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Oportun Financial
OPRT

Overview Fund Activity

118 hedge funds and large institutions have $191M invested in Oportun Financial in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 13 closing their positions.

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
57
Reduced
24
Closed
13
Calls
$184K
Puts
$956K
Net Calls
-$772K
Net Calls Change
-$252K

Top Buyers

1
BlackRock
1
BlackRock
New York
$22.7M
2
Ameriprise
2
Ameriprise
Minnesota
$3.26M
3
Millennium Management
3
Millennium Management
New York
$3.18M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$7.02M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.4M

Top Sellers

1
RCGI
1
Ribbit Capital GP III
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11.2M
3
ACM
3
Ashford Capital Management
Delaware
$9.86M
4
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$20M
5
Norges Bank
5
Norges Bank
Norway
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$28.2M 3,408,691 – –
BlackRock
2
BlackRock
New York
$22.7M 2,746,602 +462,434 +20%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$20M 2,420,567 -241,512 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$11.2M 1,358,751 -716,465 -35%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.4M 1,258,496 +157,862 +14%
ACM
6
Ashford Capital Management
Delaware
$9.86M 1,191,983 -648,665 -35%
GCGM
7
General Catalyst Group Management
Massachusetts
$7.81M 944,556 – –
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.16M 865,935 -27,461 -3%
ClearBridge Investments
9
ClearBridge Investments
New York
$7.02M 848,335 +184,716 +28%
GCM
10
Glynn Capital Management
California
$4.87M 588,233 – –
State Street
11
State Street
Massachusetts
$4.16M 503,397 +56,127 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.56M 431,031 +83,740 +24%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$3.41M 412,600 +79,482 +24%
Ameriprise
14
Ameriprise
Minnesota
$3.26M 326,054 +176,555 +118%
Millennium Management
15
Millennium Management
New York
$3.18M 384,076 +192,209 +100%
Goldman Sachs
16
Goldman Sachs
New York
$3.11M 376,366 -122,759 -25%
Marshall Wace
17
Marshall Wace
United Kingdom
$2.77M 335,312 +114,805 +52%
Morgan Stanley
18
Morgan Stanley
New York
$2.19M 264,166 +120,612 +84%
BCM
19
Bridgeway Capital Management
Texas
$2.17M 261,900 +44,000 +20%
Charles Schwab
20
Charles Schwab
California
$1.92M 231,713 +22,754 +11%
Northern Trust
21
Northern Trust
Illinois
$1.89M 228,904 +50,332 +28%
Prudential Financial
22
Prudential Financial
New Jersey
$1.33M 160,425 +75,330 +89%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.32M 159,759 +72,693 +83%
Wells Fargo
24
Wells Fargo
California
$1.3M 156,788 -25,355 -14%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.27M 153,876 +88,336 +135%
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