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Oportun Financial

87 hedge funds and large institutions have $83.1M invested in Oportun Financial in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 23 closing their positions.

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
40
Reduced
19
Closed
23
Calls
$23K
Puts
$4K
Net Calls
+$19K
Net Calls Change
-$15K
Name Market Value Shares Shares
Change
Shares
Change %
EH
1
EMG Holdings
Connecticut
$9.71M 2,484,149 -10,327 -0.4%
FCM
2
Findell Capital Management
New York
$7.82M 2,000,000 +2,000,000 New
BlackRock
3
BlackRock
New York
$5.84M 1,493,222 +22,436 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.45M 1,393,935 -31,114 -2%
LFCM
5
Long Focus Capital Management
Puerto Rico
$5.14M 1,315,777 +250,000 +23%
Millennium Management
6
Millennium Management
New York
$5.13M 1,312,223 +647,283 +97%
Morgan Stanley
7
Morgan Stanley
New York
$3.02M 772,502 +454,971 +143%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$2.86M 731,108 +192,481 +36%
MA
9
Madrone Advisors
California
$2.44M 623,295 -309,662 -33%
RC
10
RBF Capital
California
$2.31M 589,738 +128,621 +28%
GCM
11
Glynn Capital Management
California
$2.3M 588,233
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.24M 573,249 +71,739 +14%
PWAM
13
Park West Asset Management
California
$2.21M 565,235 -778,638 -58%
SC
14
Summa Corp
Texas
$2.2M 563,808 +563,808 New
TC
15
Tejara Capital
United Kingdom
$1.82M 466,320 -36,331 -7%
USPCM
16
Union Square Park Capital Management
New York
$1.44M 368,893 +368,893 New
BCM
17
Bridgeway Capital Management
Texas
$1.3M 331,682 +170,564 +106%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.28M 327,179 +327,179 New
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$1.2M 307,786 +274,806 +833%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.18M 301,355 +7,346 +2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.14M 291,100 +182,800 +169%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.13M 288,704 +155,847 +117%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.06M 271,119 +178,091 +191%
Marshall Wace
24
Marshall Wace
United Kingdom
$923K 236,001 +156,369 +196%
Stifel Financial
25
Stifel Financial
Missouri
$893K 228,466 +13,488 +6%