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Oportun Financial
OPRT

Overview Fund Activity

97 hedge funds and large institutions have $88.7M invested in Oportun Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 35 closing their positions.

Holders
97
Holders Change
-23
Holders Change %
-19.17%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
12
Increased
28
Reduced
36
Closed
35
Calls
$9K
Puts
$202K
Net Calls
-$193K
Net Calls Change
-$100K

Top Buyers

1
EH
1
EMG Holdings
Connecticut
$10.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$2.87M
3
TC
3
Tejara Capital
United Kingdom
$2.05M
4
PWAM
4
Park West Asset Management
California
$5.55M
5
RC
5
RBF Capital
California
$1.64M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
GCGM
2
General Catalyst Group Management
Massachusetts
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$787K
4
ACM
4
Ashford Capital Management
Delaware
$0
5
HV
5
HST Ventures
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$13.2M 3,408,691 – –
BlackRock
2
BlackRock
New York
$10.6M 2,750,564 +175,879 +7%
EH
3
EMG Holdings
Connecticut
$10.5M 2,725,702 +2,047,164 +302%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$8.2M 2,123,431 +10,489 +0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.88M 1,523,513 +26,311 +2%
PWAM
6
Park West Asset Management
California
$5.55M 1,437,706 +287,706 +25%
MA
7
Madrone Advisors
California
$3.6M 932,957 – –
LFCM
8
Long Focus Capital Management
Puerto Rico
$2.87M 743,355 +743,355 New
GCM
9
Glynn Capital Management
California
$2.27M 588,233 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.14M 554,904 +27,104 +5%
TC
11
Tejara Capital
United Kingdom
$2.05M 530,068 +306,186 +137%
State Street
12
State Street
Massachusetts
$1.87M 484,911 -7,046 -1%
Millennium Management
13
Millennium Management
New York
$1.76M 455,087 -6,435 -1%
RC
14
RBF Capital
California
$1.64M 423,968 +195,884 +86%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$904K 234,104 +152,282 +186%
AQR Capital Management
16
AQR Capital Management
Connecticut
$898K 232,618 +85,542 +58%
Morgan Stanley
17
Morgan Stanley
New York
$879K 227,759 -42,431 -16%
Northern Trust
18
Northern Trust
Illinois
$830K 215,121 -9,102 -4%
ClearBridge Investments
19
ClearBridge Investments
New York
$787K 203,822 -858,064 -81%
Renaissance Technologies
20
Renaissance Technologies
New York
$742K 192,309 -191 -0.1%
Stifel Financial
21
Stifel Financial
Missouri
$741K 191,846 +20,687 +12%
Federated Hermes
22
Federated Hermes
Pennsylvania
$695K 180,000 +80,000 +80%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$603K 156,344 -5,270 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$586K 151,884 -53,067 -26%
Wells Fargo
25
Wells Fargo
California
$558K 144,670 +3,275 +2%
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