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OPLN

Openlane
OPLN

234 hedge funds and large institutions have $1.63B invested in Openlane in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

17% more funds holding

Funds holding: 200 → 234 (+34)

11% more call options, than puts

Call options by funds: $283K | Put options by funds: $255K

3.64% more ownership

Funds ownership: 98.03% → 101.66% (+3.6%)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$29M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 77

Holders
234
Holders Change
+34
Holders Change %
+17%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
48
Increased
61
Reduced
77
Closed
13
Calls
$283K
Puts
$255K
Net Calls
+$28K
Net Calls Change
-$77K

Top Buyers

Rank Fund Capital Flow
1
SM
Sunriver Management
Connecticut
+$29.9M
2
Morgan Stanley
Morgan Stanley
New York
+$28.4M
3
BlackRock
BlackRock
New York
+$10.8M
4
Deutsche Bank
Deutsche Bank
Germany
+$7.63M
5
ICM
Invenomic Capital Management
Massachusetts
+$5.9M

Top Sellers

Rank Fund Capital Flow
1
PIM
Paradice Investment Management
Colorado
-$25.8M
2
SCM
Snyder Capital Management
California
-$24.2M
3
ZIG
Zuckerman Investment Group
Illinois
-$12.3M
4
American Century Companies
American Century Companies
Missouri
-$10.3M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
201
Advisory Services Network
Georgia
$2.87K +$2.82K +194 New
CMBA
202
C.M. Bidwell & Associates
Hawaii
$2.83K +$2.78K +191 New
QC
203
Quent Capital
New York
$2.59K – – –
NA
204
NewEdge Advisors
Louisiana
$2.22K – – –
FFA
205
Farther Finance Advisors
California
$2.19K +$2.15K +148 New
PS
206
Principal Securities
Iowa
$2K +$1.96K +135 New
LC
207
Lindbrook Capital
California
$1.54K – – –
IA
208
IFP Advisors
Florida
$1.48K -$858 -59 -37%
TC
209
Truvestments Capital
Florida
$1.48K – – –
JWA
210
JFS Wealth Advisors
Pennsylvania
$1.2K -$29 -2 -2%
S
211
SignatureFD
Georgia
$1.17K -$262 -18 -19%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$1.16K – – –
WT
213
Washington Trust
Rhode Island
$1.11K -$116 -8 -10%
VNA
214
Valley National Advisers
Pennsylvania
$1K +$1.53K +105 New
S
215
Sachetta
Massachusetts
$886 +$872 +60 New
PA
216
Parallel Advisors
California
$829 – – –
M
217
MOTCO
Texas
$504 – – –
GRP
218
Global Retirement Partners
California
$393 – – –
AF
219
Advisornet Financial
Minnesota
$385 – – –
IRC
220
Investors Research Corp
Georgia
$326 – – –
SIC
221
SJS Investment Consulting
Ohio
$312 -$29 -2 -9%
TSWM
222
Tyler-Stone Wealth Management
Ohio
$296 – – –
RWML
223
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$281 – – –
AWM
224
Abound Wealth Management
Tennessee
$267 – – –
PFBT
225
Parkside Financial Bank & Trust
Missouri
$252 -$1.21K -83 -83%
6 7 8
9
10

OPLN Hedge Fund Activity: Q4 2023 in Review

234 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Openlane (OPLN) for Q4 2023, worth a combined $1.63B — up 1.8% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OPLN positions and 13 closed out — a net gain of 35 holders — while 61 added to existing stakes and 77 trimmed.

The largest buyer was Sunriver Management, adding an estimated $29.9M. The largest seller was Paradice Investment Management, cutting an estimated $25.8M.

  • 234 institutional investors held Openlane (OPLN) as of Q4 2023, up from 200 in Q3 2023.
  • Funds reported $1.63B of Openlane stock for Q4 2023, up 1.8% quarter-over-quarter.
  • 48 funds opened new Openlane positions in Q4 2023 and 13 closed out, a net change of +35 holders.
  • The largest Openlane buyer in Q4 2023 was Sunriver Management, an estimated $29.9M added.
  • The largest Openlane seller in Q4 2023 was Paradice Investment Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2023.