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Oportun Financial
OPRT

Overview Fund Activity

91 hedge funds and large institutions have $158M invested in Oportun Financial in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 18 closing their positions.

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
30
Reduced
26
Closed
18
Calls
$40K
Puts
$6K
Net Calls
+$34K
Net Calls Change
-$12K

Top Buyers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.89M
2
Invesco
2
Invesco
Georgia
$3.22M
3
AI
3
Acuitas Investments
Washington
$2.08M
4
BlackRock
4
BlackRock
New York
$10.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.62M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
IVMX
2
Institutional Venture Management XIV
California
$22M
3
Millennium Management
3
Millennium Management
New York
$4.8M
4
EH
4
EMG Holdings
Connecticut
$18M
5
PWAM
5
Park West Asset Management
California
$9.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IVMX
1
Institutional Venture Management XIV
California
$22M 3,047,831 -360,860 -11%
EH
2
EMG Holdings
Connecticut
$18M 2,494,476 -231,226 -8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$15.5M 2,145,402 -11,588 -0.5%
BlackRock
4
BlackRock
New York
$10.6M 1,470,786 +171,572 +13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.3M 1,425,049 – –
PWAM
6
Park West Asset Management
California
$9.7M 1,343,873 -134,760 -9%
LFCM
7
Long Focus Capital Management
Puerto Rico
$7.69M 1,065,777 – –
MA
8
Madrone Advisors
California
$6.74M 932,957 – –
Millennium Management
9
Millennium Management
New York
$4.8M 664,940 -310,756 -32%
GCM
10
Glynn Capital Management
California
$4.25M 588,233 – –
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$3.89M 538,627 +432,517 +408%
TC
12
Tejara Capital
United Kingdom
$3.63M 502,651 +25,000 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.62M 501,510 +157,626 +46%
RC
14
RBF Capital
California
$3.33M 461,117 +11,200 +2%
Invesco
15
Invesco
Georgia
$3.22M 446,370 +341,102 +324%
State Street
16
State Street
Massachusetts
$2.41M 334,022 +2,958 +0.9%
Morgan Stanley
17
Morgan Stanley
New York
$2.29M 317,531 +105,983 +50%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.12M 294,009 +8,714 +3%
AI
19
Acuitas Investments
Washington
$2.08M 288,210 +288,210 New
Stifel Financial
20
Stifel Financial
Missouri
$1.55M 214,978 -77,688 -27%
BCM
21
Bridgeway Capital Management
Texas
$1.16M 161,118 +49,577 +44%
Citadel Advisors
22
Citadel Advisors
Florida
$1.14M 158,376 -30,482 -16%
BFG
23
Berger Financial Group
Minnesota
$1.13M 157,098 +157,098 New
Wells Fargo
24
Wells Fargo
California
$961K 133,100 -3,679 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$959K 132,857 -44,769 -25%
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