DJ OPORTUN FINANCIAL CORP COM, Inst Holders, 1Q 2020 (OPRT)
The following table shows the largest shareholders in OPORTUN FINANCIAL CORP COM (OPRT) for the quarter ended March 31, 2020, listed by holding size. The list represents up to 50 of the largest holders in the company.
Note: Unless otherwise mentioned the reporting date is 03/31/2020
Institution Shares Shares % Last
Held Changed Held Report
Kayne Anderson Rudnick Investm 3,377,557 451,784 12.508 12/31
Fidelity Management & Research 1,688,624 0 6.253 12/31
ClearBridge Investments LLC 776,585 134,157 2.876 12/31
Ashford Capital Management In 590,300 522,667 2.186 12/31
Goldman Sachs Asset Management 469,597 447 1.739 12/31
BlackRock Investment Managemen 465,610 (182,203) 1.724 12/31
BlackRock Fund Advisors 363,076 359,690 1.345 12/31
Wells Fargo Clearing Services 208,425 208,425 0.772 12/31
Blackstone Alternative Solutio 185,000 0 0.685 12/31
The Vanguard Group Inc. 179,773 82,805 0.666 12/31
Mendon Capital Advisors Corp. 145,788 9,063 0.540 12/31
Geode Capital Management LLC 85,019 85,019 0.315 12/31
Northern Trust Investments In 77,209 77,209 0.286 12/31
RMB Capital Management LLC 71,400 71,400 0.264 12/31
OxFORD Asset Management LLP 64,604 20,114 0.239 12/31
SSgA Funds Management Inc. 57,795 57,795 0.214 12/31
D. E. Shaw & Co. LP 47,687 47,687 0.177 12/31
Federated Global Investment Ma 45,000 (15,000) 0.167 12/31
Charles Schwab Investment Mana 42,931 42,931 0.159 03/31
Managed Account Advisors LLC 42,460 14,553 0.157 12/31
Stifel Nicolaus & Co. Inc. (I 31,040 31,040 0.115 12/31
Federated Equity Management Co 30,000 (10,000) 0.111 12/31
BlackRock Investment Managemen 25,942 25,211 0.096 12/31
Squarepoint OPS LLC 25,288 25,288 0.094 12/31
Daiwa Asset Management Co. Ltd 23,640 23,640 0.088 12/31
Atria Investments LLC 22,998 22,998 0.085 12/31
Maven Investment Partners Ltd. 20,000 20,000 0.074 12/31
Millennium Management LLC 19,921 (107,776) 0.074 12/31
Wells Fargo Advisors Financial 19,864 19,864 0.074 12/31
Wilmington Trust Investment Ad 19,626 19,626 0.073 12/31
LPL Financial LLC 19,149 1,374 0.071 03/31
US Bancorp Asset Management I 19,079 19,079 0.071 12/31
Wildcat Capital Management LLC 18,349 18,349 0.068 03/31
FIAM LLC 17,172 0 0.064 12/31
Neuberger Berman Investment Ad 14,854 14,854 0.055 12/31
Townsquare Capital LLC 14,587 14,587 0.054 09/30
Goldman Sachs & Co. LLC (Priva 14,168 (48,332) 0.052 12/31
The Bank of New York Mellon Co 13,335 13,335 0.049 12/31
Teachers Advisors LLC 11,561 11,561 0.043 12/31
California State Teachers' Ret 11,074 11,074 0.041 12/31
Bailard Inc. 10,400 10,400 0.039 03/31
Vanguard Fiduciary Trust Co. 9,736 6,704 0.036 12/31
Morgan Stanley & Co. LLC 9,729 9,729 0.036 12/31
Symphony Asset Management LLC 9,292 9,292 0.034 12/31
UBS Securities LLC 8,947 8,284 0.033 12/31
Marshall Wace LLP 7,055 7,055 0.026 12/31
New York State Common Retireme 6,500 6,500 0.024 12/31
Wilmington Trust Investment Ma 6,422 6,422 0.024 12/31
Wells Fargo Bank NA (Private 5,238 623 0.019 12/31
BlackRock Financial Management 4,927 4,927 0.018 12/31
13F data provided by: Factset Research Systems Inc.;
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(END) Dow Jones Newswires
April 22, 2020 03:51 ET (07:51 GMT)