
Punch & Associates Investment Management
Minnesota
$12.8M 893,396 +57,377 +7%
ClearBridge Investments
9
ClearBridge Investments
New York
$9.53M 663,619 +40,911 +7%
GCM
10
Glynn Capital Management
California
$8.45M 588,233 – –
RCGI
11
Ribbit Capital GP III
California
$8.42M 586,513 – –
Goldman Sachs
12
Goldman Sachs
New York
$7.17M 499,125 +14,104 +3%
State Street
13
State Street
Massachusetts
$6.42M 447,270 +16,327 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.99M 347,291 -6,126 -2%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$4.78M 333,118 +85,018 +34%
Marshall Wace
16
Marshall Wace
United Kingdom
$3.17M 220,507 +33,389 +18%
BCM
17
Bridgeway Capital Management
Texas
$3.13M 217,900 +77,900 +56%
Charles Schwab
18
Charles Schwab
California
$3M 208,959 +66,675 +47%
Millennium Management
19
Millennium Management
New York
$2.76M 191,867 +46,869 +32%
Wells Fargo
20
Wells Fargo
California
$2.62M 182,143 +12,271 +7%
Northern Trust
21
Northern Trust
Illinois
$2.57M 178,572 -4,859 -3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$2.23M 155,404 +21,273 +16%
Morgan Stanley
23
Morgan Stanley
New York
$2.06M 143,554 -22,976 -14%
Ameriprise
24
Ameriprise
Minnesota
$1.67M 149,499 +11,330 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.37M 95,443 +148 +0.2%
1
2 3 4 5