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Oportun Financial
OPRT

Overview Fund Activity

116 hedge funds and large institutions have $97.8M invested in Oportun Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 25 closing their positions.

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
34
Reduced
41
Closed
25
Calls
$76K
Puts
$395K
Net Calls
-$319K
Net Calls Change
+$453K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.08M
2
PWAM
2
Park West Asset Management
California
$2.81M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$4.65M
5
Millennium Management
5
Millennium Management
New York
$2.56M

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
ACM
2
Ashford Capital Management
Delaware
$1.63M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$47K
5
Ameriprise
5
Ameriprise
Minnesota
$124K
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$14.9M 3,408,691 – –
BlackRock
2
BlackRock
New York
$12.2M 2,799,120 +52,518 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$10.5M 2,413,952 -6,615 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.3M 1,441,116 +182,620 +15%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$5.76M 1,317,621 -41,130 -3%
ClearBridge Investments
6
ClearBridge Investments
New York
$4.65M 1,063,348 +215,013 +25%
GCGM
7
General Catalyst Group Management
Massachusetts
$4.13M 944,556 – –
Morgan Stanley
8
Morgan Stanley
New York
$4.08M 932,701 +668,535 +253%
PWAM
9
Park West Asset Management
California
$2.81M 643,360 +643,360 New
GCM
10
Glynn Capital Management
California
$2.57M 588,233 – –
Millennium Management
11
Millennium Management
New York
$2.56M 585,900 +201,824 +53%
State Street
12
State Street
Massachusetts
$2.31M 529,302 +25,905 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.21M 506,812 +75,781 +18%
ACM
14
Ashford Capital Management
Delaware
$1.63M 373,298 -818,685 -69%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M 315,800 +289,600 +1,105%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$1.23M 281,869 +122,110 +76%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.07M 245,700 +159,600 +185%
Northern Trust
18
Northern Trust
Illinois
$1.03M 236,852 +7,948 +3%
HV
19
HST Ventures
Utah
$813K 185,997 +124,094 +200%
Norges Bank
20
Norges Bank
Norway
$796K 182,200 +182,200 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$663K 151,689 +53,406 +54%
Wells Fargo
22
Wells Fargo
California
$660K 150,797 -5,991 -4%
Goldman Sachs
23
Goldman Sachs
New York
$659K 150,708 -225,658 -60%
BCM
24
Bridgeway Capital Management
Texas
$651K 149,000 -112,900 -43%
Stifel Financial
25
Stifel Financial
Missouri
$645K 147,489 +69,790 +90%
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